Otter Tail
OTTR
137 hedge funds and large institutions have $589M invested in Otter Tail in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 20 closing their positions.
229% more call options, than puts
Call options by funds: $1.93M | Put options by funds: $588K
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
0.03% more ownership
Funds ownership: 39.43% → 39.46% (+0.03%)
0% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 42
4% less funds holding
Funds holding: 143 → 137 (-6)
7% less capital invested
Capital invested by funds: $632M → $589M (-$42.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$93.4M |
| 2 |
Millennium Management
New York
|
+$7.54M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.75M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.86M |
| 5 |
Renaissance Technologies
New York
|
+$2.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$8.46M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$5.97M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.37M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.84M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$1.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARMC
151
American Research & Management Company
Marion,
Massachusetts
| – | -$29K | -700 | Closed |
|
|
TRCT
152
Tower Research Capital (TRC)
New York
| – | -$24K | -597 | Closed |
|
|
FPB
153
First PREMIER Bank
Sioux Falls,
South Dakota
| – | -$19K | -470 | Closed |
|
154
Simplex Trading
Chicago,
Illinois
| – | -$14.2K | -375 | -96% |
|
|
EF
155
Empirical Finance
Havertown,
Pennsylvania
| – | -$15K | -357 | Closed |
|
|
ECM
156
Elgethun Capital Management
Sioux Falls,
South Dakota
| – | -$4K | -104 | Closed |
|
|
DA
157
Denali Advisors
San Diego,
California
| – | -$2K | -44 | Closed |
|
OTTR Hedge Fund Activity: Q1 2017 in Review
137 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2017, worth a combined $589M — down 6.7% from $632M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new OTTR positions and 20 closed out — a net gain of 1 holder — while 42 added to existing stakes and 42 trimmed.
The largest buyer was BlackRock, adding an estimated $93.4M. The largest seller was Norges Bank, exiting entirely with an estimated $8.46M sold.
- 137 institutional investors held Otter Tail (OTTR) as of Q1 2017, down from 143 in Q4 2016.
- Funds reported $589M of Otter Tail stock for Q1 2017, down 6.7% quarter-over-quarter.
- 21 funds opened new Otter Tail positions in Q1 2017 and 20 closed out, a net change of +1 holder.
- The largest Otter Tail buyer in Q1 2017 was BlackRock, an estimated $93.4M added.
- The largest Otter Tail seller in Q1 2017 was Norges Bank, an estimated $8.46M sold.
Based on aggregated 13F filings for Q1 2017.