Otter Tail
OTTR
142 hedge funds and large institutions have $634M invested in Otter Tail in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 13 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 39
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
8% more capital invested
Capital invested by funds: $589M → $634M (+$44.7M)
4% more funds holding
Funds holding: 137 → 142 (+5)
1.08% more ownership
Funds ownership: 39.46% → 40.53% (+1.1%)
32% less call options, than puts
Call options by funds: $352K | Put options by funds: $518K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$8.68M |
| 2 |
Renaissance Technologies
New York
|
+$5M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$3.73M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.93M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$4.82M |
| 2 |
Millennium Management
New York
|
-$4.44M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.96M |
| 4 |
Morgan Stanley
New York
|
-$2.33M |
| 5 |
Two Sigma Investments
New York
|
-$1.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
D.E. Shaw & Co
New York
| – | -$269K | -7,110 | Closed |
|
|
OSAM
152
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$98K | -2,587 | Closed |
|
|
HCA
153
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$53.1K | -1,400 | Closed |
|
|
EFSCE
154
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$6K | -147 | Closed |
|
155
Simplex Trading
Chicago,
Illinois
| – | -$668 | -17 | Closed |
|
OTTR Hedge Fund Activity: Q2 2017 in Review
142 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2017, worth a combined $634M — up 7.6% from $589M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OTTR positions and 13 closed out — a net gain of 5 holders — while 56 added to existing stakes and 39 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $8.68M. The largest seller was Advisors Asset Management, cutting an estimated $4.82M.
- 142 institutional investors held Otter Tail (OTTR) as of Q2 2017, up from 137 in Q1 2017.
- Funds reported $634M of Otter Tail stock for Q2 2017, up 7.6% quarter-over-quarter.
- 18 funds opened new Otter Tail positions in Q2 2017 and 13 closed out, a net change of +5 holders.
- The largest Otter Tail buyer in Q2 2017 was Stifel Financial, an estimated $8.68M added.
- The largest Otter Tail seller in Q2 2017 was Advisors Asset Management, an estimated $4.82M sold.
Based on aggregated 13F filings for Q2 2017.