Otter Tail
OTTR
108 hedge funds and large institutions have $330M invested in Otter Tail in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 16 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
2% less capital invested
Capital invested by funds: $335M → $330M (-$5.07M)
4% less funds holding
Funds holding: 112 → 108 (-4)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
23% less call options, than puts
Call options by funds: $765K | Put options by funds: $988K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.94M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.73M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.17M |
| 4 |
FWC
First Washington Corp
Seattle,
Washington
|
+$1.56M |
| 5 |
Bank of New York Mellon
New York
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.38M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.08M |
| 3 |
Neuberger Berman Group
New York
|
-$988K |
| 4 |
DC
Deere & Company
Moline,
Illinois
|
-$960K |
| 5 |
Renaissance Technologies
New York
|
-$801K |
OTTR Hedge Fund Activity: Q3 2013 in Review
108 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2013, worth a combined $330M — down 1.5% from $335M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of OTTR and 13 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 33 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $2.94M. The largest seller was Acadian Asset Management, cutting an estimated $2.38M.
- 108 institutional investors held Otter Tail (OTTR) as of Q3 2013, down from 112 in Q2 2013.
- Funds reported $330M of Otter Tail stock for Q3 2013, down 1.5% quarter-over-quarter.
- 13 funds opened new Otter Tail positions in Q3 2013 and 16 closed out, a net change of -3 holders.
- The largest Otter Tail buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $2.94M added.
- The largest Otter Tail seller in Q3 2013 was Acadian Asset Management, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2013.