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Otter Tail

121 hedge funds and large institutions have $374M invested in Otter Tail in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
37
Reduced
31
Closed
8
Calls
$65K
Puts
$26K
Net Calls
+$39K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.3M +$3.16M +102,508 +4%
BIT
2
BlackRock Institutional Trust
California
$31.1M +$501K +16,268 +2%
BFA
3
BlackRock Fund Advisors
California
$28.8M -$171K -5,554 -0.6%
Northern Trust
4
Northern Trust
Illinois
$27.4M -$1.17M -38,079 -4%
GF
5
Gabelli Funds
New York
$26.5M +$123K +4,000 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.7M +$379K +12,316 +2%
State Street
7
State Street
Massachusetts
$21M +$462K +15,012 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$11.4M -$488K -15,862 -4%
Norges Bank
9
Norges Bank
Norway
$10.4M
GI
10
GAMCO Investors
Connecticut
$9.39M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.21M +$179K +5,829 +3%
TCIM
12
TIAA CREF Investment Management
New York
$5.11M -$132K -4,280 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$5.05M +$277K +9,000 +6%
QBFM
14
QS Batterymarch Financial Management
New York
$4.77M
CS
15
Credit Suisse
Switzerland
$4.66M +$52.9K +1,718 +1%
Morgan Stanley
16
Morgan Stanley
New York
$4.49M +$1.12M +36,407 +33%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$4.06M -$332K -11,000 -8%
Charles Schwab
18
Charles Schwab
California
$4.04M +$413K +13,421 +11%
BIM
19
BlackRock Investment Management
Delaware
$3.8M +$30.9K +1,004 +0.8%
First Manhattan
20
First Manhattan
New York
$3.42M -$23.1K -750 -0.7%
PAIM
21
Punch & Associates Investment Management
Minnesota
$2.99M +$77.6K +2,521 +3%
U
22
UBS
Switzerland
$2.64M +$1.94M +62,984 +278%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.13M -$1.08M -35,144 -34%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.12M +$1.56M +50,782 +282%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$2.03M +$6.16K +200 +0.3%