We are live on ! Find out more
OTTR icon

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

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

150% more call options, than puts

Call options by funds: $65K | Put options by funds: $26K

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

12% more funds holding

Funds holding: 108121 (+13)

8% more capital invested

Capital invested by funds: $347M → $374M (+$26.7M)

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
3.49%
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
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.3M +$3.02M +102,508 +4%
BIT
2
BlackRock Institutional Trust
California
$31.1M +$480K +16,268 +2%
BFA
3
BlackRock Fund Advisors
California
$28.8M -$164K -5,554 -0.6%
Northern Trust
4
Northern Trust
Illinois
$27.4M -$1.12M -38,079 -4%
GF
5
Gabelli Funds
New York
$26.5M +$118K +4,000 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.7M +$363K +12,316 +2%
State Street
7
State Street
Massachusetts
$21M +$443K +15,012 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$11.4M -$468K -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 +$172K +5,829 +3%
TCIM
12
TIAA CREF Investment Management
New York
$5.11M -$126K -4,280 -3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$5.05M +$265K +9,000 +6%
QBFM
14
QS Batterymarch Financial Management
New York
$4.77M
CS
15
Credit Suisse
Switzerland
$4.66M +$50.7K +1,718 +1%
Morgan Stanley
16
Morgan Stanley
New York
$4.49M +$1.07M +36,407 +33%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$4.06M -$324K -11,000 -8%
Charles Schwab
18
Charles Schwab
California
$4.04M +$396K +13,421 +11%
BIM
19
BlackRock Investment Management
Delaware
$3.8M +$29.6K +1,004 +0.8%
First Manhattan
20
First Manhattan
New York
$3.42M -$22.1K -750 -0.7%
PAIM
21
Punch & Associates Investment Management
Minnesota
$2.99M +$74.3K +2,521 +3%
U
22
UBS
Switzerland
$2.64M +$1.86M +62,984 +278%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.13M -$1.04M -35,144 -34%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.12M +$1.5M +50,782 +282%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$2.03M +$5.9K +200 +0.3%

OTTR Hedge Fund Activity: Q1 2014 in Review

121 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2014, worth a combined $374M — up 7.7% from $347M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 8 closed out — a net gain of 13 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.02M. The largest seller was First Washington Corp, exiting entirely with an estimated $2.9M sold.

  • 121 institutional investors held Otter Tail (OTTR) as of Q1 2014, up from 108 in Q4 2013.
  • Funds reported $374M of Otter Tail stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2014 and 8 closed out, a net change of +13 holders.
  • The largest Otter Tail buyer in Q1 2014 was Vanguard Group, an estimated $3.02M added.
  • The largest Otter Tail seller in Q1 2014 was First Washington Corp, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2014.