We are live on ! Find out more
OTTR icon

Otter Tail

119 hedge funds and large institutions have $403M invested in Otter Tail in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,308% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $13K

3% more capital invested

Capital invested by funds: $393M → $403M (+$10.1M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 121119 (-2)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
41
Closed
16
Calls
$1.48M
Puts
$13K
Net Calls
+$1.47M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$82.1M +$2.9M +91,056 +4%
GF
2
Gabelli Funds
New York
$35M -$2.39M -75,000 -6%
BIT
3
BlackRock Institutional Trust
California
$31.5M +$486K +15,246 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.3M +$1.49M +46,785 +5%
BFA
5
BlackRock Fund Advisors
California
$29.3M -$112K -3,532 -0.4%
Northern Trust
6
Northern Trust
Illinois
$25.5M -$1.39M -43,782 -5%
State Street
7
State Street
Massachusetts
$22.1M -$276K -8,669 -1%
GI
8
GAMCO Investors
Connecticut
$12.9M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.6M +$368K +11,555 +3%
Norges Bank
10
Norges Bank
Norway
$10.1M -$604K -18,968 -6%
AAM
11
Advisors Asset Management
Colorado
$8.87M +$3.73M +117,032 +74%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.47M +$374K +11,738 +5%
JGUA
13
John G. Ullman & Associates
New York
$6.5M -$150K -4,700 -2%
Charles Schwab
14
Charles Schwab
California
$5.31M +$715K +22,441 +16%
TCIM
15
TIAA CREF Investment Management
New York
$4.86M -$128K -4,016 -3%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$4.68M
QI
17
QS Investors
New York
$4.16M -$7.96K -250 -0.2%
BIM
18
BlackRock Investment Management
Delaware
$3.71M +$48.9K +1,536 +1%
First Manhattan
19
First Manhattan
New York
$3.58M -$39.8K -1,250 -1%
Morgan Stanley
20
Morgan Stanley
New York
$3.17M +$155K +4,877 +5%
CS
21
Credit Suisse
Switzerland
$3.01M -$360K -11,319 -11%
AQR Capital Management
22
AQR Capital Management
Connecticut
$2.76M -$398K -12,500 -13%
PAIM
23
Punch & Associates Investment Management
Minnesota
$2.47M -$1.47M -46,152 -38%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.19M +$108K +3,386 +5%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$2.15M -$25.5K -800 -1%

OTTR Hedge Fund Activity: Q1 2015 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2015, worth a combined $403M — up 2.6% from $393M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 15 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 34 added.

The largest buyer was Advisors Asset Management, adding an estimated $3.73M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.9M sold.

  • 119 institutional investors held Otter Tail (OTTR) as of Q1 2015, down from 121 in Q4 2014.
  • Funds reported $403M of Otter Tail stock for Q1 2015, up 2.6% quarter-over-quarter.
  • 15 funds opened new Otter Tail positions in Q1 2015 and 16 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2015 was Advisors Asset Management, an estimated $3.73M added.
  • The largest Otter Tail seller in Q1 2015 was Goldman Sachs, an estimated $4.9M sold.

Based on aggregated 13F filings for Q1 2015.