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Otter Tail
OTTR

137 hedge funds and large institutions have $589M invested in Otter Tail in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $588K

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.03% more ownership

Funds ownership: 39.43% → 39.46% (+0.03%)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

4% less funds holding

Funds holding: 143 → 137 (-6)

7% less capital invested

Capital invested by funds: $632M → $589M (-$42.4M)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
42
Reduced
42
Closed
20
Calls
$1.93M
Puts
$588K
Net Calls
+$1.35M
Net Calls Change
-$514K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$93.4M
2
Millennium Management
Millennium Management
New York
+$7.54M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.75M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.86M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$8.46M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.97M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.37M
4
PAM
Panagora Asset Management
Massachusetts
-$1.84M
5
JIR
James Investment Research
Ohio
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$130M +$5.75M +151,826 +5%
BlackRock
2
BlackRock
New York
$93.9M +$93.4M +2,465,429 +20,638%
GF
3
Gabelli Funds
New York
$42.8M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.4M +$351K +9,268 +0.8%
Northern Trust
5
Northern Trust
Illinois
$33.5M +$874K +23,070 +3%
State Street
6
State Street
Massachusetts
$29.2M -$1.38M -36,538 -5%
First Trust Advisors
7
First Trust Advisors
Illinois
$19.1M +$3.86M +101,991 +25%
Renaissance Technologies
8
Renaissance Technologies
New York
$16.2M +$2.48M +65,500 +18%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.9M +$826K +21,821 +5%
GI
10
GAMCO Investors
Connecticut
$15M – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.9M +$734K +19,380 +6%
TA
12
Teachers Advisors
New York
$12.1M +$87.8K +2,319 +0.7%
Morgan Stanley
13
Morgan Stanley
New York
$9.38M +$1.14M +30,059 +14%
Charles Schwab
14
Charles Schwab
California
$9.13M +$683K +18,037 +8%
Millennium Management
15
Millennium Management
New York
$7.55M +$7.54M +199,137 New
AAM
16
Advisors Asset Management
Colorado
$5.87M -$257K -6,787 -4%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$4.48M -$129K -3,400 -3%
TCIM
18
TIAA CREF Investment Management
New York
$4.23M -$362K -9,546 -8%
First Manhattan
19
First Manhattan
New York
$3.9M -$68.2K -1,800 -2%
PPA
20
Parametric Portfolio Associates
Washington
$3.68M -$16.8K -444 -0.5%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$3.58M -$5.97M -157,619 -63%
BCM
22
Bridgeway Capital Management
Texas
$2.96M – – –
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$2.84M -$133K -3,500 -4%
MAM
24
Martingale Asset Management
Massachusetts
$2.72M -$197K -5,200 -7%
AllianceBernstein
25
AllianceBernstein
Tennessee
$2.6M +$518K +13,665 +25%
1
2 3 4 5

OTTR Hedge Fund Activity: Q1 2017 in Review

137 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2017, worth a combined $589M — down 6.7% from $632M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 20 closed out — a net gain of 1 holder — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $93.4M. The largest seller was Norges Bank, exiting entirely with an estimated $8.46M sold.

  • 137 institutional investors held Otter Tail (OTTR) as of Q1 2017, down from 143 in Q4 2016.
  • Funds reported $589M of Otter Tail stock for Q1 2017, down 6.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2017 and 20 closed out, a net change of +1 holder.
  • The largest Otter Tail buyer in Q1 2017 was BlackRock, an estimated $93.4M added.
  • The largest Otter Tail seller in Q1 2017 was Norges Bank, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2017.