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Otter Tail

154 hedge funds and large institutions have $740M invested in Otter Tail in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

58% more call options, than puts

Call options by funds: $760K | Put options by funds: $481K

15% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 41

13% more funds holding

Funds holding: 136154 (+18)

5% more capital invested

Capital invested by funds: $704M → $740M (+$36.8M)

1.08% more ownership

Funds ownership: 41.03%42.11% (+1.1%)

Holders
154
Holders Change
+18
Holders Change %
+13.24%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
47
Reduced
41
Closed
14
Calls
$760K
Puts
$481K
Net Calls
+$279K
Net Calls Change
-$588K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$162M +$867K +18,907 +0.5%
BlackRock
2
BlackRock
New York
$114M +$2.09M +45,588 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.8M +$339K +7,387 +0.6%
GF
4
Gabelli Funds
New York
$49.1M -$596K -13,000 -1%
Northern Trust
5
Northern Trust
Illinois
$42.1M -$368K -8,027 -0.8%
State Street
6
State Street
Massachusetts
$37.7M +$1.5M +32,825 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$30.8M +$2.77M +60,390 +10%
First Trust Advisors
8
First Trust Advisors
Illinois
$24M +$1.57M +34,238 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.7M -$797K -17,395 -4%
GI
10
GAMCO Investors
Connecticut
$17.6M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$16.4M +$463K +10,093 +3%
TA
12
Teachers Advisors
New York
$14.8M +$329K +7,184 +2%
Millennium Management
13
Millennium Management
New York
$12.9M +$5.58M +121,745 +72%
Charles Schwab
14
Charles Schwab
California
$12.4M +$600K +13,101 +5%
Morgan Stanley
15
Morgan Stanley
New York
$11.5M +$2.67M +58,235 +29%
Stifel Financial
16
Stifel Financial
Missouri
$10.8M +$310K +6,771 +3%
TCIM
17
TIAA CREF Investment Management
New York
$5.81M -$304K -6,635 -5%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$4.53M -$76.3K -1,664 -2%
Deutsche Bank
19
Deutsche Bank
Germany
$4.41M +$1.57M +34,346 +53%
First Manhattan
20
First Manhattan
New York
$4.33M -$121K -2,650 -3%
Wells Fargo
21
Wells Fargo
California
$4.13M +$884K +19,281 +26%
PPA
22
Parametric Portfolio Associates
Washington
$3.97M +$23.4K +511 +0.6%
Bank of America
23
Bank of America
North Carolina
$3.58M +$1.07M +23,443 +41%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.54M -$441K -9,630 -11%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$3.35M +$3.46M +75,477 New

OTTR Hedge Fund Activity: Q4 2017 in Review

154 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2017, worth a combined $740M — up 5.2% from $704M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new OTTR positions and 14 closed out — a net gain of 18 holders — while 47 added to existing stakes and 41 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.58M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.51M sold.

  • 154 institutional investors held Otter Tail (OTTR) as of Q4 2017, up from 136 in Q3 2017.
  • Funds reported $740M of Otter Tail stock for Q4 2017, up 5.2% quarter-over-quarter.
  • 32 funds opened new Otter Tail positions in Q4 2017 and 14 closed out, a net change of +18 holders.
  • The largest Otter Tail buyer in Q4 2017 was Millennium Management, an estimated $5.58M added.
  • The largest Otter Tail seller in Q4 2017 was Allianz Asset Management, an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2017.