Otter Tail
OTTR
152 hedge funds and large institutions have $806M invested in Otter Tail in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 16 closing their positions.
26% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $1.02M
9% more capital invested
Capital invested by funds: $737M → $806M (+$69.8M)
2% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 49
0.07% less ownership
Funds ownership: 42.88% → 42.81% (-0.07%)
1% less funds holding
Funds holding: 153 → 152 (-1)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.3M |
| 2 |
BlackRock
New York
|
+$6.12M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$2.17M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.44M |
| 5 |
Morgan Stanley
New York
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.11M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.68M |
| 4 |
Goldman Sachs
New York
|
-$2.3M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$1.87M |
OTTR Hedge Fund Activity: Q2 2018 in Review
152 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2018, worth a combined $806M — up 9.5% from $737M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of OTTR and 15 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 50 added.
The largest buyer was Vanguard Group, adding an estimated $6.3M. The largest seller was Millennium Management, cutting an estimated $6.1M.
- 152 institutional investors held Otter Tail (OTTR) as of Q2 2018, down from 153 in Q1 2018.
- Funds reported $806M of Otter Tail stock for Q2 2018, up 9.5% quarter-over-quarter.
- 15 funds opened new Otter Tail positions in Q2 2018 and 16 closed out, a net change of -1 holder.
- The largest Otter Tail buyer in Q2 2018 was Vanguard Group, an estimated $6.3M added.
- The largest Otter Tail seller in Q2 2018 was Millennium Management, an estimated $6.1M sold.
Based on aggregated 13F filings for Q2 2018.