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Otter Tail

154 hedge funds and large institutions have $819M invested in Otter Tail in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more funds holding

Funds holding: 152154 (+2)

2% more capital invested

Capital invested by funds: $806M → $819M (+$12.8M)

0.36% more ownership

Funds ownership: 42.81%43.17% (+0.36%)

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
46
Reduced
52
Closed
10
Calls
$762K
Puts
Net Calls
+$762K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$2.93M +$89.5K +1,851 +3%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$2.89M -$193 -4 -0%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$2.71M +$2.74M +56,596 New
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$2.25M -$69.1K -1,430 -3%
UBS Group
30
UBS Group
Switzerland
$2.1M +$193K +3,982 +10%
SLG
31
Stanley-Laman Group
Pennsylvania
$1.99M -$34K -703 -2%
US Bancorp
32
US Bancorp
Minnesota
$1.99M +$138K +2,859 +7%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.96M +$8.31K +172 +0.4%
Millennium Management
34
Millennium Management
New York
$1.86M -$1.7M -35,143 -47%
Victory Capital Management
35
Victory Capital Management
Texas
$1.71M +$328K +6,777 +23%
AIM
36
Assured Investment Management
New York
$1.6M +$377K +7,799 +30%
WT
37
Whittier Trust
California
$1.59M +$6.82K +141 +0.4%
Bank of America
38
Bank of America
North Carolina
$1.59M +$543K +11,228 +51%
Bessemer Group
39
Bessemer Group
New Jersey
$1.55M +$20K +414 +1%
Citadel Advisors
40
Citadel Advisors
Florida
$1.49M -$36.8K -762 -2%
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$1.41M -$24.5K -506 -2%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$1.39M -$299K -6,186 -18%
CS
43
Credit Suisse
Switzerland
$1.36M -$562K -11,622 -29%
Goldman Sachs
44
Goldman Sachs
New York
$1.26M -$5.12K -106 -0.4%
AIG
45
American International Group
New York
$1.25M +$22.8K +472 +2%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.23M -$196K -4,046 -14%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.19M +$354K +7,320 +42%
UBS AM
48
UBS AM
Illinois
$1.16M
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$1.11M -$3.09K -64 -0.3%
CWM
50
Cornerstone Wealth Management
Missouri
$1M -$184K -3,800 -8%

OTTR Hedge Fund Activity: Q3 2018 in Review

154 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2018, worth a combined $819M — up 1.6% from $806M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OTTR positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $3.92M. The largest seller was Stifel Financial, cutting an estimated $3.86M.

  • 154 institutional investors held Otter Tail (OTTR) as of Q3 2018, up from 152 in Q2 2018.
  • Funds reported $819M of Otter Tail stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 13 funds opened new Otter Tail positions in Q3 2018 and 10 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2018 was BlackRock, an estimated $3.92M added.
  • The largest Otter Tail seller in Q3 2018 was Stifel Financial, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2018.