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Otter Tail

178 hedge funds and large institutions have $860M invested in Otter Tail in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

16% more funds holding

Funds holding: 154178 (+24)

5% more capital invested

Capital invested by funds: $819M → $860M (+$40.4M)

0.52% more ownership

Funds ownership: 43.17%43.69% (+0.52%)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
50
Reduced
50
Closed
12
Calls
$471K
Puts
Net Calls
+$471K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$3.06M +$65.5K +1,373 +2%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.86M +$803K +16,818 +41%
UBS Group
28
UBS Group
Switzerland
$2.46M +$273K +5,730 +13%
US Bancorp
29
US Bancorp
Minnesota
$2.27M +$204K +4,283 +10%
Deutsche Bank
30
Deutsche Bank
Germany
$2.24M -$2.4M -50,327 -53%
Bank of America
31
Bank of America
North Carolina
$2.2M +$533K +11,175 +34%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$2.01M -$305K -6,400 -14%
SLG
33
Stanley-Laman Group
Pennsylvania
$1.96M -$106K -2,227 -5%
Victory Capital Management
34
Victory Capital Management
Texas
$1.94M +$155K +3,256 +9%
CS
35
Credit Suisse
Switzerland
$1.77M +$349K +7,317 +26%
WT
36
Whittier Trust
California
$1.77M +$121K +2,525 +8%
Bessemer Group
37
Bessemer Group
New Jersey
$1.67M +$56.6K +1,186 +4%
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$1.48M -$1.27M -26,706 -47%
Millennium Management
39
Millennium Management
New York
$1.45M -$468K -9,798 -25%
American Century Companies
40
American Century Companies
Missouri
$1.43M +$1.37M +28,739 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.34M +$512K +10,720 +66%
UBS AM
42
UBS AM
Illinois
$1.29M +$87.6K +1,835 +8%
AIG
43
American International Group
New York
$1.29M -$9.54K -200 -0.8%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$1.25M -$204K -4,268 -14%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$1.16M +$3.58K +75 +0.3%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.15M +$460K +9,629 +71%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15M -$121K -2,535 -10%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$1.07M -$353K -7,392 -25%
Goldman Sachs
49
Goldman Sachs
New York
$1.03M -$263K -5,508 -21%
AIM
50
Assured Investment Management
New York
$939K -$696K -14,579 -44%

OTTR Hedge Fund Activity: Q4 2018 in Review

178 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2018, worth a combined $860M — up 4.9% from $819M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OTTR positions and 12 closed out — a net gain of 26 holders — while 50 added to existing stakes and 50 trimmed.

The largest buyer was Stifel Financial, adding an estimated $3.43M. The largest seller was Morgan Stanley, cutting an estimated $4.79M.

  • 178 institutional investors held Otter Tail (OTTR) as of Q4 2018, up from 154 in Q3 2018.
  • Funds reported $860M of Otter Tail stock for Q4 2018, up 4.9% quarter-over-quarter.
  • 38 funds opened new Otter Tail positions in Q4 2018 and 12 closed out, a net change of +26 holders.
  • The largest Otter Tail buyer in Q4 2018 was Stifel Financial, an estimated $3.43M added.
  • The largest Otter Tail seller in Q4 2018 was Morgan Stanley, an estimated $4.79M sold.

Based on aggregated 13F filings for Q4 2018.