We are live on ! Find out more
OTTR icon

Otter Tail
OTTR

183 hedge funds and large institutions have $958M invested in Otter Tail in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

5% more funds holding

Funds holding: 174 → 183 (+9)

3% more capital invested

Capital invested by funds: $927M → $958M (+$31.3M)

0.69% more ownership

Funds ownership: 44.15% → 44.84% (+0.69%)

Holders
183
Holders Change
+9
Holders Change %
+5.17%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
65
Reduced
46
Closed
13
Calls
$731K
Puts
–
Net Calls
+$731K
Net Calls Change
-$130K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$5.62M
2
BlackRock
BlackRock
New York
+$3.66M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.13M
4
Millennium Management
Millennium Management
New York
+$2.24M
5
FP
Foundry Partners
Minnesota
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.23M
2
N
Nuveen
North Carolina
-$3.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.44M
4
GF
Gabelli Funds
New York
-$1.69M
5
GI
GAMCO Investors
Connecticut
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$3.61M +$31.4K +600 +0.9%
Bessemer Group
27
Bessemer Group
New Jersey
$3.57M +$147K +2,800 +4%
UBS Group
28
UBS Group
Switzerland
$3.54M +$1.14M +21,719 +49%
OAM
29
Oxford Asset Management
United Kingdom
$3.38M -$864K -16,516 -21%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$3.3M +$41.5K +794 +1%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$3.29M +$105K +2,000 +3%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$3.29M +$237K +4,520 +8%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.16M +$138K +2,642 +5%
Invesco
34
Invesco
Georgia
$2.92M -$119K -2,269 -4%
Citadel Advisors
35
Citadel Advisors
Florida
$2.5M +$654K +12,504 +37%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$2.45M +$527K +10,064 +28%
FP
37
Foundry Partners
Minnesota
$2.43M +$1.87M +35,774 +378%
Bank of America
38
Bank of America
North Carolina
$2.43M -$2.51K -48 -0.1%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$2.12M +$517K +9,871 +33%
WT
40
Whittier Trust
California
$2.11M +$21.6K +413 +1%
SLG
41
Stanley-Laman Group
Pennsylvania
$2.08M -$17.4K -333 -0.9%
UBS AM
42
UBS AM
Illinois
$1.98M +$320K +6,122 +20%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.95M – – –
US Bancorp
44
US Bancorp
Minnesota
$1.85M -$13.9K -265 -0.8%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$1.79M +$1.74M +33,288 New
Ameriprise
46
Ameriprise
Minnesota
$1.73M -$406K -7,768 -19%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.58M +$619K +11,825 +68%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.57M +$853K +16,300 +126%
CS
49
Credit Suisse
Switzerland
$1.53M +$218K +4,172 +17%
ZIM
50
Zacks Investment Management
Illinois
$1.52M -$275K -5,259 -16%
1
2
3 4 5

OTTR Hedge Fund Activity: Q3 2019 in Review

183 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2019, worth a combined $958M — up 3.4% from $927M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OTTR positions and 13 closed out — a net gain of 9 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $5.62M. The largest seller was Wells Fargo, cutting an estimated $4.23M.

  • 183 institutional investors held Otter Tail (OTTR) as of Q3 2019, up from 174 in Q2 2019.
  • Funds reported $958M of Otter Tail stock for Q3 2019, up 3.4% quarter-over-quarter.
  • 22 funds opened new Otter Tail positions in Q3 2019 and 13 closed out, a net change of +9 holders.
  • The largest Otter Tail buyer in Q3 2019 was First Trust Advisors, an estimated $5.62M added.
  • The largest Otter Tail seller in Q3 2019 was Wells Fargo, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2019.