Otter Tail
OTTR
178 hedge funds and large institutions have $931M invested in Otter Tail in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 63 increasing their positions, 46 reducing their positions, and 23 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 46
0.83% more ownership
Funds ownership: 44.84% → 45.67% (+0.83%)
3% less capital invested
Capital invested by funds: $958M → $931M (-$26.8M)
3% less funds holding
Funds holding: 183 → 178 (-5)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$9.98M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$7.11M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$6.24M |
| 4 |
Millennium Management
New York
|
+$5.06M |
| 5 |
Barclays
London,
United Kingdom
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$4.48M |
| 2 |
GF
Gabelli Funds
Rye,
New York
|
-$4.41M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$3.05M |
| 4 |
Renaissance Technologies
New York
|
-$2.3M |
| 5 |
Goldman Sachs
New York
|
-$2.27M |
OTTR Hedge Fund Activity: Q4 2019 in Review
178 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2019, worth a combined $931M — down 2.8% from $958M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of OTTR and 20 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 63 added.
The largest buyer was First Trust Advisors, adding an estimated $9.98M. The largest seller was American Century Companies, cutting an estimated $4.48M.
- 178 institutional investors held Otter Tail (OTTR) as of Q4 2019, down from 183 in Q3 2019.
- Funds reported $931M of Otter Tail stock for Q4 2019, down 2.8% quarter-over-quarter.
- 20 funds opened new Otter Tail positions in Q4 2019 and 23 closed out, a net change of -3 holders.
- The largest Otter Tail buyer in Q4 2019 was First Trust Advisors, an estimated $9.98M added.
- The largest Otter Tail seller in Q4 2019 was American Century Companies, an estimated $4.48M sold.
Based on aggregated 13F filings for Q4 2019.