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Otter Tail

153 hedge funds and large institutions have $737M invested in Otter Tail in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $928K | Put options by funds: $486K

0.78% more ownership

Funds ownership: 42.11%42.88% (+0.78%)

1% less capital invested

Capital invested by funds: $740M → $737M (-$3.82M)

1% less funds holding

Funds holding: 154153 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
51
Closed
19
Calls
$928K
Puts
$486K
Net Calls
+$442K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
Assured Investment Management
New York
$1.08M +$1.04M +24,825 New
IA
52
Icon Advisers
Colorado
$1.06M +$536K +12,800 +110%
LPL Financial
53
LPL Financial
California
$1.03M -$60.5K -1,447 -6%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.01M +$3.22K +77 +0.3%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$954K
SEI Investments
56
SEI Investments
Pennsylvania
$840K +$461K +11,024 +132%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$828K
AAM
58
Advisors Asset Management
Colorado
$814K -$77.3K -1,848 -8%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$800K -$25.6K -611 -3%
VRS
60
Virginia Retirement Systems
Virginia
$793K -$25.1K -600 -3%
MIM
61
MetLife Investment Management
New Jersey
$711K -$103K -2,463 -13%
WG
62
Winton Group
United Kingdom
$671K +$648K +15,479 New
UBS AM
63
UBS AM
Illinois
$661K -$168K -4,003 -21%
GC
64
Guggenheim Capital
Illinois
$651K -$324K -7,743 -34%
Legal & General Group
65
Legal & General Group
United Kingdom
$634K -$113K -2,691 -16%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$623K +$3.64K +87 +0.6%
Acadian Asset Management
67
Acadian Asset Management
Massachusetts
$605K -$609K -14,563 -51%
ISB
68
Iowa State Bank
Iowa
$589K
AI
69
Accredited Investors
Minnesota
$558K +$1.21K +29 +0.2%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$549K +$1.09K +26 +0.2%
AC
71
Ashler Capital
Illinois
$535K +$517K +12,351 New
JP Morgan Chase
72
JP Morgan Chase
New York
$516K +$42 +1 +0%
AQR Capital Management
73
AQR Capital Management
Connecticut
$514K -$5.9K -141 -1%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$507K +$43.5K +1,039 +10%
NP
75
NorthRock Partners
Minnesota
$491K +$74.4K +1,779 +19%

OTTR Hedge Fund Activity: Q1 2018 in Review

153 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2018, worth a combined $737M — down 0.52% from $740M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OTTR and 18 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Millennium Management, cutting an estimated $3.39M.

  • 153 institutional investors held Otter Tail (OTTR) as of Q1 2018, down from 154 in Q4 2017.
  • Funds reported $737M of Otter Tail stock for Q1 2018, down 0.52% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2018 and 19 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2018 was Wells Fargo, an estimated $10.3M added.
  • The largest Otter Tail seller in Q1 2018 was Millennium Management, an estimated $3.39M sold.

Based on aggregated 13F filings for Q1 2018.