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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
Prudential Financial
51
Prudential Financial
New Jersey
$905K -$434K -8,983 -32%
Barclays
52
Barclays
United Kingdom
$873K +$650K +13,438 +282%
MIM
53
MetLife Investment Management
New Jersey
$864K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$784K +$218K +4,516 +38%
LPL Financial
55
LPL Financial
California
$781K -$60.3K -1,247 -7%
HW
56
Hancock Whitney
Mississippi
$726K +$733K +15,167 New
VRS
57
Virginia Retirement Systems
Virginia
$714K -$4.83K -100 -0.7%
WG
58
Winton Group
United Kingdom
$692K +$108K +2,237 +18%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$681K -$8.27K -171 -1%
Legal & General Group
60
Legal & General Group
United Kingdom
$656K
JP Morgan Chase
61
JP Morgan Chase
New York
$649K +$80.5K +1,666 +14%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$624K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$623K
AI
64
Accredited Investors
Minnesota
$619K +$1.21K +25 +0.2%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$612K -$1.16M -23,978 -65%
AAM
66
Advisors Asset Management
Colorado
$593K +$217K +4,496 +57%
NSEDCP
67
NJ State Employees Deferred Compensation Plan
New Jersey
$575K
NP
68
NorthRock Partners
Minnesota
$573K +$106K +2,194 +22%
Citigroup
69
Citigroup
New York
$544K +$63.4K +1,312 +13%
OAM
70
Oxford Asset Management
United Kingdom
$543K -$386K -7,984 -41%
FAF
71
Första AP-fonden
Sweden
$517K -$174K -3,600 -25%
M&T Bank
72
M&T Bank
New York
$512K
Acadian Asset Management
73
Acadian Asset Management
Massachusetts
$499K -$385K -7,969 -43%
AQR Capital Management
74
AQR Capital Management
Connecticut
$494K -$71.4K -1,476 -13%
SCM
75
Southport Capital Management
Tennessee
$485K -$10K -207 -2%

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.