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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
AIMCA
51
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$903K +$869K +18,200 New
MIM
52
MetLife Investment Management
New Jersey
$895K
VOYA Investment Management
53
VOYA Investment Management
Georgia
$876K -$340K -7,134 -29%
Prudential Financial
54
Prudential Financial
New Jersey
$870K -$65.1K -1,363 -7%
LPL Financial
55
LPL Financial
California
$870K +$57.6K +1,207 +7%
Ameriprise
56
Ameriprise
Minnesota
$867K +$463K +9,692 +125%
AAM
57
Advisors Asset Management
Colorado
$834K +$211K +4,413 +36%
Legal & General Group
58
Legal & General Group
United Kingdom
$819K +$133K +2,787 +20%
VRS
59
Virginia Retirement Systems
Virginia
$740K
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$726K +$19.1K +401 +3%
HW
61
Hancock Whitney
Mississippi
$724K -$28.1K -589 -4%
Citigroup
62
Citigroup
New York
$691K +$122K +2,558 +23%
SEI Investments
63
SEI Investments
Pennsylvania
$686K +$341K +7,139 +105%
ZIM
64
Zacks Investment Management
Illinois
$683K +$657K +13,764 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$649K +$13.9K +291 +2%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$647K
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$647K
AI
68
Accredited Investors
Minnesota
$642K +$1.19K +25 +0.2%
EGM
69
Engineers Gate Manager
New York
$614K +$590K +12,365 New
NSEDCP
70
NJ State Employees Deferred Compensation Plan
New Jersey
$596K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$584K +$561K +11,761 New
NP
72
NorthRock Partners
Minnesota
$577K -$15.6K -327 -3%
M&T Bank
73
M&T Bank
New York
$530K
ZCM
74
Zebra Capital Management
Connecticut
$528K +$55K +1,153 +12%
AG
75
Advisor Group
Arizona
$519K +$103K +2,168 +26%

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.