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Otter Tail

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: 174183 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$1.49M +$167K +3,195 +13%
VRS
52
Virginia Retirement Systems
Virginia
$1.46M
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$1.42M +$64.4K +1,230 +5%
LPL Financial
54
LPL Financial
California
$1.36M +$219K +4,179 +20%
AIG
55
American International Group
New York
$1.34M -$9K -172 -0.7%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$1.3M +$9.63K +184 +0.8%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M -$890 -17 -0.1%
IA
58
Icon Advisers
Colorado
$1.24M
Two Sigma Investments
59
Two Sigma Investments
New York
$1.18M -$674K -12,876 -37%
JP Morgan Chase
60
JP Morgan Chase
New York
$1.15M +$141K +2,701 +15%
CIC
61
Cornercap Investment Counsel
Georgia
$1.11M +$46K +880 +4%
Barclays
62
Barclays
United Kingdom
$1.05M -$405K -7,740 -28%
Legal & General Group
63
Legal & General Group
United Kingdom
$1.04M +$109K +2,082 +12%
AAM
64
Advisors Asset Management
Colorado
$1M +$46.5K +889 +5%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$984K +$221K +4,221 +30%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$947K +$26.6K +508 +3%
SGI
67
Summit Global Investments
Utah
$938K +$117K +2,245 +15%
Deutsche Bank
68
Deutsche Bank
Germany
$921K -$913K -17,450 -50%
AQR Capital Management
69
AQR Capital Management
Connecticut
$884K +$117K +2,234 +16%
MIM
70
MetLife Investment Management
New Jersey
$875K -$91.4K -1,747 -10%
HIM
71
Hillsdale Investment Management
Ontario, Canada
$839K -$52.3K -1,000 -6%
SG Americas Securities
72
SG Americas Securities
New York
$825K +$478K +9,142 +147%
SEI Investments
73
SEI Investments
Pennsylvania
$804K -$18.1K -345 -2%
FFN
74
Focus Financial Network
Minnesota
$798K +$5.97K +114 +0.8%
AG
75
Aperio Group
California
$774K -$20.9K -399 -3%

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.