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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
Barclays
76
Barclays
United Kingdom
$484K +$122K +2,925 +36%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$468K +$247K +5,900 +120%
M&T Bank
78
M&T Bank
New York
$462K
SCM
79
Southport Capital Management
Tennessee
$460K -$6.28K -150 -1%
Citigroup
80
Citigroup
New York
$421K +$16.9K +403 +4%
Hotchkis & Wiley Capital Management
81
Hotchkis & Wiley Capital Management
California
$381K +$5.27K +126 +1%
Robeco Institutional Asset Management
82
Robeco Institutional Asset Management
Netherlands
$364K
AG
83
Aperio Group
California
$361K +$54.8K +1,309 +19%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$360K -$181K -4,319 -34%
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$342K -$182K -4,338 -36%
BB
86
Bell Bank
North Dakota
$342K +$117K +2,804 +55%
FIM
87
Freedom Investment Management
Connecticut
$327K +$9.21K +220 +3%
AG
88
Advisor Group
Arizona
$315K -$29.2K -698 -9%
Citadel Advisors
89
Citadel Advisors
Florida
$307K -$866K -20,703 -75%
MPI
90
Mairs & Power Inc
Minnesota
$304K
SCM
91
Symons Capital Management
Pennsylvania
$299K -$58K -1,386 -17%
Principal Financial Group
92
Principal Financial Group
Iowa
$295K -$30.3K -725 -10%
FMII
93
Farmers & Merchants Investments Inc
Nebraska
$293K
SG Americas Securities
94
SG Americas Securities
New York
$286K +$142K +3,391 +106%
NPPM
95
North Point Portfolio Managers
Ohio
$264K
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$255K -$98K -2,341 -28%
USAA
97
United Services Automobile Association
Texas
$255K +$246K +5,878 New
Neuberger Berman Group
98
Neuberger Berman Group
New York
$253K -$11.1K -266 -4%
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$250K -$13.4K -320 -5%
VIA
100
Vident Investment Advisory
Georgia
$242K +$234K +5,601 New

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.