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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
USAA
76
United Services Automobile Association
Texas
$513K +$49.7K +1,041 +11%
AQR Capital Management
77
AQR Capital Management
Connecticut
$500K -$10.8K -226 -2%
SCM
78
Southport Capital Management
Tennessee
$488K -$14.6K -305 -3%
AG
79
Aperio Group
California
$488K +$63.4K +1,329 +16%
VBFP
80
Valtinson Bruner Financial Planning
Minnesota
$462K +$444K +9,298 New
FAF
81
Första AP-fonden
Sweden
$442K -$90.7K -1,900 -18%
WG
82
Winton Group
United Kingdom
$437K -$270K -5,657 -39%
SFI
83
Susquehanna Fundamental Investments
Pennsylvania
$437K
AIA
84
Affinity Investment Advisors
California
$437K +$420K +8,794 New
CI
85
Cigna Investments
Connecticut
$425K +$409K +8,562 New
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$417K
Holocene Advisors
87
Holocene Advisors
New York
$412K +$396K +8,300 New
FQ
88
First Quadrant
California
$410K +$394K +8,259 New
RJFSA
89
Raymond James Financial Services Advisors
Florida
$369K -$38.3K -802 -10%
PAM
90
Panagora Asset Management
Massachusetts
$369K +$246K +5,149 +226%
AAM
91
Arabesque Asset Management
United Kingdom
$367K +$353K +7,400 New
AG
92
Algert Global
California
$362K +$348K +7,289 New
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$353K +$340K +7,115 New
FP
94
Foundry Partners
Minnesota
$341K +$328K +6,875 New
QI
95
QS Investors
New York
$339K
ISB
96
Iowa State Bank
Iowa
$337K
BTNA
97
Bremer Trust National Association
Minnesota
$321K +$308K +6,461 New
FMII
98
Farmers & Merchants Investments Inc
Nebraska
$318K
NPPM
99
North Point Portfolio Managers
Ohio
$303K
Citadel Advisors
100
Citadel Advisors
Florida
$300K -$1.2M -25,095 -81%

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.