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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$758K +$306K +5,852 +71%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$706K -$11.4K -217 -2%
ZCM
78
Zebra Capital Management
Connecticut
$706K +$66.1K +1,264 +11%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$703K +$1.05K +20 +0.2%
AI
80
Accredited Investors
Minnesota
$700K +$1.31K +25 +0.2%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$698K -$58.6K -1,119 -8%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$692K
RJA
83
Raymond James & Associates
Florida
$675K +$147K +2,804 +29%
AG
84
Algert Global
California
$658K
NSEDCP
85
NJ State Employees Deferred Compensation Plan
New Jersey
$645K
HW
86
Hancock Whitney
Mississippi
$612K -$11.5K -219 -2%
AG
87
Advisor Group
Arizona
$605K -$4.29K -82 -0.7%
PP
88
Paloma Partners
Connecticut
$597K +$582K +11,123 New
M&T Bank
89
M&T Bank
New York
$574K
NP
90
NorthRock Partners
Minnesota
$561K -$52 -1 -0%
AAM
91
Arabesque Asset Management
United Kingdom
$559K +$89K +1,700 +20%
ERSOT
92
Employees Retirement System of Texas
Texas
$553K +$538K +10,282 New
RJFSA
93
Raymond James Financial Services Advisors
Florida
$549K +$84.6K +1,616 +19%
CCIA
94
Campbell & Co Investment Adviser
Maryland
$517K +$503K +9,613 New
VBFP
95
Valtinson Bruner Financial Planning
Minnesota
$503K
PAM
96
Panagora Asset Management
Massachusetts
$490K -$200K -3,820 -30%
AIA
97
Affinity Investment Advisors
California
$490K +$3.14K +60 +0.7%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$489K +$141K +2,700 +42%
FAF
99
Första AP-fonden
Sweden
$478K
NA
100
NewEdge Advisors
Louisiana
$475K -$61.3K -1,171 -12%

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.