Otter Tail
OTTR
163 hedge funds and large institutions have $681M invested in Otter Tail in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 24 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 49
0.23% less ownership
Funds ownership: 46.77% → 46.53% (-0.23%)
5% less funds holding
Funds holding: 171 → 163 (-8)
7% less capital invested
Capital invested by funds: $734M → $681M (-$52.8M)
33% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.7M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$6.3M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$3.72M |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$3.3M |
| 5 |
SCM
Shelton Capital Management
Denver,
Colorado
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.53M |
| 2 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$2.78M |
| 3 |
QI
QS Investors
New York
|
-$2.21M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.2M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$2.19M |
OTTR Hedge Fund Activity: Q3 2020 in Review
163 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2020, worth a combined $681M — down 7.2% from $734M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of OTTR and 16 opened new positions — a net loss of 8 holders — while 49 trimmed existing stakes and 56 added.
The largest buyer was First Trust Advisors, adding an estimated $10.7M. The largest seller was Vanguard Group, cutting an estimated $6.53M.
- 163 institutional investors held Otter Tail (OTTR) as of Q3 2020, down from 171 in Q2 2020.
- Funds reported $681M of Otter Tail stock for Q3 2020, down 7.2% quarter-over-quarter.
- 16 funds opened new Otter Tail positions in Q3 2020 and 24 closed out, a net change of -8 holders.
- The largest Otter Tail buyer in Q3 2020 was First Trust Advisors, an estimated $10.7M added.
- The largest Otter Tail seller in Q3 2020 was Vanguard Group, an estimated $6.53M sold.
Based on aggregated 13F filings for Q3 2020.