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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
BCM
101
BlueCrest Capital Management
Jersey
$232K +$224K +5,344 New
Canada Life
102
Canada Life
Manitoba, Canada
$229K +$44.3K +1,058 +25%
AB
103
Amalgamated Bank
New York
$225K -$3.22K -77 -1%
ProShare Advisors
104
ProShare Advisors
Maryland
$218K -$34K -812 -14%
MCM
105
Murphy Capital Management
New Jersey
$216K
WAAG
106
Wealth Alliance Advisory Group
Kansas
$208K +$201K +4,800 New
CIM
107
Contravisory Investment Management
Massachusetts
$200K
AF
108
Advisornet Financial
Minnesota
$176K +$13.7K +328 +9%
AIP
109
Ameritas Investment Partners
Nebraska
$150K
PWM
110
Perigon Wealth Management
California
$145K +$58K +1,385 +70%
RFC
111
Regions Financial Corp
Alabama
$130K
NSIM
112
North Star Investment Management
Illinois
$127K +$209 +5 +0.2%
SPIA
113
Steward Partners Investment Advisory
New York
$116K +$8.37K +200 +8%
WTC
114
WhitTier Trust Company
Nevada
$111K +$40.9K +977 +61%
IFAM
115
Institutional & Family Asset Management
Colorado
$101K +$97.4K +2,328 New
PAM
116
Panagora Asset Management
Massachusetts
$99K -$66.3K -1,584 -41%
GWM
117
Geneos Wealth Management
Colorado
$97K +$251 +6 +0.3%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$81K -$194K -4,643 -71%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$74K
SWM
120
SeaCrest Wealth Management
New York
$69K
QI
121
QS Investors
New York
$53K
BAM
122
Bruderman Asset Management
New York
$49K +$47.4K +1,133 New
PA
123
Parallel Advisors
California
$43K -$14.7K -352 -26%
IBOK
124
Independence Bank of Kentucky
Kentucky
$39K
RCAG
125
Rehmann Capital Advisory Group
Michigan
$35K +$33.8K +807 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.