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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
Principal Financial Group
101
Principal Financial Group
Iowa
$300K -$525 -11 -0.2%
QI
102
Qtron Investments
Massachusetts
$293K +$281K +5,897 New
OSIA
103
O'Shares Investment Advisers
Massachusetts
$283K +$272K +5,706 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$275K +$4.77K +100 +2%
SCM
105
Symons Capital Management
Pennsylvania
$273K -$48.5K -1,016 -16%
FHB
106
First Hawaiian Bank
Hawaii
$272K +$262K +5,480 New
AB
107
Amalgamated Bank
New York
$260K -$4.68K -98 -2%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$258K
BB
109
Bell Bank
North Dakota
$257K
N
110
Natixis
France
$248K +$238K +4,991 New
SPIA
111
Steward Partners Investment Advisory
New York
$241K +$103K +2,166 +81%
WAAG
112
Wealth Alliance Advisory Group
Kansas
$238K
Canada Life
113
Canada Life
Manitoba, Canada
$235K -$16.2K -340 -6%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$228K +$13.7K +287 +7%
CFGS
115
Concourse Financial Group Securities
Alabama
$219K
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$218K
MC
117
Menta Capital
California
$215K +$207K +4,339 New
WTC
118
WhitTier Trust Company
Nevada
$213K +$20.5K +430 +11%
ProShare Advisors
119
ProShare Advisors
Maryland
$206K -$31.9K -669 -14%
William Blair & Company
120
William Blair & Company
Illinois
$205K +$197K +4,131 New
MCM
121
Murphy Capital Management
New Jersey
$204K -$22.7K -475 -10%
AF
122
Alerus Financial
North Dakota
$204K +$196K +4,117 New
New York State Teachers Retirement System (NYSTRS)
123
New York State Teachers Retirement System (NYSTRS)
New York
$174K +$167K +3,500 New
AF
124
Advisornet Financial
Minnesota
$172K -$40.3K -844 -20%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$168K +$52.2K +1,094 +48%

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.