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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
WTC
101
WhitTier Trust Company
Nevada
$422K +$64.6K +1,234 +19%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$392K +$53.1K +1,015 +16%
FHB
103
First Hawaiian Bank
Hawaii
$390K
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$388K -$13.3K -255 -3%
HF
105
HRT Financial
New York
$385K +$375K +7,163 New
SCM
106
Southport Capital Management
Tennessee
$370K -$106K -2,031 -23%
ISB
107
Iowa State Bank
Iowa
$365K
Principal Financial Group
108
Principal Financial Group
Iowa
$354K +$81.1K +1,550 +31%
FMII
109
Farmers & Merchants Investments Inc
Nebraska
$339K
AB
110
Amalgamated Bank
New York
$338K -$4.97K -95 -1%
NPPM
111
North Point Portfolio Managers
Ohio
$328K
QI
112
Qtron Investments
Massachusetts
$305K
SPIA
113
Steward Partners Investment Advisory
New York
$293K
SCM
114
Symons Capital Management
Pennsylvania
$285K -$8.79K -168 -3%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$280K
HI
116
Hendershot Investments
Virginia
$269K
Citigroup
117
Citigroup
New York
$266K -$296K -5,660 -53%
CFGS
118
Concourse Financial Group Securities
Alabama
$263K
Man Group
119
Man Group
United Kingdom
$260K -$1.2M -22,854 -83%
BBNA
120
Bremer Bank National Association
Minnesota
$256K
CEP
121
Chicago Equity Partners
Illinois
$242K -$279K -5,340 -54%
DADC
122
D.A. Davidson & Co
Montana
$242K +$26.2K +500 +13%
ProShare Advisors
123
ProShare Advisors
Maryland
$241K +$16.6K +317 +8%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$237K
AAMU
125
Amundi Asset Management US
Massachusetts
$226K +$47.1K +900 +27%

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.