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Otter Tail
OTTR

Overview Fund Activity

175 hedge funds and large institutions have $817M invested in Otter Tail in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
52
Reduced
55
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$6.08M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.83M
3
Charles Schwab
Charles Schwab
California
+$5.53M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$3.56M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.04M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$6.16M
2
Millennium Management
Millennium Management
New York
-$2.82M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.67M
4
BlackRock
BlackRock
New York
-$1.73M
5
American Century Companies
American Century Companies
Missouri
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$344K – – –
HSBC Holdings
102
HSBC Holdings
United Kingdom
$337K -$250K -5,604 -43%
FHB
103
First Hawaiian Bank
Hawaii
$323K – – –
ISB
104
Iowa State Bank
Iowa
$302K – – –
AB
105
Amalgamated Bank
New York
$290K -$10.5K -237 -4%
RFC
106
Regions Financial Corp
Alabama
$288K +$108K +2,430 +60%
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$280K – – –
WCM
108
Wedge Capital Management
North Carolina
$275K +$275K +6,193 New
NPPM
109
North Point Portfolio Managers
Ohio
$271K – – –
Principal Financial Group
110
Principal Financial Group
Iowa
$266K +$266K +5,978 New
Prudential Financial
111
Prudential Financial
New Jersey
$261K +$77.9K +1,756 +43%
CWM
112
Cornerstone Wealth Management
Missouri
$259K +$259K +5,832 New
DADC
113
D.A. Davidson & Co
Montana
$255K -$44.7K -1,000 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
114
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$253K -$555K -12,500 -69%
RJA
115
Raymond James & Associates
Florida
$251K -$392K -8,817 -61%
AAS
116
Avantax Advisory Services
Texas
$247K +$247K +5,537 New
SPIA
117
Steward Partners Investment Advisory
New York
$242K – – –
SCM
118
Symons Capital Management
Pennsylvania
$233K -$1.56K -35 -0.7%
HI
119
Hendershot Investments
Virginia
$222K – – –
CFGS
120
Concourse Financial Group Securities
Alabama
$220K +$1.2K +27 +0.5%
BBNA
121
Bremer Bank National Association
Minnesota
$212K – – –
CSS
122
Cubist Systematic Strategies
Connecticut
$212K +$212K +4,779 New
PP
123
PDT Partners
New York
$207K +$207K +4,659 New
ACI
124
AMP Capital Investors
Australia
$204K +$185 +4 +0.1%
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$204K +$204K +4,587 New
3 4
5
6 7