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Otter Tail
OTTR

Overview Fund Activity

171 hedge funds and large institutions have $734M invested in Otter Tail in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
3.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
51
Reduced
57
Closed
27
Calls
$309K
Puts
$3K
Net Calls
+$306K
Net Calls Change
+$306K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$10.7M
2
GT
Glenmede Trust
Pennsylvania
+$8.04M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8M
4
Prudential Financial
Prudential Financial
New Jersey
+$3.47M
5
Millennium Management
Millennium Management
New York
+$3.07M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$4.75M
2
Victory Capital Management
Victory Capital Management
Texas
-$4.73M
3
Charles Schwab
Charles Schwab
California
-$4.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.65M
5
Wells Fargo
Wells Fargo
California
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Accredited Investors
Minnesota
$329K -$178K -4,593 -35%
RJA
102
Raymond James & Associates
Florida
$325K +$106K +2,738 +48%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$322K -$457K -11,775 -59%
ECM
104
ExodusPoint Capital Management
New York
$318K +$318K +8,209 New
ASRS
105
Arizona State Retirement System
Arizona
$317K -$9K -232 -3%
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$317K +$317K +8,170 New
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$303K +$2.95K +76 +1%
FHB
108
First Hawaiian Bank
Hawaii
$282K – – –
ISB
109
Iowa State Bank
Iowa
$264K – – –
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$255K +$125K +3,345 +97%
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$244K – – –
NPPM
112
North Point Portfolio Managers
Ohio
$237K – – –
WCM
113
Wedge Capital Management
North Carolina
$235K -$5.63K -145 -2%
KWM
114
Kingsview Wealth Management
Oregon
$225K +$225K +5,789 New
PAM
115
Panagora Asset Management
Massachusetts
$222K -$215K -5,552 -49%
DADC
116
D.A. Davidson & Co
Montana
$221K – – –
Squarepoint
117
Squarepoint
New York
$220K +$220K +5,669 New
SPIA
118
Steward Partners Investment Advisory
New York
$212K – – –
AIM
119
Aigen Investment Management
New York
$211K +$211K +5,437 New
ProShare Advisors
120
ProShare Advisors
Maryland
$211K +$211K +5,449 New
EGM
121
Engineers Gate Manager
New York
$209K +$209K +5,378 New
Marshall Wace
122
Marshall Wace
United Kingdom
$206K -$581K -14,975 -74%
Principal Financial Group
123
Principal Financial Group
Iowa
$204K -$28K -721 -12%
SCM
124
Symons Capital Management
Pennsylvania
$202K -$930 -24 -0.5%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$196K +$82K +2,111 +72%
3 4
5
6 7