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Otter Tail
OTTR

Overview Fund Activity

163 hedge funds and large institutions have $681M invested in Otter Tail in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-8
Holders Change %
-4.68%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
56
Reduced
49
Closed
24
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
-$6K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$10M
2
GT
Glenmede Trust
Pennsylvania
+$5.92M
3
Prudential Financial
Prudential Financial
New Jersey
+$3.5M
4
GI
GAMCO Investors
Connecticut
+$3.1M
5
SCM
Shelton Capital Management
Colorado
+$1.56M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.13M
2
PCM
Penn Capital Management
Pennsylvania
-$2.78M
3
Bessemer Group
Bessemer Group
New Jersey
-$2.2M
4
QI
QS Investors
New York
-$2.08M
5
MAM
Martingale Asset Management
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$296K – – –
II
102
Inspire Investing
Idaho
$285K +$285K +7,884 New
PAM
103
Panagora Asset Management
Massachusetts
$275K +$67.9K +1,876 +33%
AAS
104
Avantax Advisory Services
Texas
$270K +$270K +7,452 New
VRS
105
Virginia Retirement Systems
Virginia
$268K -$243K -6,700 -48%
BPM
106
Bowling Portfolio Management
Ohio
$266K +$266K +7,351 New
FHB
107
First Hawaiian Bank
Hawaii
$263K – – –
AG
108
Aperio Group
California
$254K -$123K -3,405 -33%
SGI
109
Summit Global Investments
Utah
$253K -$405K -11,215 -62%
ISB
110
Iowa State Bank
Iowa
$246K – – –
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$228K – – –
OSIA
112
O'Shares Investment Advisers
Massachusetts
$223K +$223K +6,165 New
NPPM
113
North Point Portfolio Managers
Ohio
$221K – – –
DADC
114
D.A. Davidson & Co
Montana
$206K – – –
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$203K -$58.2K -1,516 -22%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$183K – – –
HI
117
Hendershot Investments
Virginia
$181K – – –
CFGS
118
Concourse Financial Group Securities
Alabama
$164K +$1.3K +36 +0.8%
IA
119
IndexIQ Advisors
New York
$153K +$8.26K +228 +6%
SPIA
120
Steward Partners Investment Advisory
New York
$133K -$64.9K -1,789 -33%
AF
121
Advisornet Financial
Minnesota
$127K -$19.2K -532 -13%
AIP
122
Ameritas Investment Partners
Nebraska
$124K – – –
Canada Life
123
Canada Life
Manitoba, Canada
$106K -$828K -22,914 -89%
QT
124
Quantbot Technologies
New York
$90K -$85.9K -2,387 -49%
IFAM
125
Institutional & Family Asset Management
Colorado
$84K – – –
3 4
5
6 7