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Otter Tail

153 hedge funds and large institutions have $737M invested in Otter Tail in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
51
Closed
19
Calls
$928K
Puts
$486K
Net Calls
+$442K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$30K
HNB
127
Huntington National Bank
Ohio
$30K
LFA
128
Legacy Financial Advisors
Kentucky
$29K
OIA
129
Optimum Investment Advisors
Illinois
$26K +$26K +600 New
RFM
130
Royal Fund Management
Florida
$23K
TRCT
131
Tower Research Capital (TRC)
New York
$18K -$103K -2,386 -85%
APP
132
Avantax Planning Partners
Iowa
$18K +$18K +412 New
PCM
133
Poehling Capital Management
Wisconsin
$17K
EWM
134
Edge Wealth Management
New York
$14K
FANJ
135
Financial Architects (New Jersey)
New Jersey
$13K
RA
136
Royce & Associates
New York
$13K +$13K +298 New
CAGAS
137
Capital Advisory Group Advisory Services
Minnesota
$12K +$12K +300 New
ST
138
Smithfield Trust
Pennsylvania
$11K
AF
139
Allworth Financial
California
$9K -$9K -208 -50%
CTC
140
Central Trust Company
Missouri
$9K -$9K -200 -50%
RFA
141
Reilly Financial Advisors
California
$9K
AssetMark Inc
142
AssetMark Inc
California
$9K
MYIA
143
Mount Yale Investment Advisors
Colorado
$9K +$9K +200 New
GT
144
Glenmede Trust
Pennsylvania
$7K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$7K
TCM
146
Tradewinds Capital Management
Washington
$7K
AIM
147
Advantage Investment Management
Iowa
$7K
TCOV
148
Trust Company of Vermont
Vermont
$6K
YWP
149
YorkBridge Wealth Partners
New York
$2K
VCM
150
Versant Capital Management
Arizona
$2K