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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

91% more call options, than puts

Call options by funds: $928K | Put options by funds: $486K

0.78% more ownership

Funds ownership: 42.11%42.88% (+0.78%)

1% less capital invested

Capital invested by funds: $740M → $737M (-$3.82M)

1% less funds holding

Funds holding: 154153 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

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
Change in
Stake
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 +$25.1K +600 New
RFM
130
Royal Fund Management
Florida
$23K
TRCT
131
Tower Research Capital (TRC)
New York
$18K -$99.8K -2,386 -85%
APP
132
Avantax Planning Partners
Iowa
$18K +$17.2K +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 +$12.5K +298 New
CAGAS
137
Capital Advisory Group Advisory Services
Minnesota
$12K +$12.6K +300 New
ST
138
Smithfield Trust
Pennsylvania
$11K
AF
139
Allworth Financial
California
$9K -$8.7K -208 -50%
CTC
140
Central Trust Company
Missouri
$9K -$8.37K -200 -50%
AssetMark Inc
141
AssetMark Inc
California
$9K
RFA
142
Reilly Financial Advisors
California
$9K
MYIA
143
Mount Yale Investment Advisors
Colorado
$9K +$8.37K +200 New
AIM
144
Advantage Investment Management
Iowa
$7K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$7K
GT
146
Glenmede Trust
Pennsylvania
$7K
TCM
147
Tradewinds Capital Management
Washington
$7K
TCOV
148
Trust Company of Vermont
Vermont
$6K
PK
149
Pflug Koory
Nebraska
$2K
VCM
150
Versant Capital Management
Arizona
$2K

OTTR Hedge Fund Activity: Q1 2018 in Review

153 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2018, worth a combined $737M — down 0.52% from $740M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OTTR and 18 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Millennium Management, cutting an estimated $3.39M.

  • 153 institutional investors held Otter Tail (OTTR) as of Q1 2018, down from 154 in Q4 2017.
  • Funds reported $737M of Otter Tail stock for Q1 2018, down 0.52% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2018 and 19 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2018 was Wells Fargo, an estimated $10.3M added.
  • The largest Otter Tail seller in Q1 2018 was Millennium Management, an estimated $3.39M sold.

Based on aggregated 13F filings for Q1 2018.