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Otter Tail

152 hedge funds and large institutions have $806M invested in Otter Tail in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
50
Reduced
49
Closed
16
Calls
$1.29M
Puts
$1.02M
Net Calls
+$262K
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
126
Legacy Financial Advisors
Kentucky
$32K
OIA
127
Optimum Investment Advisors
Illinois
$29K
RFM
128
Royal Fund Management
Florida
$26K
MAM
129
Meeder Asset Management
Ohio
$24.4K +$24.4K +513 New
RA
130
Royce & Associates
New York
$23K +$8.66K +180 +60%
EWM
131
Edge Wealth Management
New York
$15K
CAGAS
132
Capital Advisory Group Advisory Services
Minnesota
$15K
FHA
133
Flagship Harbor Advisors
Massachusetts
$15K +$15K +330 New
FANJ
134
Financial Architects (New Jersey)
New Jersey
$14K
CTC
135
Central Trust Company
Missouri
$10K
AssetMark Inc
136
AssetMark Inc
California
$10K
RFA
137
Reilly Financial Advisors
California
$10K
MYIA
138
Mount Yale Investment Advisors
Colorado
$10K
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$8K
TCM
140
Tradewinds Capital Management
Washington
$8K
AIM
141
Advantage Investment Management
Iowa
$7K
PG
142
Patten Group
Tennessee
$7K +$7K +145 New
TCOV
143
Trust Company of Vermont
Vermont
$6K
VCM
144
Versant Capital Management
Arizona
$2K
YWP
145
YorkBridge Wealth Partners
New York
$2K
PK
146
Pflug Koory
Nebraska
$2K
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$1.1K +$1.1K +23 New
WWM
148
Wagner Wealth Management
South Carolina
$1K
DA
149
Denali Advisors
California
$1K +$1K +27 New
NA
150
NewEdge Advisors
Louisiana
$336 +$336 +6,981 New