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Otter Tail

154 hedge funds and large institutions have $819M invested in Otter Tail in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
46
Reduced
52
Closed
10
Calls
$762K
Puts
Net Calls
+$762K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$34K
HNB
127
Huntington National Bank
Ohio
$34K
IBOK
128
Independence Bank of Kentucky
Kentucky
$34K
LFA
129
Legacy Financial Advisors
Kentucky
$31K
MAM
130
Meeder Asset Management
Ohio
$30K +$5.02K +103 +20%
OIA
131
Optimum Investment Advisors
Illinois
$29K
FANJ
132
Financial Architects (New Jersey)
New Jersey
$25K +$10.7K +225 +75%
IA
133
IFP Advisors
Florida
$21K +$21K +447 New
APP
134
Avantax Planning Partners
Iowa
$20K +$20K +412 New
FHA
135
Flagship Harbor Advisors
Massachusetts
$16K
EWM
136
Edge Wealth Management
New York
$15K
CAGAS
137
Capital Advisory Group Advisory Services
Minnesota
$15K
TRCT
138
Tower Research Capital (TRC)
New York
$11K +$11K +220 New
CTC
139
Central Trust Company
Missouri
$10K
AssetMark Inc
140
AssetMark Inc
California
$10K
RFA
141
Reilly Financial Advisors
California
$10K
Loomis, Sayles & Company
142
Loomis, Sayles & Company
Massachusetts
$9K +$9K +180 New
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$8K
PG
144
Patten Group
Tennessee
$7K
AIM
145
Advantage Investment Management
Iowa
$7K
TCOV
146
Trust Company of Vermont
Vermont
$6K
TCM
147
Tradewinds Capital Management
Washington
$4K -$4K -80 -50%
SWP
148
Stratos Wealth Partners
Ohio
$4K +$4K +91 New
SFSIG
149
San Francisco Sentry Investment Group
California
$3K +$3K +53 New
PK
150
Pflug Koory
Nebraska
$2K