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Otter Tail

178 hedge funds and large institutions have $860M invested in Otter Tail in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

16% more funds holding

Funds holding: 154178 (+24)

5% more capital invested

Capital invested by funds: $819M → $860M (+$40.4M)

0.52% more ownership

Funds ownership: 43.17%43.69% (+0.52%)

0% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 50

Holders
178
Holders Change
+24
Holders Change %
+15.58%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
50
Reduced
50
Closed
12
Calls
$471K
Puts
Net Calls
+$471K
Net Calls Change
-$291K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$158K
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$158K +$33K +692 +28%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$154K -$27.2K -569 -16%
RFC
129
Regions Financial Corp
Alabama
$151K
Acadian Asset Management
130
Acadian Asset Management
Massachusetts
$149K -$354K -7,411 -71%
NSIM
131
North Star Investment Management
Illinois
$145K
IFAM
132
Institutional & Family Asset Management
Colorado
$116K
GWM
133
Geneos Wealth Management
Colorado
$111K -$23.9K -500 -18%
FWC
134
First Washington Corp
Washington
$109K +$105K +2,199 New
BAM
135
Bruderman Asset Management
New York
$106K -$13.3K -278 -11%
Parallax Volatility Advisers
136
Parallax Volatility Advisers
California
$94K +$90.7K +1,900 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$91K -$3.63K -76 -4%
SWM
138
SeaCrest Wealth Management
New York
$79K
Barclays
139
Barclays
United Kingdom
$57K -$814K -17,058 -94%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$55K +$53.3K +1,117 New
BWM
141
BerganKDV Wealth Management
Minnesota
$50K
PA
142
Parallel Advisors
California
$49K
MWNA
143
Marshall Wace North America
New York
$49K +$46.9K +982 New
RCAG
144
Rehmann Capital Advisory Group
Michigan
$40.7K +$191 +4 +0.5%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$35K
LFA
146
Legacy Financial Advisors
Kentucky
$33K
JFA
147
JNBA Financial Advisors
Minnesota
$31K +$29.4K +615 New
RA
148
Royce & Associates
New York
$30K -$6.11K -128 -17%
OIA
149
Optimum Investment Advisors
Illinois
$30K
SO
150
STRS Ohio
Ohio
$29K +$28.6K +600 New

OTTR Hedge Fund Activity: Q4 2018 in Review

178 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2018, worth a combined $860M — up 4.9% from $819M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OTTR positions and 12 closed out — a net gain of 26 holders — while 50 added to existing stakes and 50 trimmed.

The largest buyer was Stifel Financial, adding an estimated $3.43M. The largest seller was Morgan Stanley, cutting an estimated $4.79M.

  • 178 institutional investors held Otter Tail (OTTR) as of Q4 2018, up from 154 in Q3 2018.
  • Funds reported $860M of Otter Tail stock for Q4 2018, up 4.9% quarter-over-quarter.
  • 38 funds opened new Otter Tail positions in Q4 2018 and 12 closed out, a net change of +26 holders.
  • The largest Otter Tail buyer in Q4 2018 was Stifel Financial, an estimated $3.43M added.
  • The largest Otter Tail seller in Q4 2018 was Morgan Stanley, an estimated $4.79M sold.

Based on aggregated 13F filings for Q4 2018.