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Otter Tail
OTTR

183 hedge funds and large institutions have $958M invested in Otter Tail in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

5% more funds holding

Funds holding: 174 → 183 (+9)

3% more capital invested

Capital invested by funds: $927M → $958M (+$31.3M)

0.69% more ownership

Funds ownership: 44.15% → 44.84% (+0.69%)

Holders
183
Holders Change
+9
Holders Change %
+5.17%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
65
Reduced
46
Closed
13
Calls
$731K
Puts
–
Net Calls
+$731K
Net Calls Change
-$130K

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$5.62M
2
BlackRock
BlackRock
New York
+$3.66M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.13M
4
Millennium Management
Millennium Management
New York
+$2.24M
5
FP
Foundry Partners
Minnesota
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.23M
2
N
Nuveen
North Carolina
-$3.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.44M
4
GF
Gabelli Funds
New York
-$1.69M
5
GI
GAMCO Investors
Connecticut
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
126
Prudential Financial
New Jersey
$222K -$11.5K -219 -5%
AF
127
Alerus Financial
North Dakota
$221K – – –
SFI
128
Susquehanna Fundamental Investments
Pennsylvania
$220K +$215K +4,100 New
RFC
129
Regions Financial Corp
Alabama
$218K +$2.51K +48 +1%
AF
130
Advisornet Financial
Minnesota
$218K +$30.1K +575 +17%
ACI
131
AMP Capital Investors
Australia
$217K +$211K +4,028 New
Truist Financial
132
Truist Financial
North Carolina
$215K +$209K +4,000 New
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$212K +$207K +3,948 New
Arrowstreet Capital
134
Arrowstreet Capital
Massachusetts
$204K +$199K +3,800 New
ECM
135
ExodusPoint Capital Management
New York
$202K +$197K +3,759 New
AIP
136
Ameritas Investment Partners
Nebraska
$171K – – –
Robeco Institutional Asset Management
137
Robeco Institutional Asset Management
Netherlands
$166K – – –
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$158K – – –
NSIM
139
North Star Investment Management
Illinois
$157K +$153K +2,930 New
IFAM
140
Institutional & Family Asset Management
Colorado
$125K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$108K -$6.07K -116 -5%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$87K -$3.98K -76 -4%
MAM
143
Meeder Asset Management
Ohio
$81K – – –
QCG
144
Quadrant Capital Group
Ohio
$70K – – –
GWM
145
Geneos Wealth Management
Colorado
$67K – – –
PCM
146
Penserra Capital Management
California
$62K +$60.6K +1,158 New
RA
147
Royce & Associates
New York
$61K +$21.1K +404 +55%
QT
148
Quantamental Technologies
New York
$54K -$2.93K -56 -5%
BWM
149
BerganKDV Wealth Management
Minnesota
$54K – – –
PA
150
Parallel Advisors
California
$54K – – –
4 5
6
7 8

OTTR Hedge Fund Activity: Q3 2019 in Review

183 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2019, worth a combined $958M — up 3.4% from $927M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OTTR positions and 13 closed out — a net gain of 9 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $5.62M. The largest seller was Wells Fargo, cutting an estimated $4.23M.

  • 183 institutional investors held Otter Tail (OTTR) as of Q3 2019, up from 174 in Q2 2019.
  • Funds reported $958M of Otter Tail stock for Q3 2019, up 3.4% quarter-over-quarter.
  • 22 funds opened new Otter Tail positions in Q3 2019 and 13 closed out, a net change of +9 holders.
  • The largest Otter Tail buyer in Q3 2019 was First Trust Advisors, an estimated $5.62M added.
  • The largest Otter Tail seller in Q3 2019 was Wells Fargo, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2019.