Otter Tail
OTTR
175 hedge funds and large institutions have $817M invested in Otter Tail in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 27 closing their positions.
0.05% less ownership
Funds ownership: 45.67% → 45.63% (-0.05%)
4% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 27
5% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 55
2% less funds holding
Funds holding: 178 → 175 (-3)
12% less capital invested
Capital invested by funds: $931M → $817M (-$115M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$6.81M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$6.54M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$6.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$3.99M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$6.16M |
| 2 |
Millennium Management
New York
|
-$3.16M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$3M |
| 4 |
BlackRock
New York
|
-$1.94M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$1.69M |
OTTR Hedge Fund Activity: Q1 2020 in Review
175 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2020, worth a combined $817M — down 12% from $931M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of OTTR and 26 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 52 added.
The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $6.81M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $6.16M sold.
- 175 institutional investors held Otter Tail (OTTR) as of Q1 2020, down from 178 in Q4 2019.
- Funds reported $817M of Otter Tail stock for Q1 2020, down 12% quarter-over-quarter.
- 26 funds opened new Otter Tail positions in Q1 2020 and 27 closed out, a net change of -1 holder.
- The largest Otter Tail buyer in Q1 2020 was Fuller & Thaler Asset Management, an estimated $6.81M added.
- The largest Otter Tail seller in Q1 2020 was Allianz Asset Management, an estimated $6.16M sold.
Based on aggregated 13F filings for Q1 2020.