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Otter Tail
OTTR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
52
Reduced
55
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$6.08M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.83M
3
Charles Schwab
Charles Schwab
California
+$5.53M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$3.56M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.04M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$6.16M
2
Millennium Management
Millennium Management
New York
-$2.82M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.67M
4
BlackRock
BlackRock
New York
-$1.73M
5
American Century Companies
American Century Companies
Missouri
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IndexIQ Advisors
New York
$180K +$180K +4,052 New
AAMU
127
Amundi Asset Management US
Massachusetts
$178K -$8.9K -200 -5%
AF
128
Advisornet Financial
Minnesota
$163K -$489 -11 -0.3%
AIP
129
Ameritas Investment Partners
Nebraska
$153K – – –
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$150K -$194K -4,478 -56%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$130K -$5.94K -134 -4%
NSIM
132
North Star Investment Management
Illinois
$130K – – –
IFAM
133
Institutional & Family Asset Management
Colorado
$104K – – –
TWP
134
TFO Wealth Partners
Ohio
$74K +$74K +1,668 New
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$72K +$618 +14 +0.9%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$67K -$18.4K -410 -22%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$62K -$133K -3,000 -68%
MDCM
138
Morgan Dempsey Capital Management
Wisconsin
$62K -$52.6K -1,189 -46%
SO
139
STRS Ohio
Ohio
$62K +$62K +1,400 New
GWM
140
Geneos Wealth Management
Colorado
$54K – – –
FQ
141
First Quadrant
California
$47K +$47K +1,060 New
BWM
142
BerganKDV Wealth Management
Minnesota
$44K – – –
PA
143
Parallel Advisors
California
$44K – – –
Macquarie Group
144
Macquarie Group
Australia
$35K +$35K +793 New
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$31K – – –
OIA
146
Optimum Investment Advisors
Illinois
$27K – – –
JFA
147
JNBA Financial Advisors
Minnesota
$27K – – –
QCG
148
Quadrant Capital Group
Ohio
$26K -$32.8K -732 -56%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$26K +$26K +576 New
PHK
150
Point72 Hong Kong
Hong Kong
$24K +$24K +543 New
4 5
6
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