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Otter Tail
OTTR

Overview Fund Activity

171 hedge funds and large institutions have $734M invested in Otter Tail in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
3.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
51
Reduced
57
Closed
27
Calls
$309K
Puts
$3K
Net Calls
+$306K
Net Calls Change
+$306K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$10.7M
2
GT
Glenmede Trust
Pennsylvania
+$8.04M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8M
4
Prudential Financial
Prudential Financial
New Jersey
+$3.47M
5
Millennium Management
Millennium Management
New York
+$3.07M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$4.75M
2
Victory Capital Management
Victory Capital Management
Texas
-$4.73M
3
Charles Schwab
Charles Schwab
California
-$4.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.65M
5
Wells Fargo
Wells Fargo
California
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Hendershot Investments
Virginia
$194K – – –
QT
127
Quantbot Technologies
New York
$189K +$189K +4,887 New
CFGS
128
Concourse Financial Group Securities
Alabama
$175K -$17.2K -443 -9%
AF
129
Advisornet Financial
Minnesota
$157K +$14.8K +383 +10%
IA
130
IndexIQ Advisors
New York
$155K -$2.17K -56 -1%
TRCT
131
Tower Research Capital (TRC)
New York
$141K +$141K +3,635 New
AIP
132
Ameritas Investment Partners
Nebraska
$133K – – –
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$106K -$409K -10,556 -79%
CAN
134
Cetera Advisor Networks
California
$95K +$95K +2,452 New
IFAM
135
Institutional & Family Asset Management
Colorado
$90K – – –
PAG
136
Private Advisor Group
New Jersey
$83K +$83K +2,130 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K -$2.37K -61 -4%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$54K – – –
MDCM
139
Morgan Dempsey Capital Management
Wisconsin
$49K -$5.18K -134 -10%
GWM
140
Geneos Wealth Management
Colorado
$46K – – –
BWM
141
BerganKDV Wealth Management
Minnesota
$39K – – –
PA
142
Parallel Advisors
California
$38K – – –
Macquarie Group
143
Macquarie Group
Australia
$31K – – –
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$27K – – –
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$27K +$27K +680 New
JFA
146
JNBA Financial Advisors
Minnesota
$24K – – –
OIA
147
Optimum Investment Advisors
Illinois
$23K – – –
RWG
148
Regal Wealth Group
California
$23K +$23K +604 New
SIS
149
Sound Income Strategies
Florida
$19K – – –
Fidelity Investments
150
Fidelity Investments
Massachusetts
$17K -$41.3K -1,060 -71%
4 5
6
7 8