OTTR icon

Otter Tail
OTTR

Overview Fund Activity

163 hedge funds and large institutions have $681M invested in Otter Tail in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-8
Holders Change %
-4.68%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
56
Reduced
49
Closed
24
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
-$6K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$10M
2
GT
Glenmede Trust
Pennsylvania
+$5.92M
3
Prudential Financial
Prudential Financial
New Jersey
+$3.5M
4
GI
GAMCO Investors
Connecticut
+$3.1M
5
SCM
Shelton Capital Management
Colorado
+$1.56M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.13M
2
PCM
Penn Capital Management
Pennsylvania
-$2.78M
3
Bessemer Group
Bessemer Group
New Jersey
-$2.2M
4
QI
QS Investors
New York
-$2.08M
5
MAM
Martingale Asset Management
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
126
AJO LP
Pennsylvania
$70K +$70K +1,941 New
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$59K +$2.59K +72 +5%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$51K – – –
GWM
129
Geneos Wealth Management
Colorado
$45K – – –
MDCM
130
Morgan Dempsey Capital Management
Wisconsin
$40K -$5.65K -157 -12%
BWM
131
BerganKDV Wealth Management
Minnesota
$36K – – –
Macquarie Group
132
Macquarie Group
Australia
$29K – – –
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$25K – – –
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$25K +$182 +5 +0.7%
OIA
135
Optimum Investment Advisors
Illinois
$22K – – –
JFA
136
JNBA Financial Advisors
Minnesota
$22K – – –
RWG
137
Regal Wealth Group
California
$22K +$216 +6 +1%
SIS
138
Sound Income Strategies
Florida
$18K – – –
Fidelity Investments
139
Fidelity Investments
Massachusetts
$15K -$534 -15 -3%
EWM
140
Edge Wealth Management
New York
$12K – – –
FBT
141
First Bank & Trust
South Dakota
$11K – – –
FHA
142
Flagship Harbor Advisors
Massachusetts
$11K – – –
CAGAS
143
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
HWM
144
HighMark Wealth Management
Minnesota
$11K +$75 +2 +0.7%
PA
145
Parallel Advisors
California
$10K -$26K -722 -72%
IA
146
IFP Advisors
Florida
$10K – – –
Millennium Management
147
Millennium Management
New York
$7.59K -$738 -20,415 -9%
IBOK
148
Independence Bank of Kentucky
Kentucky
$7K – – –
AssetMark Inc
149
AssetMark Inc
California
$7K – – –
RFA
150
Reilly Financial Advisors
California
$6K – – –
4 5
6
7 8