We are live on ! Find out more
OTTR icon

Otter Tail

153 hedge funds and large institutions have $737M invested in Otter Tail in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $928K | Put options by funds: $486K

0.78% more ownership

Funds ownership: 42.11%42.88% (+0.78%)

1% less capital invested

Capital invested by funds: $740M → $737M (-$3.82M)

1% less funds holding

Funds holding: 154153 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
51
Closed
19
Calls
$928K
Puts
$486K
Net Calls
+$442K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
151
YorkBridge Wealth Partners
New York
$2K
WWMSC
152
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$544 +13 New
Assenagon Asset Management
153
Assenagon Asset Management
Luxembourg
-$3.35M -75,477 Closed
3C
154
361 Capital
Colorado
-$2.06M -46,352 Closed
CIP
155
Convergence Investment Partners
Florida
-$803K -18,065 Closed
DTL
156
Dynamic Technology Lab
Singapore
-$411K -9,247 Closed
Mackenzie Financial
157
Mackenzie Financial
Ontario, Canada
-$410K -9,223 Closed
JIM
158
Jupiter Investment Management
United Kingdom
-$356K -8,011 Closed
Los Angeles Capital Management
159
Los Angeles Capital Management
California
-$306K -6,895 Closed
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
-$267K -6,006 Closed
RJA
161
Raymond James & Associates
Florida
-$252K -5,675 Closed
EMG
162
Ellington Management Group
Connecticut
-$244K -5,500 Closed
II
163
Inspire Investing
Idaho
-$55K -1,243 Closed
EWM
164
Evercore Wealth Management
New York
-$44K -1,000 Closed
DCM
165
Delpha Capital Management
New York
-$21K -466 Closed
MAM
166
Meeder Asset Management
Ohio
-$17K -390 Closed
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
-$13.3K -300 Closed
TWA
168
TCI Wealth Advisors
Arizona
-$5K -114 Closed
Simplex Trading
169
Simplex Trading
Illinois
-$3.77K -90 -88%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
-$2K -42 Closed
FGC
171
Financial Gravity Companies
Texas
-$1.55K -37 Closed

OTTR Hedge Fund Activity: Q1 2018 in Review

153 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2018, worth a combined $737M — down 0.52% from $740M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OTTR and 18 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Millennium Management, cutting an estimated $3.39M.

  • 153 institutional investors held Otter Tail (OTTR) as of Q1 2018, down from 154 in Q4 2017.
  • Funds reported $737M of Otter Tail stock for Q1 2018, down 0.52% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2018 and 19 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2018 was Wells Fargo, an estimated $10.3M added.
  • The largest Otter Tail seller in Q1 2018 was Millennium Management, an estimated $3.39M sold.

Based on aggregated 13F filings for Q1 2018.