Otter Tail
OTTR
154 hedge funds and large institutions have $819M invested in Otter Tail in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
1% more funds holding
Funds holding: 152 → 154 (+2)
2% more capital invested
Capital invested by funds: $806M → $819M (+$12.8M)
0.36% more ownership
Funds ownership: 42.81% → 43.17% (+0.36%)
12% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.92M |
| 2 |
Morgan Stanley
New York
|
+$3.1M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.74M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.36M |
| 5 |
Renaissance Technologies
New York
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.86M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.91M |
| 3 |
Millennium Management
New York
|
-$1.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.16M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
151
Versant Capital Management
Phoenix,
Arizona
| $2K | – | – | – |
|
|
DA
152
Denali Advisors
San Diego,
California
| $2K | +$1.06K | +22 | +81% |
|
|
WWMSC
153
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $1K | – | – | – |
|
|
MWNA
154
Marshall Wace North America
New York
| – | -$460K | -9,668 | Closed |
|
155
SG Americas Securities
New York
| – | -$298K | -6,268 | Closed |
|
156
D.E. Shaw & Co
New York
| – | -$227K | -4,769 | Closed |
|
|
PIA
157
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$33K | -684 | Closed |
|
|
RFM
158
Royal Fund Management
Lady Lake,
Florida
| – | -$26K | -550 | Closed |
|
|
MYIA
159
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$10K | -200 | Closed |
|
|
YWP
160
YorkBridge Wealth Partners
New York
| – | -$2K | -51 | Closed |
|
|
MPWT
161
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1.09K | -23 | Closed |
|
162
Simplex Trading
Chicago,
Illinois
| – | -$48 | -1 | Closed |
|
|
FGAM
163
Financial Gravity Asset Management
Lakeway,
Texas
| – | +$145 | +3 | New |
|
OTTR Hedge Fund Activity: Q3 2018 in Review
154 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2018, worth a combined $819M — up 1.6% from $806M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OTTR positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 52 trimmed.
The largest buyer was BlackRock, adding an estimated $3.92M. The largest seller was Stifel Financial, cutting an estimated $3.86M.
- 154 institutional investors held Otter Tail (OTTR) as of Q3 2018, up from 152 in Q2 2018.
- Funds reported $819M of Otter Tail stock for Q3 2018, up 1.6% quarter-over-quarter.
- 13 funds opened new Otter Tail positions in Q3 2018 and 10 closed out, a net change of +3 holders.
- The largest Otter Tail buyer in Q3 2018 was BlackRock, an estimated $3.92M added.
- The largest Otter Tail seller in Q3 2018 was Stifel Financial, an estimated $3.86M sold.
Based on aggregated 13F filings for Q3 2018.