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Otter Tail
OTTR

Overview Fund Activity

174 hedge funds and large institutions have $927M invested in Otter Tail in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
59
Reduced
51
Closed
22
Calls
$861K
Puts
–
Net Calls
+$861K
Net Calls Change
+$502K

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$13.9M
2
OAM
Oxford Asset Management
United Kingdom
+$3.79M
3
Millennium Management
Millennium Management
New York
+$3.53M
4
First Trust Advisors
First Trust Advisors
Illinois
+$3.46M
5
American Century Companies
American Century Companies
Missouri
+$2.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.58M
2
GF
Gabelli Funds
New York
-$3.83M
3
SHA
Shelter Harbor Advisors
Connecticut
-$3.74M
4
CEP
Chicago Equity Partners
Illinois
-$2.47M
5
SSA
Schonfeld Strategic Advisors
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
151
Financial Architects (New Jersey)
New Jersey
$28K – – –
QT
152
Quantbot Technologies
New York
$26K +$26K +500 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$17K -$3.86K -75 -19%
EWM
154
Edge Wealth Management
New York
$17K – – –
Point72 Asset Management
155
Point72 Asset Management
Connecticut
$16K +$16K +300 New
CAGAS
156
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$15K – – –
Federated Hermes
158
Federated Hermes
Pennsylvania
$14K +$14K +269 New
AssetMark Inc
159
AssetMark Inc
California
$11K – – –
RFA
160
Reilly Financial Advisors
California
$11K – – –
PCP
161
Proficio Capital Partners
Massachusetts
$11K +$9.44K +176 +607%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$9K – – –
LC
163
Lindbrook Capital
California
$9K +$2.9K +58 +48%
AIM
164
Advantage Investment Management
Iowa
$8K – – –
BCA
165
Berman Capital Advisors
Georgia
$7K – – –
TCOV
166
Trust Company of Vermont
Vermont
$7K – – –
AF
167
Allworth Financial
California
$6K +$53 +1 +0.9%
SFSIG
168
San Francisco Sentry Investment Group
California
$3K – – –
PK
169
Pflug Koory
Nebraska
$3K – – –
VCM
170
Versant Capital Management
Arizona
$2K -$455 -10 -19%
AIC
171
Archer Investment Corporation
Indiana
$1K – – –
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
CI
173
CX Institutional
Indiana
$1K +$1K +18 New
GT
174
Glenmede Trust
Pennsylvania
$8 – – –
SHA
175
Shelter Harbor Advisors
Connecticut
– -$3.74M -75,000 Closed
4 5 6
7
8