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Otter Tail
OTTR

Overview Fund Activity

183 hedge funds and large institutions have $958M invested in Otter Tail in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+9
Holders Change %
+5.17%
% of All Funds
4.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
65
Reduced
46
Closed
13
Calls
$731K
Puts
–
Net Calls
+$731K
Net Calls Change
-$130K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$5.77M
2
BlackRock
BlackRock
New York
+$3.76M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.21M
4
Millennium Management
Millennium Management
New York
+$2.3M
5
FP
Foundry Partners
Minnesota
+$1.92M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.35M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$3.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.5M
4
GF
Gabelli Funds
New York
-$1.73M
5
GI
GAMCO Investors
Connecticut
-$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$44.8K +$215 +4 +0.5%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$38K – – –
JFA
153
JNBA Financial Advisors
Minnesota
$33K – – –
SO
154
STRS Ohio
Ohio
$32K – – –
OIA
155
Optimum Investment Advisors
Illinois
$32K – – –
FANJ
156
Financial Architects (New Jersey)
New Jersey
$28K – – –
IA
157
IFP Advisors
Florida
$19K +$19K +345 New
EWM
158
Edge Wealth Management
New York
$17K – – –
FHA
159
Flagship Harbor Advisors
Massachusetts
$17K – – –
Federated Hermes
160
Federated Hermes
Pennsylvania
$16K +$1.26K +23 +9%
ONST
161
Old North State Trust
North Carolina
$16K +$16K +300 New
CAGAS
162
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
Lazard Asset Management
163
Lazard Asset Management
New York
$15K +$15K +281 New
AssetMark Inc
164
AssetMark Inc
California
$11K – – –
RFA
165
Reilly Financial Advisors
California
$11K – – –
AIC
166
Ameritas Investment Company
Nebraska
$11K +$11K +200 New
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$11K +$11K +200 New
LC
168
Lindbrook Capital
California
$10K – – –
Macquarie Group
169
Macquarie Group
Australia
$10K +$10K +188 New
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$9K – – –
AIM
171
Advantage Investment Management
Iowa
$8K – – –
SFS
172
Sowell Financial Services
Arkansas
$8K +$8K +142 New
BCA
173
Berman Capital Advisors
Georgia
$7K – – –
TCOV
174
Trust Company of Vermont
Vermont
$7K – – –
AF
175
Allworth Financial
California
$6K +$53 +1 +0.9%
4 5 6
7
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