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Otter Tail
OTTR

Overview Fund Activity

175 hedge funds and large institutions have $817M invested in Otter Tail in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
52
Reduced
55
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$6.08M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.83M
3
Charles Schwab
Charles Schwab
California
+$5.53M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$3.56M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.04M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$6.16M
2
Millennium Management
Millennium Management
New York
-$2.82M
3
First Trust Advisors
First Trust Advisors
Illinois
-$2.67M
4
BlackRock
BlackRock
New York
-$1.73M
5
American Century Companies
American Century Companies
Missouri
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
151
Financial Architects (New Jersey)
New Jersey
$23K – – –
SIS
152
Sound Income Strategies
Florida
$22K +$22K +500 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$15K – – –
EWM
154
Edge Wealth Management
New York
$14K – – –
FBT
155
First Bank & Trust
South Dakota
$13K – – –
IA
156
IFP Advisors
Florida
$12K -$3.33K -75 -22%
HWM
157
HighMark Wealth Management
Minnesota
$12K +$125 +3 +1%
CAGAS
158
Capital Advisory Group Advisory Services
Minnesota
$12K +$12K +300 New
IBOK
159
Independence Bank of Kentucky
Kentucky
$9K – – –
GT
160
Glenmede Trust
Pennsylvania
$9K – – –
AssetMark Inc
161
AssetMark Inc
California
$9K – – –
RFA
162
Reilly Financial Advisors
California
$9K – – –
AIC
163
Ameritas Investment Company
Nebraska
$9K +$9K +200 New
SFS
164
Sowell Financial Services
Arkansas
$6K – – –
TCOV
165
Trust Company of Vermont
Vermont
$6K – – –
BCA
166
Berman Capital Advisors
Georgia
$6K – – –
AF
167
Allworth Financial
California
$5K +$43 +1 +0.9%
CYG
168
Clean Yield Group
Vermont
$4K – – –
SFSIG
169
San Francisco Sentry Investment Group
California
$2K – – –
CCA
170
Column Capital Advisors
Indiana
$2K – – –
PK
171
Pflug Koory
Nebraska
$2K – – –
ABC
172
Associated Banc-Corp
Wisconsin
$2K +$2K +41 New
VCM
173
Versant Capital Management
Arizona
$1K -$630 -17 -39%
AIC
174
Archer Investment Corporation
Indiana
$1K – – –
Allianz Asset Management
175
Allianz Asset Management
Germany
– -$6.16M -120,183 Closed
4 5 6
7
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