Otter Tail
OTTR
171 hedge funds and large institutions have $734M invested in Otter Tail in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 27 closing their positions.
10,200% more call options, than puts
Call options by funds: $309K | Put options by funds: $3K
1.14% more ownership
Funds ownership: 45.63% → 46.77% (+1.1%)
2% less funds holding
Funds holding: 175 → 171 (-4)
10% less capital invested
Capital invested by funds: $817M → $734M (-$83M)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
15% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 27
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$11.6M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$8.73M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$8.68M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$3.76M |
| 5 |
Millennium Management
New York
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$5.15M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$5.13M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$4.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.87M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.66M |
OTTR Hedge Fund Activity: Q2 2020 in Review
171 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2020, worth a combined $734M — down 10% from $817M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of OTTR and 23 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 51 added.
The largest buyer was First Trust Advisors, adding an estimated $11.6M. The largest seller was Renaissance Technologies, cutting an estimated $5.15M.
- 171 institutional investors held Otter Tail (OTTR) as of Q2 2020, down from 175 in Q1 2020.
- Funds reported $734M of Otter Tail stock for Q2 2020, down 10% quarter-over-quarter.
- 23 funds opened new Otter Tail positions in Q2 2020 and 27 closed out, a net change of -4 holders.
- The largest Otter Tail buyer in Q2 2020 was First Trust Advisors, an estimated $11.6M added.
- The largest Otter Tail seller in Q2 2020 was Renaissance Technologies, an estimated $5.15M sold.
Based on aggregated 13F filings for Q2 2020.