OTTR icon

Otter Tail
OTTR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-4
Holders Change %
-2.29%
% of All Funds
3.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
51
Reduced
57
Closed
27
Calls
$309K
Puts
$3K
Net Calls
+$306K
Net Calls Change
+$306K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$10.7M
2
GT
Glenmede Trust
Pennsylvania
+$8.04M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$8M
4
Prudential Financial
Prudential Financial
New Jersey
+$3.47M
5
Millennium Management
Millennium Management
New York
+$3.07M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$4.75M
2
Victory Capital Management
Victory Capital Management
Texas
-$4.73M
3
Charles Schwab
Charles Schwab
California
-$4.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.65M
5
Wells Fargo
Wells Fargo
California
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
151
Financial Architects (New Jersey)
New Jersey
$12K -$9K -225 -43%
EWM
152
Edge Wealth Management
New York
$12K – – –
FBT
153
First Bank & Trust
South Dakota
$12K – – –
FHA
154
Flagship Harbor Advisors
Massachusetts
$12K – – –
CAGAS
155
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
HWM
156
HighMark Wealth Management
Minnesota
$11K +$113 +3 +1%
IA
157
IFP Advisors
Florida
$10K – – –
AssetMark Inc
158
AssetMark Inc
California
$8K – – –
IBOK
159
Independence Bank of Kentucky
Kentucky
$8K – – –
RFA
160
Reilly Financial Advisors
California
$7K -$1.24K -30 -15%
SFS
161
Sowell Financial Services
Arkansas
$6K – – –
S
162
SignatureFD
Georgia
$6K +$6K +143 New
AF
163
Allworth Financial
California
$5K +$43 +1 +0.9%
GWS
164
Glassman Wealth Services
Virginia
$3K +$3K +72 New
QCG
165
Quadrant Capital Group
Ohio
$2K -$25.7K -539 -93%
BCA
166
Berman Capital Advisors
Georgia
$2K -$3.07K -86 -61%
PK
167
Pflug Koory
Nebraska
$2K – – –
CCA
168
Column Capital Advisors
Indiana
$1K – – –
AIC
169
Archer Investment Corporation
Indiana
$465 – – –
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$587K -13,203 Closed
HW
171
Hancock Whitney
Mississippi
– -$570K -12,835 Closed
ERSOT
172
Employees Retirement System of Texas
Texas
– -$457K -10,282 Closed
TI
173
Trexquant Investment
Connecticut
– -$424K -9,539 Closed
MWNA
174
Marshall Wace North America
New York
– -$414K -9,295 Closed
WG
175
Winton Group
United Kingdom
– -$371K -8,337 Closed
4 5 6
7
8