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Otter Tail
OTTR

Overview Fund Activity

163 hedge funds and large institutions have $681M invested in Otter Tail in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-8
Holders Change %
-4.68%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
56
Reduced
49
Closed
24
Calls
$300K
Puts
–
Net Calls
+$300K
Net Calls Change
-$6K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$10M
2
GT
Glenmede Trust
Pennsylvania
+$5.92M
3
Prudential Financial
Prudential Financial
New Jersey
+$3.5M
4
GI
GAMCO Investors
Connecticut
+$3.1M
5
SCM
Shelton Capital Management
Colorado
+$1.56M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.13M
2
PCM
Penn Capital Management
Pennsylvania
-$2.78M
3
Bessemer Group
Bessemer Group
New Jersey
-$2.2M
4
QI
QS Investors
New York
-$2.08M
5
MAM
Martingale Asset Management
Massachusetts
-$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
151
Sowell Financial Services
Arkansas
$5K – – –
AF
152
Allworth Financial
California
$4K +$34 +1 +0.9%
TFS
153
TrustCore Financial Services
Tennessee
$4K +$4K +100 New
S
154
SignatureFD
Georgia
$2K -$4.09K -96 -67%
PK
155
Pflug Koory
Nebraska
$2K – – –
EI
156
Ellevest Inc
New York
$2K +$2K +63 New
LC
157
Lindbrook Capital
California
$1K +$1K +15 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +17 New
ASN
159
Advisory Services Network
Georgia
$1K +$1K +24 New
ACM
160
AUA Capital Management
Pennsylvania
$1K +$1K +27 New
AIC
161
Archer Investment Corporation
Indiana
$434 – – –
PCM
162
Penn Capital Management
Pennsylvania
– -$2.78M -71,628 Closed
Bessemer Group
163
Bessemer Group
New Jersey
– -$2.2M -56,800 Closed
SLG
164
Stanley-Laman Group
Pennsylvania
– -$1.51M -38,980 Closed
SG Americas Securities
165
SG Americas Securities
New York
– -$828K -21,353 Closed
ZIM
166
Zacks Investment Management
Illinois
– -$786K -20,258 Closed
SFI
167
Susquehanna Fundamental Investments
Pennsylvania
– -$696K -17,948 Closed
ZCM
168
Zebra Capital Management
Connecticut
– -$613K -15,797 Closed
DCM
169
Dupont Capital Management
Delaware
– -$406K -10,461 Closed
Los Angeles Capital Management
170
Los Angeles Capital Management
California
– -$322K -8,290 Closed
ECM
171
ExodusPoint Capital Management
New York
– -$318K -8,209 Closed
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
– -$303K -7,808 Closed
WCM
173
Wedge Capital Management
North Carolina
– -$235K -6,048 Closed
KWM
174
Kingsview Wealth Management
Oregon
– -$225K -5,789 Closed
ProShare Advisors
175
ProShare Advisors
Maryland
– -$211K -5,449 Closed
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