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Otter Tail
OTTR

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

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

41% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 46

5% more funds holding

Funds holding: 174 → 183 (+9)

3% more capital invested

Capital invested by funds: $927M → $958M (+$31.3M)

0.69% more ownership

Funds ownership: 44.15% → 44.84% (+0.69%)

Holders
183
Holders Change
+9
Holders Change %
+5.17%
% of All Funds
4.01%
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

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$5.62M
2
BlackRock
BlackRock
New York
+$3.66M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.13M
4
Millennium Management
Millennium Management
New York
+$2.24M
5
FP
Foundry Partners
Minnesota
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.23M
2
N
Nuveen
North Carolina
-$3.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.44M
4
GF
Gabelli Funds
New York
-$1.69M
5
GI
GAMCO Investors
Connecticut
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Twin Tree Management
176
Twin Tree Management
Texas
$6K +$5.81K +111 New
PK
177
Pflug Koory
Nebraska
$3K – – –
SFSIG
178
San Francisco Sentry Investment Group
California
$3K – – –
VCM
179
Versant Capital Management
Arizona
$2K – – –
GWAG
180
Garrett Wealth Advisory Group
Texas
$1.99K +$1.94K +37 New
AIC
181
Archer Investment Corporation
Indiana
$1K – – –
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
GT
183
Glenmede Trust
Pennsylvania
$7 -$1.88K -36 -21%
Assenagon Asset Management
184
Assenagon Asset Management
Luxembourg
– -$632K -11,973 Closed
AIMCA
185
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$401K -7,600 Closed
CSS
186
Cubist Systematic Strategies
Connecticut
– -$326K -6,181 Closed
USAA
187
United Services Automobile Association
Texas
– -$310K -5,878 Closed
SRAM
188
Stone Ridge Asset Management
New York
– -$295K -5,577 Closed
OSIA
189
O'Shares Investment Advisers
Massachusetts
– -$266K -5,039 Closed
MPI
190
Mairs & Power Inc
Minnesota
– -$201K -3,800 Closed
FWC
191
First Washington Corp
Washington
– -$162K -3,062 Closed
QT
192
Quantbot Technologies
New York
– -$26K -500 Closed
Point72 Asset Management
193
Point72 Asset Management
Connecticut
– -$16K -300 Closed
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -290 Closed
PCP
195
Proficio Capital Partners
Massachusetts
– -$11K -205 Closed
CI
196
CX Institutional
Indiana
– -$1K -18 Closed
4 5 6 7
8

OTTR Hedge Fund Activity: Q3 2019 in Review

183 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2019, worth a combined $958M — up 3.4% from $927M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OTTR positions and 13 closed out — a net gain of 9 holders — while 65 added to existing stakes and 46 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $5.62M. The largest seller was Wells Fargo, cutting an estimated $4.23M.

  • 183 institutional investors held Otter Tail (OTTR) as of Q3 2019, up from 174 in Q2 2019.
  • Funds reported $958M of Otter Tail stock for Q3 2019, up 3.4% quarter-over-quarter.
  • 22 funds opened new Otter Tail positions in Q3 2019 and 13 closed out, a net change of +9 holders.
  • The largest Otter Tail buyer in Q3 2019 was First Trust Advisors, an estimated $5.62M added.
  • The largest Otter Tail seller in Q3 2019 was Wells Fargo, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2019.