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Otter Tail

154 hedge funds and large institutions have $819M invested in Otter Tail in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more funds holding

Funds holding: 152154 (+2)

2% more capital invested

Capital invested by funds: $806M → $819M (+$12.8M)

0.36% more ownership

Funds ownership: 42.81%43.17% (+0.36%)

12% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 52

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
46
Reduced
52
Closed
10
Calls
$762K
Puts
Net Calls
+$762K
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$192M +$2.21M +45,637 +1%
BlackRock
2
BlackRock
New York
$132M +$3.92M +81,057 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57M +$227K +4,697 +0.4%
GF
4
Gabelli Funds
New York
$50.3M -$619K -12,800 -1%
Northern Trust
5
Northern Trust
Illinois
$44.8M -$1.08M -22,287 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$44.1M +$2.3M +47,500 +5%
State Street
7
State Street
Massachusetts
$40M +$1M +20,757 +3%
First Trust Advisors
8
First Trust Advisors
Illinois
$24.7M +$2.36M +48,716 +10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.6M +$956K +19,780 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20.3M +$454K +9,388 +2%
GI
11
GAMCO Investors
Connecticut
$17.9M -$773K -16,000 -4%
TA
12
Teachers Advisors
New York
$16M +$38.6K +798 +0.2%
Morgan Stanley
13
Morgan Stanley
New York
$15.4M +$3.1M +64,097 +25%
Wells Fargo
14
Wells Fargo
California
$15.4M -$1.91M -39,474 -11%
Charles Schwab
15
Charles Schwab
California
$15.3M +$633K +13,085 +4%
Stifel Financial
16
Stifel Financial
Missouri
$8.84M -$3.86M -79,750 -30%
Deutsche Bank
17
Deutsche Bank
Germany
$4.58M +$679K +14,046 +17%
First Manhattan
18
First Manhattan
New York
$4.34M -$96.7K -2,000 -2%
PPA
19
Parametric Portfolio Associates
Washington
$4.16M -$46.9K -971 -1%
TCIM
20
TIAA CREF Investment Management
New York
$3.84M -$332K -6,862 -8%
AllianceBernstein
21
AllianceBernstein
Tennessee
$3.64M
MAM
22
Martingale Asset Management
Massachusetts
$3.47M +$29K +600 +0.8%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$3.32M -$210K -4,351 -6%
CEP
24
Chicago Equity Partners
Illinois
$3.16M
Swiss National Bank
25
Swiss National Bank
Switzerland
$2.98M

OTTR Hedge Fund Activity: Q3 2018 in Review

154 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2018, worth a combined $819M — up 1.6% from $806M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OTTR positions and 10 closed out — a net gain of 3 holders — while 46 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $3.92M. The largest seller was Stifel Financial, cutting an estimated $3.86M.

  • 154 institutional investors held Otter Tail (OTTR) as of Q3 2018, up from 152 in Q2 2018.
  • Funds reported $819M of Otter Tail stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 13 funds opened new Otter Tail positions in Q3 2018 and 10 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2018 was BlackRock, an estimated $3.92M added.
  • The largest Otter Tail seller in Q3 2018 was Stifel Financial, an estimated $3.86M sold.

Based on aggregated 13F filings for Q3 2018.