Otter Tail
OTTR
178 hedge funds and large institutions have $860M invested in Otter Tail in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 12 closing their positions.
217% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 12
16% more funds holding
Funds holding: 154 → 178 (+24)
5% more capital invested
Capital invested by funds: $819M → $860M (+$40.4M)
0.52% more ownership
Funds ownership: 43.17% → 43.69% (+0.52%)
0% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.43M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.32M |
| 3 |
BlackRock
New York
|
+$3.08M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.65M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.79M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.4M |
| 3 |
Bank of New York Mellon
New York
|
-$1.6M |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
-$1.43M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.29M |
OTTR Hedge Fund Activity: Q4 2018 in Review
178 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2018, worth a combined $860M — up 4.9% from $819M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new OTTR positions and 12 closed out — a net gain of 26 holders — while 50 added to existing stakes and 50 trimmed.
The largest buyer was Stifel Financial, adding an estimated $3.43M. The largest seller was Morgan Stanley, cutting an estimated $4.79M.
- 178 institutional investors held Otter Tail (OTTR) as of Q4 2018, up from 154 in Q3 2018.
- Funds reported $860M of Otter Tail stock for Q4 2018, up 4.9% quarter-over-quarter.
- 38 funds opened new Otter Tail positions in Q4 2018 and 12 closed out, a net change of +26 holders.
- The largest Otter Tail buyer in Q4 2018 was Stifel Financial, an estimated $3.43M added.
- The largest Otter Tail seller in Q4 2018 was Morgan Stanley, an estimated $4.79M sold.
Based on aggregated 13F filings for Q4 2018.