Otter Tail
OTTR
177 hedge funds and large institutions have $868M invested in Otter Tail in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 18 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 45
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
1% more capital invested
Capital invested by funds: $860M → $868M (+$7.93M)
0.18% more ownership
Funds ownership: 43.69% → 43.87% (+0.18%)
1% less funds holding
Funds holding: 178 → 177 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.52M |
| 2 |
SHA
Shelter Harbor Advisors
Weatogue,
Connecticut
|
+$3.68M |
| 3 |
QI
QS Investors
New York
|
+$3.19M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.05M |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$12.7M |
| 2 |
Morgan Stanley
New York
|
-$5.37M |
| 3 |
TA
Teachers Advisors
New York
|
-$2.92M |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
-$1.55M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.48M |
OTTR Hedge Fund Activity: Q1 2019 in Review
177 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2019, worth a combined $868M — up 0.92% from $860M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new OTTR positions and 18 closed out — a net gain of 1 holder — while 63 added to existing stakes and 45 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $5.52M. The largest seller was Stifel Financial, exiting entirely with an estimated $12.7M sold.
- 177 institutional investors held Otter Tail (OTTR) as of Q1 2019, down from 178 in Q4 2018.
- Funds reported $868M of Otter Tail stock for Q1 2019, up 0.92% quarter-over-quarter.
- 19 funds opened new Otter Tail positions in Q1 2019 and 18 closed out, a net change of +1 holder.
- The largest Otter Tail buyer in Q1 2019 was First Trust Advisors, an estimated $5.52M added.
- The largest Otter Tail seller in Q1 2019 was Stifel Financial, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2019.