Otter Tail
OTTR
174 hedge funds and large institutions have $927M invested in Otter Tail in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 22 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 51
7% more capital invested
Capital invested by funds: $866M → $927M (+$60.4M)
0.38% more ownership
Funds ownership: 43.78% → 44.15% (+0.38%)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
2% less funds holding
Funds holding: 177 → 174 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$13.4M |
| 2 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$3.66M |
| 3 |
Millennium Management
New York
|
+$3.4M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.34M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.38M |
| 2 |
SHA
Shelter Harbor Advisors
Weatogue,
Connecticut
|
-$3.74M |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$3.69M |
| 4 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$2.38M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$1.09M |
OTTR Hedge Fund Activity: Q2 2019 in Review
174 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2019, worth a combined $927M — up 7% from $866M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of OTTR and 21 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 59 added.
The largest buyer was Nuveen, opening a new position worth an estimated $13.4M. The largest seller was Wells Fargo, cutting an estimated $5.38M.
- 174 institutional investors held Otter Tail (OTTR) as of Q2 2019, down from 177 in Q1 2019.
- Funds reported $927M of Otter Tail stock for Q2 2019, up 7% quarter-over-quarter.
- 21 funds opened new Otter Tail positions in Q2 2019 and 22 closed out, a net change of -1 holder.
- The largest Otter Tail buyer in Q2 2019 was Nuveen, an estimated $13.4M added.
- The largest Otter Tail seller in Q2 2019 was Wells Fargo, an estimated $5.38M sold.
Based on aggregated 13F filings for Q2 2019.