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Otter Tail

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: 174183 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M -$2.44M -46,555 -1%
BlackRock
2
BlackRock
New York
$155M +$3.66M +69,925 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$65.8M -$15.9K -304 -0%
Northern Trust
4
Northern Trust
Illinois
$51.3M +$992K +18,954 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$49.3M -$633K -12,100 -1%
GF
6
Gabelli Funds
New York
$47.5M -$1.69M -32,200 -4%
State Street
7
State Street
Massachusetts
$46.9M +$194K +3,709 +0.4%
First Trust Advisors
8
First Trust Advisors
Illinois
$42.3M +$5.62M +107,372 +16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.6M +$1.22M +23,369 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$21.2M -$391K -7,470 -2%
Charles Schwab
11
Charles Schwab
California
$17.9M +$468K +8,946 +3%
GI
12
GAMCO Investors
Connecticut
$17.2M -$1.41M -27,000 -8%
Wells Fargo
13
Wells Fargo
California
$11.7M -$4.23M -80,912 -27%
N
14
Nuveen
North Carolina
$10.4M -$3.7M -70,743 -27%
Millennium Management
15
Millennium Management
New York
$6.3M +$2.24M +42,731 +57%
American Century Companies
16
American Century Companies
Missouri
$6.24M -$55.8K -1,066 -0.9%
MAM
17
Martingale Asset Management
Massachusetts
$6.18M +$586K +11,201 +11%
AllianceBernstein
18
AllianceBernstein
Tennessee
$5.79M +$31.4K +600 +0.6%
PPA
19
Parametric Portfolio Associates
Washington
$5.75M +$368K +7,033 +7%
Goldman Sachs
20
Goldman Sachs
New York
$5.58M +$1.78M +34,037 +49%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$5.25M +$1.8M +34,459 +55%
Morgan Stanley
22
Morgan Stanley
New York
$5.17M +$289K +5,523 +6%
Victory Capital Management
23
Victory Capital Management
Texas
$4.82M +$3.13M +59,767 +199%
QI
24
QS Investors
New York
$4.38M -$41.9K -800 -1%
First Manhattan
25
First Manhattan
New York
$3.98M -$263K -5,033 -6%

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.