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Otter Tail
OTTR

223 hedge funds and large institutions have $1.38B invested in Otter Tail in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $643K

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

27% more capital invested

Capital invested by funds: $1.09B → $1.38B (+$292M)

13% more funds holding

Funds holding: 197 → 223 (+26)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.25% less ownership

Funds ownership: 46.91% → 46.66% (-0.25%)

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
68
Reduced
66
Closed
16
Calls
$2.05M
Puts
$643K
Net Calls
+$1.41M
Net Calls Change
+$930K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.54M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.46M
3
Barclays
Barclays
United Kingdom
+$2.14M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.11M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$13.9M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$10M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$6M
4
Prudential Financial
Prudential Financial
New Jersey
-$4.53M
5
PI
Putnam Investments
Massachusetts
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
226
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$309K -5,525 Closed
AIM
227
Aigen Investment Management
New York
– -$284K -5,077 Closed
Two Sigma Investments
228
Two Sigma Investments
New York
– -$254K -4,530 Closed
BAM
229
Bruderman Asset Management
New York
– -$241K -4,300 Closed
ACI
230
AMP Capital Investors
Australia
– -$223K -3,984 Closed
E
231
Ergoteles
New York
– -$201K -3,600 Closed
CBT
232
CoreFirst Bank & Trust
Kansas
– -$28K -500 Closed
MAM
233
Meeder Asset Management
Ohio
– -$18K -330 Closed
Russell Investments Group
234
Russell Investments Group
United Kingdom
– -$17K -309 Closed
CAGAS
235
Capital Advisory Group Advisory Services
Minnesota
– -$17K -300 Closed
UFF
236
USA Financial Formulas
Michigan
– -$2K -30 Closed
EBA
237
Eagle Bay Advisors
New York
– -$1K -22 Closed
Toronto Dominion Bank
238
Toronto Dominion Bank
Ontario, Canada
– +$323 +5 New
SC
239
Schubert & Co
Texas
– +$387 +6 New
6 7 8 9
10

OTTR Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2021, worth a combined $1.38B — up 27% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 16 closed out — a net gain of 28 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $6.54M. The largest seller was First Trust Advisors, cutting an estimated $13.9M.

  • 223 institutional investors held Otter Tail (OTTR) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.38B of Otter Tail stock for Q4 2021, up 27% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q4 2021 and 16 closed out, a net change of +28 holders.
  • The largest Otter Tail buyer in Q4 2021 was BlackRock, an estimated $6.54M added.
  • The largest Otter Tail seller in Q4 2021 was First Trust Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2021.