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Otter Tail

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $458K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$111M)

6% more funds holding

Funds holding: 235248 (+13)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 47.07%47.74% (+0.67%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
226
Group One Trading
Illinois
$7K
HPC
227
HM Payson & Co
Maine
$7K
C
228
Covestor
United Kingdom
$6K +$2.54K +40 +89%
APA
229
American Portfolios Advisors
New York
$4.57K
ZB
230
Zions Bancorporation
Utah
$4K -$1.21K -19 -26%
FPS
231
Fieldpoint Private Securities
Connecticut
$4K +$3.81K +60 New
LC
232
Lindbrook Capital
California
$3K -$2.1K -33 -40%
PK
233
Pflug Koory
Nebraska
$3K
CWP
234
Concord Wealth Partners
Virginia
$2K
VCM
235
Versant Capital Management
Arizona
$2K
JWA
236
JFS Wealth Advisors
Pennsylvania
$2K +$699 +11 +50%
ACM
237
AUA Capital Management
Pennsylvania
$1K
DI
238
Disciplined Investments
Oklahoma
$1K +$127 +2 +33%
PA
239
Parallel Advisors
California
$1K +$318 +5 +42%
SC
240
Schubert & Co
Texas
$1K +$509 +8 +133%
BIA
241
Bell Investment Advisors
California
$1K +$1.21K +19 New
AIC
242
Archer Investment Corporation
Indiana
$806
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$386 -$25.5K -401 -6%
FGAM
244
Financial Gravity Asset Management
Texas
$4 +$509 +8 +6%
Adage Capital Partners
245
Adage Capital Partners
Massachusetts
-$9.69M -155,000 Closed
DIM
246
DC Investments Management
Virginia
-$1.35M -21,554 Closed
CIC
247
Cornercap Investment Counsel
Georgia
-$1.22M -19,458 Closed
CANY
248
Caxton Associates (New York)
New York
-$512K -8,197 Closed
Citadel Advisors
249
Citadel Advisors
Florida
-$519K -8,159 Closed
DTL
250
Dynamic Technology Lab
Singapore
-$506K -8,090 Closed

OTTR Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2022, worth a combined $1.33B — up 9.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 24 closed out — a net gain of 20 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9.69M sold.

  • 248 institutional investors held Otter Tail (OTTR) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $1.33B of Otter Tail stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q2 2022 and 24 closed out, a net change of +20 holders.
  • The largest Otter Tail buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
  • The largest Otter Tail seller in Q2 2022 was Adage Capital Partners, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2022.