Otter Tail
OTTR
235 hedge funds and large institutions have $1.22B invested in Otter Tail in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 26 closing their positions.
469% more call options, than puts
Call options by funds: $1.46M | Put options by funds: $256K
58% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 26
35% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 63
5% more funds holding
Funds holding: 223 → 235 (+12)
0.41% more ownership
Funds ownership: 46.66% → 47.07% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $1.38B → $1.22B (-$159M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$19.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.78M |
| 3 |
Lazard Asset Management
New York
|
+$4.76M |
| 4 |
Renaissance Technologies
New York
|
+$3.76M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$18.6M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$16.3M |
| 3 |
Morgan Stanley
New York
|
-$4.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.13M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$2.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
SG Americas Securities
New York
| – | -$124K | -1,740 | Closed |
|
|
SFM
252
Signet Financial Management
Parsippany,
New Jersey
| – | -$53K | -739 | Closed |
|
|
CCM
253
Chilton Capital Management
Houston,
Texas
| – | -$30K | -426 | Closed |
|
|
EWM
254
Edge Wealth Management
New York
| – | -$23K | -319 | Closed |
|
|
EI
255
Ellevest Inc
New York
| – | -$4K | -57 | Closed |
|
|
CAM
256
ClariVest Asset Management
San Diego,
California
| – | -$1K | -16 | Closed |
|
|
SIC
257
SJS Investment Consulting
Sylvania,
Ohio
| – | +$63 | +1 | New |
|
|
GWS
258
Glassman Wealth Services
Vienna,
Virginia
| – | +$251 | +4 | New |
|
|
DI
259
Disciplined Investments
Tulsa,
Oklahoma
| – | +$376 | +6 | New |
|
OTTR Hedge Fund Activity: Q1 2022 in Review
235 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2022, worth a combined $1.22B — down 11% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new OTTR positions and 26 closed out — a net gain of 15 holders — while 85 added to existing stakes and 63 trimmed.
The largest buyer was Millennium Management, adding an estimated $19.9M. The largest seller was Glenmede Trust, exiting entirely with an estimated $18.6M sold.
- 235 institutional investors held Otter Tail (OTTR) as of Q1 2022, up from 223 in Q4 2021.
- Funds reported $1.22B of Otter Tail stock for Q1 2022, down 11% quarter-over-quarter.
- 41 funds opened new Otter Tail positions in Q1 2022 and 26 closed out, a net change of +15 holders.
- The largest Otter Tail buyer in Q1 2022 was Millennium Management, an estimated $19.9M added.
- The largest Otter Tail seller in Q1 2022 was Glenmede Trust, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2022.