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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
OSIA
251
O'Shares Investment Advisers
Massachusetts
-$363K -5,808 Closed
DZ Bank
252
DZ Bank
Germany
-$355K -5,677 Closed
SWP
253
Strategic Wealth Partners
Ohio
-$343K -5,492 Closed
Two Sigma Investments
254
Two Sigma Investments
New York
-$270K -4,318 Closed
PP
255
Paloma Partners
Connecticut
-$259K -4,137 Closed
HSBC Holdings
256
HSBC Holdings
United Kingdom
-$243K -3,847 Closed
WCM
257
Wedge Capital Management
North Carolina
-$225K -3,599 Closed
MFS
258
Mirabella Financial Services
United Kingdom
-$219K -3,500 Closed
HSA
259
HBK Sorce Advisory
Pennsylvania
-$216K -3,460 Closed
EM
260
ELCO Management
New York
-$201K -3,222 Closed
TFS
261
TrustCore Financial Services
Tennessee
-$55K -884 Closed
ACM
262
Aquatic Capital Management
Illinois
-$25K -400 Closed
CAGAS
263
Capital Advisory Group Advisory Services
Minnesota
-$19K -300 Closed
SMG
264
Spectrum Management Group
Indiana
-$11K -177 Closed
UFF
265
USA Financial Formulas
Michigan
-$2K -27 Closed
FWM
266
Focused Wealth Management
New York
-$1K -21 Closed
CI
267
Cordant Inc
Oregon
-$1K -13 Closed
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
+$64 +1 New
GWS
269
Glassman Wealth Services
Virginia
+$191 +3 +75%
FHA
270
First Horizon Advisors
Tennessee
+$572 +9 New
SFG
271
Steward Financial Group
Texas
+$890 +14 New

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.