Otter Tail
OTTR
265 hedge funds and large institutions have $1.26B invested in Otter Tail in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 26 closing their positions.
73% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 26
38% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 69
7% more funds holding
Funds holding: 248 → 265 (+17)
1.39% more ownership
Funds ownership: 47.74% → 49.12% (+1.4%)
6% less capital invested
Capital invested by funds: $1.33B → $1.26B (-$76.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
69% less call options, than puts
Call options by funds: $1.98M | Put options by funds: $6.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.3M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$7.03M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.85M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$5.79M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$5.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$9.93M |
| 2 |
BlackRock
New York
|
-$7.12M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.6M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.58M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VPIM
276
Vanguard Personalized Indexing Management
Oakland,
California
| – | -$204K | -3,036 | Closed |
|
|
AAM
277
Advisors Asset Management
Monument,
Colorado
| – | -$182K | -2,710 | Closed |
|
|
DCM
278
Dupont Capital Management
Wilmington,
Delaware
| – | -$157K | -2,336 | Closed |
|
|
SWM
279
SeaCrest Wealth Management
Purchase,
New York
| – | -$97K | -1,450 | Closed |
|
280
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$44K | -656 | Closed |
|
|
CCM
281
Chilton Capital Management
Houston,
Texas
| – | -$29K | -426 | Closed |
|
|
FGAM
282
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$4 | -134 | Closed |
|
|
ZB
283
Zions Bancorporation
Salt Lake City,
Utah
| – | -$4K | -53 | Closed |
|
|
CWP
284
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2K | -24 | Closed |
|
|
TWA
285
TCI Wealth Advisors
Tucson,
Arizona
| – | +$144 | +2 | New |
|
|
SIC
286
SJS Investment Consulting
Sylvania,
Ohio
| – | +$361 | +5 | New |
|
|
HNB
287
Huntington National Bank
Columbus,
Ohio
| – | +$938 | +13 | New |
|
OTTR Hedge Fund Activity: Q3 2022 in Review
265 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2022, worth a combined $1.26B — down 5.7% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new OTTR positions and 26 closed out — a net gain of 19 holders — while 95 added to existing stakes and 69 trimmed.
The largest buyer was Vanguard Group, adding an estimated $9.3M. The largest seller was Victory Capital Management, cutting an estimated $9.93M.
- 265 institutional investors held Otter Tail (OTTR) as of Q3 2022, up from 248 in Q2 2022.
- Funds reported $1.26B of Otter Tail stock for Q3 2022, down 5.7% quarter-over-quarter.
- 45 funds opened new Otter Tail positions in Q3 2022 and 26 closed out, a net change of +19 holders.
- The largest Otter Tail buyer in Q3 2022 was Vanguard Group, an estimated $9.3M added.
- The largest Otter Tail seller in Q3 2022 was Victory Capital Management, an estimated $9.93M sold.
Based on aggregated 13F filings for Q3 2022.