Otter Tail
OTTR
260 hedge funds and large institutions have $1.99B invested in Otter Tail in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 23 closing their positions.
30% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 23
9% more capital invested
Capital invested by funds: $1.83B → $1.99B (+$160M)
2% more funds holding
Funds holding: 254 → 260 (+6)
1.09% less ownership
Funds ownership: 61.57% → 60.48% (-1.1%)
14% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 92
66% less call options, than puts
Call options by funds: $2.42M | Put options by funds: $7.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ProShare Advisors
Bethesda,
Maryland
|
+$7.96M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.25M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.83M |
| 4 |
Cerity Partners
New York
|
+$2.23M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$6.91M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.74M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$4.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFG
276
Mendota Financial Group
Madison,
Wisconsin
| – | -$29.4K | -470 | Closed |
|
277
Jones Financial Companies
Des Peres,
Missouri
| – | -$15.4K | -213 | Closed |
|
|
TWA
278
TCI Wealth Advisors
Tucson,
Arizona
| – | -$12.1K | -168 | Closed |
|
|
AAS
279
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$11K | -150 | Closed |
|
|
HPC
280
HM Payson & Co
Portland,
Maine
| – | -$7.23K | -100 | Closed |
|
|
DA
281
Denali Advisors
San Diego,
California
| – | -$1.88K | -26 | Closed |
|
|
SC
282
Schubert & Co
Mckinney,
Texas
| – | -$1.01K | -14 | Closed |
|
|
PVH
283
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$1K | -8 | Closed |
|
OTTR Hedge Fund Activity: Q2 2023 in Review
260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2023, worth a combined $1.99B — up 8.7% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new OTTR positions and 23 closed out — a net gain of 7 holders — while 79 added to existing stakes and 92 trimmed.
The largest buyer was ProShare Advisors, adding an estimated $7.96M. The largest seller was Envestnet Asset Management, cutting an estimated $18.9M.
- 260 institutional investors held Otter Tail (OTTR) as of Q2 2023, up from 254 in Q1 2023.
- Funds reported $1.99B of Otter Tail stock for Q2 2023, up 8.7% quarter-over-quarter.
- 30 funds opened new Otter Tail positions in Q2 2023 and 23 closed out, a net change of +7 holders.
- The largest Otter Tail buyer in Q2 2023 was ProShare Advisors, an estimated $7.96M added.
- The largest Otter Tail seller in Q2 2023 was Envestnet Asset Management, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2023.