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Otter Tail

177 hedge funds and large institutions have $819M invested in Otter Tail in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,017% more call options, than puts

Call options by funds: $494K | Put options by funds: $12K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

20% more capital invested

Capital invested by funds: $681M → $819M (+$138M)

9% more funds holding

Funds holding: 163177 (+14)

0.32% more ownership

Funds ownership: 46.53%46.85% (+0.32%)

Holders
177
Holders Change
+14
Holders Change %
+8.59%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
61
Reduced
49
Closed
15
Calls
$494K
Puts
$12K
Net Calls
+$482K
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3.87M +$2.78M +68,223 +302%
Swiss National Bank
27
Swiss National Bank
Switzerland
$3.54M +$32.6K +800 +1%
PPA
28
Parametric Portfolio Associates
Washington
$3.26M +$69.5K +1,705 +2%
Man Group
29
Man Group
United Kingdom
$3.25M +$2.1M +51,517 +209%
PI
30
Putnam Investments
Massachusetts
$3.18M +$2.01M +49,200 +194%
Goldman Sachs
31
Goldman Sachs
New York
$3.01M +$439K +10,762 +18%
First Manhattan
32
First Manhattan
New York
$2.94M -$28.5K -700 -1%
Citadel Advisors
33
Citadel Advisors
Florida
$2.93M -$651K -15,962 -19%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$2.71M -$495K -12,151 -16%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.7M +$220K +5,409 +9%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$2.62M +$4.32K +106 +0.2%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$2.39M
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.37M -$1.01M -24,700 -31%
CS
39
Credit Suisse
Switzerland
$2.28M +$929K +22,803 +74%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$2.18M -$489K -11,994 -19%
UBS Group
41
UBS Group
Switzerland
$2.08M -$7.7K -189 -0.4%
Invesco
42
Invesco
Georgia
$2.06M +$180K +4,428 +10%
NSIM
43
North Star Investment Management
Illinois
$2.05M +$1.13M +27,650 +135%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1.95M
WT
45
Whittier Trust
California
$1.94M +$97.1K +2,382 +6%
Barclays
46
Barclays
United Kingdom
$1.92M -$112K -2,749 -6%
IA
47
Icon Advisers
Colorado
$1.84M
HSBC Holdings
48
HSBC Holdings
United Kingdom
$1.71M +$1.18M +28,986 +252%
Federated Hermes
49
Federated Hermes
Pennsylvania
$1.68M +$6.89K +169 +0.4%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.67M

OTTR Hedge Fund Activity: Q4 2020 in Review

177 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2020, worth a combined $819M — up 20% from $681M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new OTTR positions and 15 closed out — a net gain of 14 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $4.93M. The largest seller was Renaissance Technologies, cutting an estimated $10.5M.

  • 177 institutional investors held Otter Tail (OTTR) as of Q4 2020, up from 163 in Q3 2020.
  • Funds reported $819M of Otter Tail stock for Q4 2020, up 20% quarter-over-quarter.
  • 29 funds opened new Otter Tail positions in Q4 2020 and 15 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q4 2020 was Bank of New York Mellon, an estimated $4.93M added.
  • The largest Otter Tail seller in Q4 2020 was Renaissance Technologies, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2020.