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Otter Tail

173 hedge funds and large institutions have $886M invested in Otter Tail in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $775K | Put options by funds: $235K

8% more capital invested

Capital invested by funds: $819M → $886M (+$67.1M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0.57% less ownership

Funds ownership: 46.85%46.29% (-0.57%)

2% less funds holding

Funds holding: 177173 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
54
Closed
21
Calls
$775K
Puts
$235K
Net Calls
+$540K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
26
Phocas Financial Corp
California
$5.43M +$5.03M +117,518 New
Swiss National Bank
27
Swiss National Bank
Switzerland
$3.9M +$55.6K +1,300 +2%
PI
28
Putnam Investments
Massachusetts
$3.9M +$419K +9,800 +13%
Goldman Sachs
29
Goldman Sachs
New York
$3.5M +$224K +5,229 +7%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$3.48M -$710K -16,607 -18%
First Manhattan
31
First Manhattan
New York
$3.19M
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$3.18M +$546K +12,769 +23%
PPA
33
Parametric Portfolio Associates
Washington
$2.85M -$637K -14,886 -19%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$2.82M -$13.9K -326 -0.5%
LSV Asset Management
35
LSV Asset Management
Illinois
$2.82M +$2.61M +61,108 New
Invesco
36
Invesco
Georgia
$2.78M +$508K +11,872 +25%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.73M -$180K -4,202 -7%
NSIM
38
North Star Investment Management
Illinois
$2.63M +$375K +8,768 +18%
Citadel Advisors
39
Citadel Advisors
Florida
$2.58M -$557K -13,028 -19%
UBS Group
40
UBS Group
Switzerland
$2.44M +$172K +4,027 +8%
Federated Hermes
41
Federated Hermes
Pennsylvania
$2.37M +$511K +11,950 +30%
Barclays
42
Barclays
United Kingdom
$2.34M +$245K +5,727 +13%
WT
43
Whittier Trust
California
$2.31M +$190K +4,448 +10%
IA
44
Icon Advisers
Colorado
$1.99M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.95M
Wells Fargo
46
Wells Fargo
California
$1.84M -$3.59M -83,831 -68%
LPL Financial
47
LPL Financial
California
$1.8M +$20.4K +478 +1%
CS
48
Credit Suisse
Switzerland
$1.74M -$683K -15,958 -30%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$1.6M -$198K -4,619 -12%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.46M +$126K +2,956 +10%

OTTR Hedge Fund Activity: Q1 2021 in Review

173 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2021, worth a combined $886M — up 8.2% from $819M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OTTR and 18 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 58 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.78M. The largest seller was Northern Trust, cutting an estimated $11.1M.

  • 173 institutional investors held Otter Tail (OTTR) as of Q1 2021, down from 177 in Q4 2020.
  • Funds reported $886M of Otter Tail stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2021 and 21 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q1 2021 was Adage Capital Partners, an estimated $8.78M added.
  • The largest Otter Tail seller in Q1 2021 was Northern Trust, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2021.