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Otter Tail

168 hedge funds and large institutions have $934M invested in Otter Tail in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,632% more call options, than puts

Call options by funds: $658K | Put options by funds: $38K

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $886M → $934M (+$47.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 46.29%46.13% (-0.16%)

3% less funds holding

Funds holding: 173168 (-5)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
64
Reduced
47
Closed
24
Calls
$658K
Puts
$38K
Net Calls
+$620K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$5.43M -$869K -18,155 -14%
Swiss National Bank
27
Swiss National Bank
Switzerland
$4.47M +$335K +7,000 +8%
PI
28
Putnam Investments
Massachusetts
$4.19M +$67K +1,400 +2%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$3.28M -$84.3K -1,762 -3%
First Manhattan
30
First Manhattan
New York
$3.22M -$144K -3,000 -4%
PPA
31
Parametric Portfolio Associates
Washington
$3.21M +$200K +4,178 +7%
Invesco
32
Invesco
Georgia
$3.15M +$211K +4,415 +7%
LSV Asset Management
33
LSV Asset Management
Illinois
$3.04M +$52.6K +1,100 +2%
Federated Hermes
34
Federated Hermes
Pennsylvania
$2.97M +$453K +9,462 +18%
Goldman Sachs
35
Goldman Sachs
New York
$2.93M -$757K -15,810 -21%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.88M -$11.3K -237 -0.4%
NSIM
37
North Star Investment Management
Illinois
$2.87M +$88.4K +1,847 +3%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$2.77M -$208K -4,339 -7%
WT
39
Whittier Trust
California
$2.6M +$155K +3,238 +6%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$2.56M +$2.51M +52,388 New
ECM
41
ExodusPoint Capital Management
New York
$2.37M +$1.59M +33,299 +217%
IA
42
Icon Advisers
Colorado
$2.1M
LPL Financial
43
LPL Financial
California
$1.98M +$74.8K +1,563 +4%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1.95M
UBS Group
45
UBS Group
Switzerland
$1.71M -$851K -17,775 -34%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.69M
Wells Fargo
47
Wells Fargo
California
$1.67M -$278K -5,814 -15%
UBS AM
48
UBS AM
Illinois
$1.62M +$162K +3,387 +11%
AIC
49
Aurora Investment Counsel
Georgia
$1.54M +$335 +7 +0%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$1.49M +$432K +9,024 +42%

OTTR Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2021, worth a combined $934M — up 5.4% from $886M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OTTR and 19 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 64 added.

The largest buyer was Adage Capital Partners, adding an estimated $5.98M. The largest seller was Renaissance Technologies, cutting an estimated $3.29M.

  • 168 institutional investors held Otter Tail (OTTR) as of Q2 2021, down from 173 in Q1 2021.
  • Funds reported $934M of Otter Tail stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 19 funds opened new Otter Tail positions in Q2 2021 and 24 closed out, a net change of -5 holders.
  • The largest Otter Tail buyer in Q2 2021 was Adage Capital Partners, an estimated $5.98M added.
  • The largest Otter Tail seller in Q2 2021 was Renaissance Technologies, an estimated $3.29M sold.

Based on aggregated 13F filings for Q2 2021.