We are live on ! Find out more
OTTR icon

Otter Tail

197 hedge funds and large institutions have $1.09B invested in Otter Tail in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more call options, than puts

Call options by funds: $490K | Put options by funds: $14K

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

17% more funds holding

Funds holding: 168197 (+29)

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$156M)

0.77% more ownership

Funds ownership: 46.13%46.91% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
56
Reduced
58
Closed
7
Calls
$490K
Puts
$14K
Net Calls
+$476K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
26
Phocas Financial Corp
California
$6.35M +$47.8K +901 +0.8%
Bank of America
27
Bank of America
North Carolina
$6.33M +$98.6K +1,860 +2%
Swiss National Bank
28
Swiss National Bank
Switzerland
$5.12M
PI
29
Putnam Investments
Massachusetts
$3.97M -$786K -14,840 -17%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$3.85M +$84.8K +1,600 +2%
Invesco
31
Invesco
Georgia
$3.78M +$158K +2,983 +5%
First Manhattan
32
First Manhattan
New York
$3.7M
LSV Asset Management
33
LSV Asset Management
Illinois
$3.48M
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$3.4M +$92.3K +1,741 +3%
Federated Hermes
35
Federated Hermes
Pennsylvania
$3.4M -$1.01K -19 -0%
NSIM
36
North Star Investment Management
Illinois
$3.34M +$49.9K +942 +2%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$3.15M -$24K -452 -0.8%
WT
38
Whittier Trust
California
$3.14M +$150K +2,821 +5%
Wells Fargo
39
Wells Fargo
California
$3.05M +$1.08M +20,422 +60%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$2.77M -$154K -2,899 -6%
Ameriprise
41
Ameriprise
Minnesota
$2.48M +$763K +14,393 +49%
IA
42
Icon Advisers
Colorado
$2.41M
Goldman Sachs
43
Goldman Sachs
New York
$2.31M -$997K -18,804 -31%
LPL Financial
44
LPL Financial
California
$2.23M -$31.4K -593 -1%
EGI
45
EAM Global Investors
California
$2.23M +$2.11M +39,852 New
UBS Group
46
UBS Group
Switzerland
$2.02M +$54.6K +1,030 +3%
MAM
47
Martingale Asset Management
Massachusetts
$1.96M +$1.16M +21,800 +165%
ECM
48
ExodusPoint Capital Management
New York
$1.88M -$798K -15,055 -31%
Legal & General Group
49
Legal & General Group
United Kingdom
$1.87M +$435K +8,204 +33%
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$1.71M

OTTR Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2021, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OTTR positions and 7 closed out — a net gain of 31 holders — while 56 added to existing stakes and 58 trimmed.

The largest buyer was Nuveen, adding an estimated $15.9M. The largest seller was First Trust Advisors, cutting an estimated $8.89M.

  • 197 institutional investors held Otter Tail (OTTR) as of Q3 2021, up from 168 in Q2 2021.
  • Funds reported $1.09B of Otter Tail stock for Q3 2021, up 17% quarter-over-quarter.
  • 38 funds opened new Otter Tail positions in Q3 2021 and 7 closed out, a net change of +31 holders.
  • The largest Otter Tail buyer in Q3 2021 was Nuveen, an estimated $15.9M added.
  • The largest Otter Tail seller in Q3 2021 was First Trust Advisors, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2021.