We are live on ! Find out more
OTTR icon

Otter Tail

223 hedge funds and large institutions have $1.38B invested in Otter Tail in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $643K

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

27% more capital invested

Capital invested by funds: $1.09B → $1.38B (+$292M)

13% more funds holding

Funds holding: 197223 (+26)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.25% less ownership

Funds ownership: 46.91%46.66% (-0.25%)

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
68
Reduced
66
Closed
16
Calls
$2.05M
Puts
$643K
Net Calls
+$1.41M
Net Calls Change
+$930K
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
26
Phocas Financial Corp
California
$7.91M -$168K -2,607 -2%
JP Morgan Chase
27
JP Morgan Chase
New York
$7.49M -$560K -8,665 -8%
Swiss National Bank
28
Swiss National Bank
Switzerland
$6.52M -$12.9K -200 -0.2%
Invesco
29
Invesco
Georgia
$5.68M +$767K +11,878 +18%
Goldman Sachs
30
Goldman Sachs
New York
$5.07M +$1.91M +29,640 +72%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$4.9M -$9.88K -153 -0.2%
First Manhattan
32
First Manhattan
New York
$4.69M -$21.4K -331 -0.5%
Wells Fargo
33
Wells Fargo
California
$4.68M +$711K +11,012 +20%
LSV Asset Management
34
LSV Asset Management
Illinois
$4.32M -$110K -1,700 -3%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$4.28M -$55.1K -853 -1%
NSIM
36
North Star Investment Management
Illinois
$4.27M +$4.07K +63 +0.1%
WT
37
Whittier Trust
California
$4.14M +$122K +1,891 +3%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$4.11M +$72.8K +1,128 +2%
UBS Group
39
UBS Group
Switzerland
$3.86M +$1.16M +17,933 +50%
Federated Hermes
40
Federated Hermes
Pennsylvania
$3.71M -$565K -8,745 -14%
US Bancorp
41
US Bancorp
Minnesota
$3.69M +$1.87M +28,961 +128%
Barclays
42
Barclays
United Kingdom
$3.57M +$2.14M +33,134 +197%
LPL Financial
43
LPL Financial
California
$3.42M +$520K +8,057 +20%
IA
44
Icon Advisers
Colorado
$3.08M
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$2.88M -$591K -9,147 -18%
EGI
46
EAM Global Investors
California
$2.85M
UBS AM
47
UBS AM
Illinois
$2.62M +$430K +6,659 +22%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$2.41M +$2.18M +33,745 New
Legal & General Group
49
Legal & General Group
United Kingdom
$2.4M +$12.6K +195 +0.6%
Ameriprise
50
Ameriprise
Minnesota
$2.39M -$674K -10,432 -24%

OTTR Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2021, worth a combined $1.38B — up 27% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 16 closed out — a net gain of 28 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $6.54M. The largest seller was First Trust Advisors, cutting an estimated $13.9M.

  • 223 institutional investors held Otter Tail (OTTR) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.38B of Otter Tail stock for Q4 2021, up 27% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q4 2021 and 16 closed out, a net change of +28 holders.
  • The largest Otter Tail buyer in Q4 2021 was BlackRock, an estimated $6.54M added.
  • The largest Otter Tail seller in Q4 2021 was First Trust Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2021.