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Otter Tail
OTTR

Overview Fund Activity

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
Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.44%
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

Top Buyers

1
BlackRock
1
BlackRock
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M
3
Barclays
3
Barclays
United Kingdom
$3.57M
4
Victory Capital Management
4
Victory Capital Management
Texas
$15.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.31M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$68M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$27.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$8.98M
5
PI
5
Putnam Investments
Massachusetts
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
26
Phocas Financial Corp
California
$7.91M -$186K -2,607 -2%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$7.49M -$619K -8,665 -8%
Swiss National Bank
28
Swiss National Bank
Switzerland
$6.52M -$14.3K -200 -0.2%
Invesco
29
Invesco
Georgia
$5.68M +$848K +11,878 +18%
Goldman Sachs
30
Goldman Sachs
New York
$5.07M +$2.12M +29,640 +72%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$4.9M -$10.9K -153 -0.2%
First Manhattan
32
First Manhattan
New York
$4.69M -$23.6K -331 -0.5%
Wells Fargo
33
Wells Fargo
California
$4.68M +$786K +11,012 +20%
LSV Asset Management
34
LSV Asset Management
Illinois
$4.32M -$121K -1,700 -3%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$4.28M -$60.9K -853 -1%
NSIM
36
North Star Investment Management
Illinois
$4.27M +$4.5K +63 +0.1%
WT
37
Whittier Trust
California
$4.14M +$135K +1,891 +3%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$4.11M +$80.6K +1,128 +2%
UBS Group
39
UBS Group
Switzerland
$3.86M +$1.28M +17,933 +50%
Federated Hermes
40
Federated Hermes
Pennsylvania
$3.71M -$625K -8,745 -14%
US Bancorp
41
US Bancorp
Minnesota
$3.69M +$2.07M +28,961 +128%
Barclays
42
Barclays
United Kingdom
$3.57M +$2.37M +33,134 +197%
LPL Financial
43
LPL Financial
California
$3.43M +$576K +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 -$653K -9,147 -18%
EGI
46
EAM Global Investors
California
$2.85M – – –
UBS AM
47
UBS AM
Illinois
$2.62M +$476K +6,659 +22%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$2.41M +$2.41M +33,745 New
Legal & General Group
49
Legal & General Group
United Kingdom
$2.4M +$13.9K +195 +0.6%
Ameriprise
50
Ameriprise
Minnesota
$2.39M -$745K -10,432 -24%
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