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Otter Tail

235 hedge funds and large institutions have $1.22B invested in Otter Tail in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $256K

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

5% more funds holding

Funds holding: 223235 (+12)

0.41% more ownership

Funds ownership: 46.66%47.07% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $1.38B → $1.22B (-$159M)

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
85
Reduced
63
Closed
26
Calls
$1.46M
Puts
$256K
Net Calls
+$1.2M
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$5.46M +$492K +7,838 +10%
Bank of America
27
Bank of America
North Carolina
$4.84M -$3.13M -49,853 -39%
Lazard Asset Management
28
Lazard Asset Management
New York
$4.74M +$4.76M +75,871 New
First Manhattan
29
First Manhattan
New York
$4.12M +$12.5K +200 +0.3%
Goldman Sachs
30
Goldman Sachs
New York
$4.07M -$361K -5,748 -8%
LSV Asset Management
31
LSV Asset Management
Illinois
$4.03M +$251K +4,000 +7%
WT
32
Whittier Trust
California
$3.85M +$224K +3,575 +6%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$3.84M -$449K -7,160 -10%
NSIM
34
North Star Investment Management
Illinois
$3.8M +$66.1K +1,053 +2%
Wells Fargo
35
Wells Fargo
California
$3.63M -$465K -7,407 -11%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$3.53M +$2.21M +35,267 +166%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.45M -$294K -4,692 -8%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$3.38M +$1.48M +23,606 +78%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$3.3M -$290K -4,626 -8%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$3.12M +$1.1M +17,570 +54%
CSS
41
Cubist Systematic Strategies
Connecticut
$3.04M +$1.73M +27,506 +130%
US Bancorp
42
US Bancorp
Minnesota
$3.01M -$218K -3,472 -7%
MAM
43
Martingale Asset Management
Massachusetts
$2.76M +$684K +10,912 +33%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$2.74M +$2.18M +34,684 +374%
IA
45
Icon Advisers
Colorado
$2.69M
UBS Group
46
UBS Group
Switzerland
$2.67M -$706K -11,261 -21%
UBS AM
47
UBS AM
Illinois
$2.58M +$294K +4,683 +13%
AQR Capital Management
48
AQR Capital Management
Connecticut
$2.56M +$1.56M +24,893 +155%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$2.52M
Legal & General Group
50
Legal & General Group
United Kingdom
$2.27M +$180K +2,866 +9%

OTTR Hedge Fund Activity: Q1 2022 in Review

235 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2022, worth a combined $1.22B — down 11% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OTTR positions and 26 closed out — a net gain of 15 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.9M. The largest seller was Glenmede Trust, exiting entirely with an estimated $18.6M sold.

  • 235 institutional investors held Otter Tail (OTTR) as of Q1 2022, up from 223 in Q4 2021.
  • Funds reported $1.22B of Otter Tail stock for Q1 2022, down 11% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q1 2022 and 26 closed out, a net change of +15 holders.
  • The largest Otter Tail buyer in Q1 2022 was Millennium Management, an estimated $19.9M added.
  • The largest Otter Tail seller in Q1 2022 was Glenmede Trust, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2022.