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Otter Tail

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $458K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$111M)

6% more funds holding

Funds holding: 235248 (+13)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 47.07%47.74% (+0.67%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$6.46M +$3.32M +52,206 +119%
Swiss National Bank
27
Swiss National Bank
Switzerland
$5.92M -$636K -10,000 -10%
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$5.58M +$2.11M +33,212 +66%
Lazard Asset Management
29
Lazard Asset Management
New York
$5.08M -$7.18K -113 -0.1%
Bank of America
30
Bank of America
North Carolina
$4.69M -$474K -7,459 -10%
First Manhattan
31
First Manhattan
New York
$4.42M -$1.91K -30 -0%
LSV Asset Management
32
LSV Asset Management
Illinois
$4.3M -$25.9K -408 -0.6%
WT
33
Whittier Trust
California
$4.2M +$62.4K +982 +2%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$4.12M -$6.61K -104 -0.2%
NSIM
35
North Star Investment Management
Illinois
$4.1M +$13.5K +212 +0.3%
MAM
36
Martingale Asset Management
Massachusetts
$3.85M +$840K +13,221 +30%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$3.71M -$763 -12 -0%
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$3.64M +$12.8K +201 +0.4%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.35M +$1.14M +17,931 +56%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$3.33M -$207K -3,250 -6%
US Bancorp
41
US Bancorp
Minnesota
$3.14M -$84K -1,321 -3%
HIM
42
Hillsdale Investment Management
Ontario, Canada
$3.06M +$1.77M +27,871 +157%
Ameriprise
43
Ameriprise
Minnesota
$2.87M +$498K +7,827 +22%
AQR Capital Management
44
AQR Capital Management
Connecticut
$2.84M +$89.3K +1,405 +3%
UBS AM
45
UBS AM
Illinois
$2.83M +$53.5K +841 +2%
CCMG
46
Clark Capital Management Group
Pennsylvania
$2.78M +$2.63M +41,356 New
ECM
47
ExodusPoint Capital Management
New York
$2.63M +$1M +15,758 +67%
IGWM
48
ICA Group Wealth Management
Colorado
$2.62M -$39.9K -628 -2%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.52M +$72.9K +1,146 +3%
American Century Companies
50
American Century Companies
Missouri
$2.52M +$2.02M +31,702 +544%

OTTR Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2022, worth a combined $1.33B — up 9.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 24 closed out — a net gain of 20 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9.69M sold.

  • 248 institutional investors held Otter Tail (OTTR) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $1.33B of Otter Tail stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q2 2022 and 24 closed out, a net change of +20 holders.
  • The largest Otter Tail buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
  • The largest Otter Tail seller in Q2 2022 was Adage Capital Partners, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2022.