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Otter Tail

173 hedge funds and large institutions have $886M invested in Otter Tail in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $775K | Put options by funds: $235K

8% more capital invested

Capital invested by funds: $819M → $886M (+$67.1M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0.57% less ownership

Funds ownership: 46.85%46.29% (-0.57%)

2% less funds holding

Funds holding: 177173 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
54
Closed
21
Calls
$775K
Puts
$235K
Net Calls
+$540K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
51
Aurora Investment Counsel
Georgia
$1.46M +$1.35M +31,647 New
HighTower Advisors
52
HighTower Advisors
Illinois
$1.44M -$21.2K -496 -2%
ZCM
53
Zebra Capital Management
Connecticut
$1.39M +$1.28M +30,036 New
UBS AM
54
UBS AM
Illinois
$1.38M
Deutsche Bank
55
Deutsche Bank
Germany
$1.38M -$118K -2,752 -8%
Osaic Holdings
56
Osaic Holdings
Arizona
$1.3M +$21.6K +504 +2%
Ameriprise
57
Ameriprise
Minnesota
$1.17M -$74K -1,729 -6%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$1.11M -$42.8K -1,000 -4%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$1.11M +$237K +5,548 +30%
US Bancorp
60
US Bancorp
Minnesota
$1.1M -$27.4K -640 -3%
HF
61
HRT Financial
New York
$1.09M +$1.01M +23,648 New
CIC
62
Cornercap Investment Counsel
Georgia
$1.06M +$217K +5,062 +28%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.06M -$66.8K -1,562 -6%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.04M +$36K +842 +4%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$1.04M -$1.42M -33,100 -60%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$997K -$704K -16,450 -43%
CSS
67
Cubist Systematic Strategies
Connecticut
$978K -$249K -5,811 -22%
WTC
68
WhitTier Trust Company
Nevada
$960K +$88.7K +2,073 +11%
Man Group
69
Man Group
United Kingdom
$900K -$2.43M -56,717 -74%
Acadian Asset Management
70
Acadian Asset Management
Massachusetts
$883K -$1.9M -44,505 -70%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$848K -$90.9K -2,126 -10%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$775K +$164K +3,840 +30%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$775K +$61.1K +1,429 +9%
RJA
74
Raymond James & Associates
Florida
$753K -$15.5K -362 -2%
SEI Investments
75
SEI Investments
Pennsylvania
$736K -$4.28K -100 -0.6%

OTTR Hedge Fund Activity: Q1 2021 in Review

173 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2021, worth a combined $886M — up 8.2% from $819M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OTTR and 18 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 58 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.78M. The largest seller was Northern Trust, cutting an estimated $11.1M.

  • 173 institutional investors held Otter Tail (OTTR) as of Q1 2021, down from 177 in Q4 2020.
  • Funds reported $886M of Otter Tail stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2021 and 21 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q1 2021 was Adage Capital Partners, an estimated $8.78M added.
  • The largest Otter Tail seller in Q1 2021 was Northern Trust, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2021.