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Otter Tail

168 hedge funds and large institutions have $934M invested in Otter Tail in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,632% more call options, than puts

Call options by funds: $658K | Put options by funds: $38K

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $886M → $934M (+$47.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 46.29%46.13% (-0.16%)

3% less funds holding

Funds holding: 173168 (-5)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
64
Reduced
47
Closed
24
Calls
$658K
Puts
$38K
Net Calls
+$620K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$1.44M +$201K +4,210 +17%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.43M +$251K +5,242 +22%
Osaic Holdings
53
Osaic Holdings
Arizona
$1.41M +$33.4K +699 +2%
Deutsche Bank
54
Deutsche Bank
Germany
$1.34M -$117K -2,450 -8%
ZCM
55
Zebra Capital Management
Connecticut
$1.32M -$140K -2,926 -10%
Legal & General Group
56
Legal & General Group
United Kingdom
$1.23M -$313K -6,542 -21%
US Bancorp
57
US Bancorp
Minnesota
$1.22M +$61.3K +1,281 +5%
CIC
58
Cornercap Investment Counsel
Georgia
$1.2M +$75.7K +1,583 +7%
CS
59
Credit Suisse
Switzerland
$1.18M -$647K -13,517 -36%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15M +$32.3K +675 +3%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$1.12M +$13K +271 +1%
JCIA
62
Jackson Creek Investment Advisors
Colorado
$1.08M +$1.06M +22,184 New
DIM
63
DC Investments Management
Virginia
$1.05M +$375K +7,835 +57%
WTC
64
WhitTier Trust Company
Nevada
$1.04M +$21.6K +452 +2%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$958K +$373K +7,802 +66%
Allianz Asset Management
66
Allianz Asset Management
Germany
$946K +$662K +13,827 +249%
DekaBank Deutsche Girozentrale
67
DekaBank Deutsche Girozentrale
Germany
$889K -$265K -5,528 -23%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$863K -$32.9K -688 -4%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$860K -$2.76M -57,754 -77%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$812K -$6.7K -140 -0.8%
Barclays
71
Barclays
United Kingdom
$807K -$1.63M -34,163 -67%
RJA
72
Raymond James & Associates
Florida
$806K +$10.1K +211 +1%
SEI Investments
73
SEI Investments
Pennsylvania
$801K +$1.44K +30 +0.2%
Truist Financial
74
Truist Financial
North Carolina
$775K +$759K +15,861 New
AAM
75
Advisors Asset Management
Colorado
$765K +$1.44K +30 +0.2%

OTTR Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2021, worth a combined $934M — up 5.4% from $886M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OTTR and 19 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 64 added.

The largest buyer was Adage Capital Partners, adding an estimated $5.98M. The largest seller was Renaissance Technologies, cutting an estimated $3.29M.

  • 168 institutional investors held Otter Tail (OTTR) as of Q2 2021, down from 173 in Q1 2021.
  • Funds reported $934M of Otter Tail stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 19 funds opened new Otter Tail positions in Q2 2021 and 24 closed out, a net change of -5 holders.
  • The largest Otter Tail buyer in Q2 2021 was Adage Capital Partners, an estimated $5.98M added.
  • The largest Otter Tail seller in Q2 2021 was Renaissance Technologies, an estimated $3.29M sold.

Based on aggregated 13F filings for Q2 2021.