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Otter Tail

197 hedge funds and large institutions have $1.09B invested in Otter Tail in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more call options, than puts

Call options by funds: $490K | Put options by funds: $14K

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

17% more funds holding

Funds holding: 168197 (+29)

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$156M)

0.77% more ownership

Funds ownership: 46.13%46.91% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
56
Reduced
58
Closed
7
Calls
$490K
Puts
$14K
Net Calls
+$476K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$1.68M -$170K -3,200 -10%
AIC
52
Aurora Investment Counsel
Georgia
$1.65M -$113K -2,140 -7%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$1.64M -$2.86K -54 -0.2%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.63M +$13.8K +260 +0.9%
CS
55
Credit Suisse
Switzerland
$1.59M +$225K +4,240 +18%
EI
56
EAM Investors
California
$1.58M +$1.5M +28,251 New
DekaBank Deutsche Girozentrale
57
DekaBank Deutsche Girozentrale
Germany
$1.56M +$479K +9,047 +48%
Deutsche Bank
58
Deutsche Bank
Germany
$1.56M +$24.5K +463 +2%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$1.37M +$87K +1,641 +7%
US Bancorp
60
US Bancorp
Minnesota
$1.27M -$127K -2,404 -10%
AIG
61
American International Group
New York
$1.26M -$28.4K -535 -2%
JCIA
62
Jackson Creek Investment Advisors
Colorado
$1.25M +$10.6K +200 +0.9%
WTC
63
WhitTier Trust Company
Nevada
$1.24M +$52.3K +987 +5%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$1.21M +$372K +7,024 +48%
DIM
65
DC Investments Management
Virginia
$1.21M
CIC
66
Cornercap Investment Counsel
Georgia
$1.17M -$197K -3,716 -15%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M -$144K -2,719 -12%
Allianz Asset Management
68
Allianz Asset Management
Germany
$1.15M +$64.4K +1,215 +6%
ZCM
69
Zebra Capital Management
Connecticut
$1.11M -$384K -7,252 -27%
HF
70
HRT Financial
New York
$1.08M +$1.02M +19,330 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$1.08M +$140K +2,637 +16%
DA
72
Denali Advisors
California
$1.06M +$1M +18,916 New
HIM
73
Hillsdale Investment Management
Ontario, Canada
$1.05M +$991K +18,700 New
Man Group
74
Man Group
United Kingdom
$969K +$917K +17,310 New
VOYA Investment Management
75
VOYA Investment Management
Georgia
$967K -$21.1K -399 -2%

OTTR Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2021, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OTTR positions and 7 closed out — a net gain of 31 holders — while 56 added to existing stakes and 58 trimmed.

The largest buyer was Nuveen, adding an estimated $15.9M. The largest seller was First Trust Advisors, cutting an estimated $8.89M.

  • 197 institutional investors held Otter Tail (OTTR) as of Q3 2021, up from 168 in Q2 2021.
  • Funds reported $1.09B of Otter Tail stock for Q3 2021, up 17% quarter-over-quarter.
  • 38 funds opened new Otter Tail positions in Q3 2021 and 7 closed out, a net change of +31 holders.
  • The largest Otter Tail buyer in Q3 2021 was Nuveen, an estimated $15.9M added.
  • The largest Otter Tail seller in Q3 2021 was First Trust Advisors, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2021.