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Otter Tail
OTTR

223 hedge funds and large institutions have $1.38B invested in Otter Tail in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $643K

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

27% more capital invested

Capital invested by funds: $1.09B → $1.38B (+$292M)

13% more funds holding

Funds holding: 197 → 223 (+26)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.25% less ownership

Funds ownership: 46.91% → 46.66% (-0.25%)

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
68
Reduced
66
Closed
16
Calls
$2.05M
Puts
$643K
Net Calls
+$1.41M
Net Calls Change
+$930K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.54M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.46M
3
Barclays
Barclays
United Kingdom
+$2.14M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.11M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$13.9M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$10M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$6M
4
Prudential Financial
Prudential Financial
New Jersey
-$4.53M
5
PI
Putnam Investments
Massachusetts
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$2.37M -$116K -1,800 -5%
Assenagon Asset Management
52
Assenagon Asset Management
Luxembourg
$2.31M +$2.09M +32,404 New
Deutsche Bank
53
Deutsche Bank
Germany
$2.31M +$290K +4,488 +16%
CS
54
Credit Suisse
Switzerland
$2.27M +$219K +3,387 +12%
Principal Financial Group
55
Principal Financial Group
Iowa
$2.2M +$1.99M +30,764 New
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$2.17M -$10.8K -168 -0.5%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.1M +$20.5K +318 +1%
SEI Investments
58
SEI Investments
Pennsylvania
$2.09M +$909K +14,079 +93%
AIC
59
Aurora Investment Counsel
Georgia
$2.09M -$20.2K -313 -1%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.99M -$93.1K -1,441 -5%
EI
61
EAM Investors
California
$1.96M -$53.7K -832 -3%
DekaBank Deutsche Girozentrale
62
DekaBank Deutsche Girozentrale
Germany
$1.94M – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.9M +$1.4M +21,659 +437%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$1.89M +$1.71M +26,530 New
WTC
65
WhitTier Trust Company
Nevada
$1.77M +$167K +2,582 +12%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$1.64M +$96.5K +1,494 +7%
Allianz Asset Management
67
Allianz Asset Management
Germany
$1.59M +$112K +1,737 +8%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.57M +$177K +2,733 +14%
AIG
69
American International Group
New York
$1.56M -$42.2K -654 -3%
DIM
70
DC Investments Management
Virginia
$1.54M – – –
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$1.52M +$1.37M +21,276 New
CSS
72
Cubist Systematic Strategies
Connecticut
$1.51M +$802K +12,415 +142%
JCIA
73
Jackson Creek Investment Advisors
Colorado
$1.49M -$94.3K -1,460 -7%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$1.45M -$277K -4,293 -17%
EGM
75
Engineers Gate Manager
New York
$1.41M +$1.28M +19,751 New
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OTTR Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2021, worth a combined $1.38B — up 27% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 16 closed out — a net gain of 28 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $6.54M. The largest seller was First Trust Advisors, cutting an estimated $13.9M.

  • 223 institutional investors held Otter Tail (OTTR) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.38B of Otter Tail stock for Q4 2021, up 27% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q4 2021 and 16 closed out, a net change of +28 holders.
  • The largest Otter Tail buyer in Q4 2021 was BlackRock, an estimated $6.54M added.
  • The largest Otter Tail seller in Q4 2021 was First Trust Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2021.