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Otter Tail

235 hedge funds and large institutions have $1.22B invested in Otter Tail in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $256K

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

5% more funds holding

Funds holding: 223235 (+12)

0.41% more ownership

Funds ownership: 46.66%47.07% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $1.38B → $1.22B (-$159M)

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
85
Reduced
63
Closed
26
Calls
$1.46M
Puts
$256K
Net Calls
+$1.2M
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
51
ICA Group Wealth Management
Colorado
$2.27M +$2.07M +32,976 New
Deutsche Bank
52
Deutsche Bank
Germany
$2.21M +$196K +3,129 +10%
Ameriprise
53
Ameriprise
Minnesota
$2.19M +$96.4K +1,537 +5%
LPL Financial
54
LPL Financial
California
$2.12M -$883K -14,073 -29%
VRS
55
Virginia Retirement Systems
Virginia
$2.08M +$1.58M +25,200 +311%
Federated Hermes
56
Federated Hermes
Pennsylvania
$2.04M -$1.22M -19,392 -37%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$2M +$1.92M +30,631 +2,291%
CS
58
Credit Suisse
Switzerland
$1.99M +$9.97K +159 +0.5%
Allspring Global Investments
59
Allspring Global Investments
North Carolina
$1.93M +$277K +4,411 +17%
SEI Investments
60
SEI Investments
Pennsylvania
$1.84M +$16K +255 +0.9%
WTC
61
WhitTier Trust Company
Nevada
$1.81M +$264K +4,215 +17%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1.75M -$358K -5,710 -17%
Osaic Holdings
63
Osaic Holdings
Arizona
$1.66M -$184K -2,932 -10%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.59M +$219K +3,485 +16%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$1.57M -$169K -2,689 -10%
ECM
66
ExodusPoint Capital Management
New York
$1.46M +$1.16M +18,534 +381%
AIC
67
Aurora Investment Counsel
Georgia
$1.46M -$370K -5,893 -20%
JCIA
68
Jackson Creek Investment Advisors
Colorado
$1.41M +$103K +1,639 +8%
MIM
69
MetLife Investment Management
New Jersey
$1.35M +$436K +6,944 +47%
DIM
70
DC Investments Management
Virginia
$1.35M
Principal Financial Group
71
Principal Financial Group
Iowa
$1.33M -$590K -9,413 -31%
AIG
72
American International Group
New York
$1.28M -$90.3K -1,439 -7%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$1.27M +$6.08K +97 +0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
74
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.23M +$1.24M +19,707 New
SO
75
STRS Ohio
Ohio
$1.23M +$772K +12,300 +168%

OTTR Hedge Fund Activity: Q1 2022 in Review

235 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2022, worth a combined $1.22B — down 11% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OTTR positions and 26 closed out — a net gain of 15 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.9M. The largest seller was Glenmede Trust, exiting entirely with an estimated $18.6M sold.

  • 235 institutional investors held Otter Tail (OTTR) as of Q1 2022, up from 223 in Q4 2021.
  • Funds reported $1.22B of Otter Tail stock for Q1 2022, down 11% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q1 2022 and 26 closed out, a net change of +15 holders.
  • The largest Otter Tail buyer in Q1 2022 was Millennium Management, an estimated $19.9M added.
  • The largest Otter Tail seller in Q1 2022 was Glenmede Trust, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2022.