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Otter Tail

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $458K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$111M)

6% more funds holding

Funds holding: 235248 (+13)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 47.07%47.74% (+0.67%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Icon Advisers
Colorado
$2.47M -$400K -6,300 -15%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$2.41M -$282K -4,431 -11%
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$2.34M +$1.45M +22,781 +189%
Deutsche Bank
54
Deutsche Bank
Germany
$2.33M -$47.7K -750 -2%
SEI Investments
55
SEI Investments
Pennsylvania
$2.26M +$276K +4,341 +15%
CSS
56
Cubist Systematic Strategies
Connecticut
$2.23M -$978K -15,382 -32%
UBS Group
57
UBS Group
Switzerland
$2.23M -$601K -9,448 -22%
Wells Fargo
58
Wells Fargo
California
$2.22M -$1.6M -25,118 -43%
WTC
59
WhitTier Trust Company
Nevada
$2.13M +$170K +2,682 +9%
LPL Financial
60
LPL Financial
California
$2.1M -$163K -2,563 -8%
Marshall Wace
61
Marshall Wace
United Kingdom
$1.86M +$1.76M +27,648 New
Osaic Holdings
62
Osaic Holdings
Arizona
$1.82M +$44.5K +700 +3%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.68M -$195K -3,074 -11%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$1.65M +$269K +4,227 +21%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.64M -$66.1K -1,040 -4%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$1.64M +$1.55M +24,448 New
CS
67
Credit Suisse
Switzerland
$1.63M -$486K -7,648 -24%
Principal Financial Group
68
Principal Financial Group
Iowa
$1.53M +$90.3K +1,420 +7%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$1.49M -$192K -3,015 -12%
JF
70
Jump Financial
Illinois
$1.48M +$355K +5,577 +34%
JCIA
71
Jackson Creek Investment Advisors
Colorado
$1.47M -$109K -1,708 -8%
MIM
72
MetLife Investment Management
New Jersey
$1.41M -$37.7K -593 -3%
BCM
73
Bridgeway Capital Management
Texas
$1.37M +$1.3M +20,400 New
AIC
74
Aurora Investment Counsel
Georgia
$1.29M -$256K -4,028 -17%
AIG
75
American International Group
New York
$1.29M -$74.9K -1,178 -6%

OTTR Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2022, worth a combined $1.33B — up 9.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 24 closed out — a net gain of 20 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9.69M sold.

  • 248 institutional investors held Otter Tail (OTTR) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $1.33B of Otter Tail stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q2 2022 and 24 closed out, a net change of +20 holders.
  • The largest Otter Tail buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
  • The largest Otter Tail seller in Q2 2022 was Adage Capital Partners, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2022.