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Otter Tail

173 hedge funds and large institutions have $886M invested in Otter Tail in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $775K | Put options by funds: $235K

8% more capital invested

Capital invested by funds: $819M → $886M (+$67.1M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0.57% less ownership

Funds ownership: 46.85%46.29% (-0.57%)

2% less funds holding

Funds holding: 177173 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
54
Closed
21
Calls
$775K
Puts
$235K
Net Calls
+$540K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Advisors Asset Management
Colorado
$722K -$51.7K -1,208 -7%
ECM
77
ExodusPoint Capital Management
New York
$708K +$656K +15,329 New
MIM
78
MetLife Investment Management
New Jersey
$677K -$110K -2,561 -15%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$659K -$6.46K -151 -1%
DIM
80
DC Investments Management
Virginia
$633K +$587K +13,719 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$603K
HSBC Holdings
82
HSBC Holdings
United Kingdom
$602K -$1.17M -27,439 -68%
FP
83
Foundry Partners
Minnesota
$581K +$36.4K +850 +7%
JGUA
84
John G. Ullman & Associates
New York
$573K +$530K +12,400 New
NSEDCP
85
NJ State Employees Deferred Compensation Plan
New Jersey
$554K
Russell Investments Group
86
Russell Investments Group
United Kingdom
$545K -$234K -5,473 -32%
AIA
87
Affinity Investment Advisors
California
$543K +$941 +22 +0.2%
NA
88
NewEdge Advisors
Louisiana
$532K +$13.9K +326 +3%
MAM
89
Martingale Asset Management
Massachusetts
$527K
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$517K -$16K -374 -3%
ProShare Advisors
91
ProShare Advisors
Maryland
$500K +$79.2K +1,852 +21%
ASRS
92
Arizona State Retirement System
Arizona
$497K +$3.85K +90 +0.8%
AQR Capital Management
93
AQR Capital Management
Connecticut
$467K -$331K -7,740 -43%
HSA
94
Hussman Strategic Advisors
Maryland
$462K
AIM
95
Aigen Investment Management
New York
$457K -$188K -4,400 -31%
NP
96
NorthRock Partners
Minnesota
$437K
SCM
97
Symons Capital Management
Pennsylvania
$419K +$166K +3,885 +75%
IA
98
IndexIQ Advisors
New York
$401K +$170K +3,978 +84%
Citigroup
99
Citigroup
New York
$382K -$314K -7,341 -47%
Public Employees Retirement Association of Colorado
100
Public Employees Retirement Association of Colorado
Colorado
$377K

OTTR Hedge Fund Activity: Q1 2021 in Review

173 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2021, worth a combined $886M — up 8.2% from $819M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OTTR and 18 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 58 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.78M. The largest seller was Northern Trust, cutting an estimated $11.1M.

  • 173 institutional investors held Otter Tail (OTTR) as of Q1 2021, down from 177 in Q4 2020.
  • Funds reported $886M of Otter Tail stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2021 and 21 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q1 2021 was Adage Capital Partners, an estimated $8.78M added.
  • The largest Otter Tail seller in Q1 2021 was Northern Trust, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2021.