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Otter Tail

168 hedge funds and large institutions have $934M invested in Otter Tail in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,632% more call options, than puts

Call options by funds: $658K | Put options by funds: $38K

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $886M → $934M (+$47.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 46.29%46.13% (-0.16%)

3% less funds holding

Funds holding: 173168 (-5)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
64
Reduced
47
Closed
24
Calls
$658K
Puts
$38K
Net Calls
+$620K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$745K +$178K +3,730 +32%
PAM
77
Panagora Asset Management
Massachusetts
$732K +$383K +8,013 +115%
MIM
78
MetLife Investment Management
New Jersey
$716K
HSBC Holdings
79
HSBC Holdings
United Kingdom
$713K +$75.5K +1,577 +12%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$706K +$9.19K +192 +1%
FP
81
Foundry Partners
Minnesota
$649K +$34K +710 +6%
MAM
82
Martingale Asset Management
Massachusetts
$646K +$86.6K +1,810 +16%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$637K +$383 +8 +0.1%
NSEDCP
84
NJ State Employees Deferred Compensation Plan
New Jersey
$586K
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$577K +$29.7K +620 +6%
AIA
86
Affinity Investment Advisors
California
$574K
ASRS
87
Arizona State Retirement System
Arizona
$551K +$25.2K +526 +5%
ProShare Advisors
88
ProShare Advisors
Maryland
$521K -$7.56K -158 -1%
Citadel Advisors
89
Citadel Advisors
Florida
$474K -$2.21M -46,126 -83%
NP
90
NorthRock Partners
Minnesota
$463K +$1.48K +31 +0.3%
SCM
91
Symons Capital Management
Pennsylvania
$442K -$383 -8 -0.1%
AQR Capital Management
92
AQR Capital Management
Connecticut
$441K -$51.3K -1,072 -11%
IA
93
IndexIQ Advisors
New York
$428K +$3.49K +73 +0.8%
DTL
94
Dynamic Technology Lab
Singapore
$422K +$413K +8,640 New
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$399K
OSIA
96
O'Shares Investment Advisers
Massachusetts
$380K +$57.9K +1,210 +18%
HIS
97
Horizon Investment Services
Indiana
$378K +$370K +7,742 New
Citigroup
98
Citigroup
New York
$364K -$37.2K -777 -9%
SFG
99
SNS Financial Group
Minnesota
$360K
FHB
100
First Hawaiian Bank
Hawaii
$354K

OTTR Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2021, worth a combined $934M — up 5.4% from $886M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OTTR and 19 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 64 added.

The largest buyer was Adage Capital Partners, adding an estimated $5.98M. The largest seller was Renaissance Technologies, cutting an estimated $3.29M.

  • 168 institutional investors held Otter Tail (OTTR) as of Q2 2021, down from 173 in Q1 2021.
  • Funds reported $934M of Otter Tail stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 19 funds opened new Otter Tail positions in Q2 2021 and 24 closed out, a net change of -5 holders.
  • The largest Otter Tail buyer in Q2 2021 was Adage Capital Partners, an estimated $5.98M added.
  • The largest Otter Tail seller in Q2 2021 was Renaissance Technologies, an estimated $3.29M sold.

Based on aggregated 13F filings for Q2 2021.