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Otter Tail

197 hedge funds and large institutions have $1.09B invested in Otter Tail in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more call options, than puts

Call options by funds: $490K | Put options by funds: $14K

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

17% more funds holding

Funds holding: 168197 (+29)

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$156M)

0.77% more ownership

Funds ownership: 46.13%46.91% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
56
Reduced
58
Closed
7
Calls
$490K
Puts
$14K
Net Calls
+$476K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$941K +$16K +301 +2%
RJA
77
Raymond James & Associates
Florida
$892K -$30.5K -576 -3%
SEI Investments
78
SEI Investments
Pennsylvania
$850K -$64.4K -1,216 -7%
PAM
79
Panagora Asset Management
Massachusetts
$839K
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$837K -$1.04M -19,654 -57%
MIM
81
MetLife Investment Management
New Jersey
$821K
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$767K -$40.5K -764 -5%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$740K +$8.16K +154 +1%
Truist Financial
84
Truist Financial
North Carolina
$726K -$153K -2,893 -18%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$706K +$669K +12,614 New
NSEDCP
86
NJ State Employees Deferred Compensation Plan
New Jersey
$672K
NA
87
NewEdge Advisors
Louisiana
$665K -$179K -3,379 -22%
AIA
88
Affinity Investment Advisors
California
$659K
AAM
89
Advisors Asset Management
Colorado
$654K -$211K -3,981 -25%
ASRS
90
Arizona State Retirement System
Arizona
$633K +$1.64K +31 +0.3%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$616K +$583K +11,000 New
FP
92
Foundry Partners
Minnesota
$613K -$124K -2,340 -18%
HIS
93
Horizon Investment Services
Indiana
$612K +$169K +3,193 +41%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$610K -$49K -925 -8%
IA
95
IndexIQ Advisors
New York
$545K +$51.7K +976 +11%
CSS
96
Cubist Systematic Strategies
Connecticut
$490K +$464K +8,753 New
SCM
97
Symons Capital Management
Pennsylvania
$487K -$19.4K -366 -4%
NP
98
NorthRock Partners
Minnesota
$470K -$57.8K -1,091 -11%
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$457K
AQR Capital Management
100
AQR Capital Management
Connecticut
$435K -$67.6K -1,275 -14%

OTTR Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2021, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OTTR positions and 7 closed out — a net gain of 31 holders — while 56 added to existing stakes and 58 trimmed.

The largest buyer was Nuveen, adding an estimated $15.9M. The largest seller was First Trust Advisors, cutting an estimated $8.89M.

  • 197 institutional investors held Otter Tail (OTTR) as of Q3 2021, up from 168 in Q2 2021.
  • Funds reported $1.09B of Otter Tail stock for Q3 2021, up 17% quarter-over-quarter.
  • 38 funds opened new Otter Tail positions in Q3 2021 and 7 closed out, a net change of +31 holders.
  • The largest Otter Tail buyer in Q3 2021 was Nuveen, an estimated $15.9M added.
  • The largest Otter Tail seller in Q3 2021 was First Trust Advisors, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2021.