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Otter Tail

223 hedge funds and large institutions have $1.38B invested in Otter Tail in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $643K

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

27% more capital invested

Capital invested by funds: $1.09B → $1.38B (+$292M)

13% more funds holding

Funds holding: 197223 (+26)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.25% less ownership

Funds ownership: 46.91%46.66% (-0.25%)

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
68
Reduced
66
Closed
16
Calls
$2.05M
Puts
$643K
Net Calls
+$1.41M
Net Calls Change
+$930K
Name Holding Trade Value Shares
Change
Change in
Stake
DA
76
Denali Advisors
California
$1.35M -$1.03K -16 -0.1%
HIM
77
Hillsdale Investment Management
Ontario, Canada
$1.26M -$64.6K -1,000 -5%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$1.19M -$39.3K -608 -4%
RJA
79
Raymond James & Associates
Florida
$1.18M +$33.3K +515 +3%
AQR Capital Management
80
AQR Capital Management
Connecticut
$1.15M +$535K +8,287 +107%
SFI
81
Susquehanna Fundamental Investments
Pennsylvania
$1.14M +$213K +3,305 +26%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$1.13M +$552K +8,543 +117%
MIM
83
MetLife Investment Management
New Jersey
$1.05M
ZCM
84
Zebra Capital Management
Connecticut
$1.04M -$345K -5,347 -27%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$995K +$45.9K +710 +5%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$974K -$84.3K -1,306 -9%
Citigroup
87
Citigroup
New York
$947K +$397K +6,145 +86%
Man Group
88
Man Group
United Kingdom
$929K -$278K -4,300 -25%
Truist Financial
89
Truist Financial
North Carolina
$908K -$16.1K -250 -2%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$892K -$77.6K -1,201 -9%
PAM
91
Panagora Asset Management
Massachusetts
$873K -$178K -2,763 -18%
NA
92
NewEdge Advisors
Louisiana
$858K +$8.46K +131 +1%
NSEDCP
93
NJ State Employees Deferred Compensation Plan
New Jersey
$857K
AIA
94
Affinity Investment Advisors
California
$844K +$2.78K +43 +0.4%
PI
95
Putnam Investments
Massachusetts
$842K -$3.82M -59,177 -83%
HIS
96
Horizon Investment Services
Indiana
$801K +$18.5K +286 +3%
ASRS
97
Arizona State Retirement System
Arizona
$798K -$8.72K -135 -1%
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
$779K
ZIM
99
Zacks Investment Management
Illinois
$711K +$643K +9,954 New
Marshall Wace
100
Marshall Wace
United Kingdom
$667K +$603K +9,344 New

OTTR Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2021, worth a combined $1.38B — up 27% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 16 closed out — a net gain of 28 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $6.54M. The largest seller was First Trust Advisors, cutting an estimated $13.9M.

  • 223 institutional investors held Otter Tail (OTTR) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.38B of Otter Tail stock for Q4 2021, up 27% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q4 2021 and 16 closed out, a net change of +28 holders.
  • The largest Otter Tail buyer in Q4 2021 was BlackRock, an estimated $6.54M added.
  • The largest Otter Tail seller in Q4 2021 was First Trust Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2021.