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Otter Tail

235 hedge funds and large institutions have $1.22B invested in Otter Tail in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $256K

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

5% more funds holding

Funds holding: 223235 (+12)

0.41% more ownership

Funds ownership: 46.66%47.07% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $1.38B → $1.22B (-$159M)

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
85
Reduced
63
Closed
26
Calls
$1.46M
Puts
$256K
Net Calls
+$1.2M
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
76
Cornercap Investment Counsel
Georgia
$1.22M +$1.22M +19,458 New
HIM
77
Hillsdale Investment Management
Ontario, Canada
$1.11M
Allianz Asset Management
78
Allianz Asset Management
Germany
$1.1M -$301K -4,800 -21%
RJA
79
Raymond James & Associates
Florida
$1.08M +$48.9K +779 +5%
SFI
80
Susquehanna Fundamental Investments
Pennsylvania
$1.07M +$75.3K +1,200 +8%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$1.06M +$16.9K +270 +2%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04M -$248K -3,954 -19%
JF
83
Jump Financial
Illinois
$1.03M +$1.03M +16,423 New
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$947K -$43.5K -693 -4%
GC
85
Guggenheim Capital
Illinois
$933K +$729K +11,620 +351%
ZCM
86
Zebra Capital Management
Connecticut
$931K +$24.2K +386 +3%
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
$893K +$897K +14,294 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$879K +$7.21K +115 +0.8%
Franklin Resources
89
Franklin Resources
California
$813K +$313K +4,983 +62%
Truist Financial
90
Truist Financial
North Carolina
$793K -$2.26K -36 -0.3%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$785K +$4.58K +73 +0.6%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$763K +$362K +5,773 +90%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$752K +$754K +12,027 New
NSEDCP
94
NJ State Employees Deferred Compensation Plan
New Jersey
$750K
NA
95
NewEdge Advisors
Louisiana
$741K -$9.97K -159 -1%
AIA
96
Affinity Investment Advisors
California
$739K +$1.07K +17 +0.1%
KBC Group
97
KBC Group
Belgium
$714K +$395K +6,291 +123%
CP
98
CenterBook Partners
Connecticut
$709K +$712K +11,347 New
ASRS
99
Arizona State Retirement System
Arizona
$702K +$3.07K +49 +0.4%
PI
100
Putnam Investments
Massachusetts
$683K -$53.3K -850 -7%

OTTR Hedge Fund Activity: Q1 2022 in Review

235 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2022, worth a combined $1.22B — down 11% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OTTR positions and 26 closed out — a net gain of 15 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.9M. The largest seller was Glenmede Trust, exiting entirely with an estimated $18.6M sold.

  • 235 institutional investors held Otter Tail (OTTR) as of Q1 2022, up from 223 in Q4 2021.
  • Funds reported $1.22B of Otter Tail stock for Q1 2022, down 11% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q1 2022 and 26 closed out, a net change of +15 holders.
  • The largest Otter Tail buyer in Q1 2022 was Millennium Management, an estimated $19.9M added.
  • The largest Otter Tail seller in Q1 2022 was Glenmede Trust, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2022.