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Otter Tail

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $458K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$111M)

6% more funds holding

Funds holding: 235248 (+13)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 47.07%47.74% (+0.67%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
76
STRS Ohio
Ohio
$1.2M -$108K -1,700 -9%
RJA
77
Raymond James & Associates
Florida
$1.18M +$25.4K +399 +2%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$1.15M +$313K +4,925 +40%
HF
79
HRT Financial
New York
$1.14M +$607K +9,546 +128%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.11M -$7.63K -120 -0.7%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$1.09M -$41.3K -649 -4%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$1.07M +$50.9K +800 +5%
ZCM
83
Zebra Capital Management
Connecticut
$972K -$27K -424 -3%
GC
84
Guggenheim Capital
Illinois
$967K -$33.1K -520 -3%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$948K +$5.09K +80 +0.6%
GAM
86
Gotham Asset Management
New York
$931K +$197K +3,102 +29%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$926K -$2.72M -42,747 -76%
SG Americas Securities
88
SG Americas Securities
New York
$918K +$869K +13,676 New
Asset Management One
89
Asset Management One
Japan
$898K +$851K +13,391 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
90
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$871K -$428K -6,732 -34%
KAS
91
Kestra Advisory Services
Texas
$866K +$820K +12,899 New
Truist Financial
92
Truist Financial
North Carolina
$851K
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$847K +$3.24K +51 +0.4%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$817K +$774K +12,174 New
NSEDCP
95
NJ State Employees Deferred Compensation Plan
New Jersey
$806K
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$797K +$755K +11,875 New
NA
97
NewEdge Advisors
Louisiana
$790K -$4.96K -78 -0.7%
PI
98
Putnam Investments
Massachusetts
$773K +$36.6K +576 +5%
Allianz Asset Management
99
Allianz Asset Management
Germany
$748K -$406K -6,394 -36%
AIA
100
Affinity Investment Advisors
California
$748K -$43.9K -690 -6%

OTTR Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2022, worth a combined $1.33B — up 9.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 24 closed out — a net gain of 20 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9.69M sold.

  • 248 institutional investors held Otter Tail (OTTR) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $1.33B of Otter Tail stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q2 2022 and 24 closed out, a net change of +20 holders.
  • The largest Otter Tail buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
  • The largest Otter Tail seller in Q2 2022 was Adage Capital Partners, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2022.