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Otter Tail

177 hedge funds and large institutions have $819M invested in Otter Tail in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,017% more call options, than puts

Call options by funds: $494K | Put options by funds: $12K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

20% more capital invested

Capital invested by funds: $681M → $819M (+$138M)

9% more funds holding

Funds holding: 163177 (+14)

0.32% more ownership

Funds ownership: 46.53%46.85% (+0.32%)

Holders
177
Holders Change
+14
Holders Change %
+8.59%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
61
Reduced
49
Closed
15
Calls
$494K
Puts
$12K
Net Calls
+$482K
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$348K
VBFP
102
Valtinson Bruner Financial Planning
Minnesota
$324K -$102K -2,500 -25%
SFG
103
SNS Financial Group
Minnesota
$314K -$126K -3,100 -30%
FHB
104
First Hawaiian Bank
Hawaii
$309K
PAM
105
Panagora Asset Management
Massachusetts
$297K -$25.4K -623 -8%
ISB
106
Iowa State Bank
Iowa
$290K
AG
107
Aperio Group
California
$282K -$16.6K -407 -6%
TI
108
Trexquant Investment
Connecticut
$280K -$604K -14,810 -69%
OSIA
109
O'Shares Investment Advisers
Massachusetts
$280K +$16.5K +405 +7%
AI
110
Accredited Investors
Minnesota
$266K -$92.8K -2,277 -27%
NPPM
111
North Point Portfolio Managers
Ohio
$260K
DADC
112
D.A. Davidson & Co
Montana
$243K
WCM
113
Weld Capital Management
New York
$235K +$224K +5,504 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$235K +$225K +5,522 New
SGI
115
Summit Global Investments
Utah
$234K -$61.1K -1,500 -21%
Jane Street
116
Jane Street
New York
$224K +$214K +5,247 New
SCM
117
Symons Capital Management
Pennsylvania
$221K +$211K +5,187 New
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$218K +$3.26K +80 +2%
Principal Financial Group
119
Principal Financial Group
Iowa
$218K +$209K +5,125 New
HI
120
Hendershot Investments
Virginia
$213K
State of Tennessee, Department of Treasury
121
State of Tennessee, Department of Treasury
Tennessee
$209K +$200K +4,900 New
Allianz Asset Management
122
Allianz Asset Management
Germany
$202K +$193K +4,747 New
IA
123
IndexIQ Advisors
New York
$201K +$19.9K +487 +12%
WCM
124
Wedge Capital Management
North Carolina
$201K +$192K +4,719 New
CFGS
125
Concourse Financial Group Securities
Alabama
$195K +$1.39K +34 +0.7%

OTTR Hedge Fund Activity: Q4 2020 in Review

177 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2020, worth a combined $819M — up 20% from $681M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new OTTR positions and 15 closed out — a net gain of 14 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $4.93M. The largest seller was Renaissance Technologies, cutting an estimated $10.5M.

  • 177 institutional investors held Otter Tail (OTTR) as of Q4 2020, up from 163 in Q3 2020.
  • Funds reported $819M of Otter Tail stock for Q4 2020, up 20% quarter-over-quarter.
  • 29 funds opened new Otter Tail positions in Q4 2020 and 15 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q4 2020 was Bank of New York Mellon, an estimated $4.93M added.
  • The largest Otter Tail seller in Q4 2020 was Renaissance Technologies, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2020.