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Otter Tail

173 hedge funds and large institutions have $886M invested in Otter Tail in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $775K | Put options by funds: $235K

8% more capital invested

Capital invested by funds: $819M → $886M (+$67.1M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0.57% less ownership

Funds ownership: 46.85%46.29% (-0.57%)

2% less funds holding

Funds holding: 177173 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
54
Closed
21
Calls
$775K
Puts
$235K
Net Calls
+$540K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$369K -$80.2K -1,874 -19%
SFG
102
SNS Financial Group
Minnesota
$340K
FHB
103
First Hawaiian Bank
Hawaii
$335K
PAM
104
Panagora Asset Management
Massachusetts
$322K
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$316K -$1.9M -44,377 -87%
ISB
106
Iowa State Bank
Iowa
$314K
OSIA
107
O'Shares Investment Advisers
Massachusetts
$303K
AI
108
Accredited Investors
Minnesota
$290K +$1.5K +35 +0.6%
QI
109
QS Investors
New York
$282K -$411K -9,600 -61%
NPPM
110
North Point Portfolio Managers
Ohio
$282K
DADC
111
D.A. Davidson & Co
Montana
$263K
Principal Financial Group
112
Principal Financial Group
Iowa
$263K +$24.1K +563 +11%
Allianz Asset Management
113
Allianz Asset Management
Germany
$257K +$34.7K +810 +17%
TI
114
Trexquant Investment
Connecticut
$252K -$47.2K -1,103 -17%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$234K -$19K -445 -8%
HI
116
Hendershot Investments
Virginia
$231K
CFGS
117
Concourse Financial Group Securities
Alabama
$213K +$1.5K +35 +0.8%
JMF
118
Johnson Midwest Financial
Iowa
$207K
SPIA
119
Steward Partners Investment Advisory
New York
$202K
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$199K -$35K -818 -16%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$191K -$237K -5,547 -57%
AIP
122
Ameritas Investment Partners
Nebraska
$159K
TRCT
123
Tower Research Capital (TRC)
New York
$144K +$75.2K +1,758 +128%
IFAM
124
Institutional & Family Asset Management
Colorado
$107K
HI
125
Harbour Investments
Wisconsin
$99K +$91.9K +2,149 New

OTTR Hedge Fund Activity: Q1 2021 in Review

173 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2021, worth a combined $886M — up 8.2% from $819M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OTTR and 18 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 58 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.78M. The largest seller was Northern Trust, cutting an estimated $11.1M.

  • 173 institutional investors held Otter Tail (OTTR) as of Q1 2021, down from 177 in Q4 2020.
  • Funds reported $886M of Otter Tail stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2021 and 21 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q1 2021 was Adage Capital Partners, an estimated $8.78M added.
  • The largest Otter Tail seller in Q1 2021 was Northern Trust, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2021.