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Otter Tail

168 hedge funds and large institutions have $934M invested in Otter Tail in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,632% more call options, than puts

Call options by funds: $658K | Put options by funds: $38K

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $886M → $934M (+$47.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 46.29%46.13% (-0.16%)

3% less funds holding

Funds holding: 173168 (-5)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
64
Reduced
47
Closed
24
Calls
$658K
Puts
$38K
Net Calls
+$620K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
ISB
101
Iowa State Bank
Iowa
$332K
AIM
102
Aigen Investment Management
New York
$327K -$152K -3,186 -32%
Stifel Financial
103
Stifel Financial
Missouri
$323K +$316K +6,610 New
DADC
104
D.A. Davidson & Co
Montana
$303K +$23.9K +500 +9%
NPPM
105
North Point Portfolio Managers
Ohio
$298K
QI
106
QS Investors
New York
$298K
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$292K -$517K -10,808 -64%
AB
108
Amalgamated Bank
New York
$282K +$277K +5,780 New
E
109
Ergoteles
New York
$259K +$254K +5,300 New
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$253K +$5.46K +114 +2%
HSA
111
Hussman Strategic Advisors
Maryland
$244K -$239K -5,000 -50%
HI
112
Hendershot Investments
Virginia
$244K
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$235K +$230K +4,809 New
Principal Financial Group
114
Principal Financial Group
Iowa
$232K -$44.9K -939 -17%
CAN
115
Cetera Advisor Networks
California
$231K +$227K +4,742 New
CFGS
116
Concourse Financial Group Securities
Alabama
$222K -$3.11K -65 -1%
JMF
117
Johnson Midwest Financial
Iowa
$219K
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$210K
IFS
119
Ifrah Financial Services
Arkansas
$207K +$203K +4,235 New
Acadian Asset Management
120
Acadian Asset Management
Massachusetts
$202K -$717K -14,984 -78%
AF
121
Alerus Financial
North Dakota
$201K +$197K +4,117 New
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$171K +$167K +3,500 New
AIP
123
Ameritas Investment Partners
Nebraska
$158K -$10.2K -214 -6%
SPIA
124
Steward Partners Investment Advisory
New York
$140K -$71.8K -1,500 -34%
IFAM
125
Institutional & Family Asset Management
Colorado
$114K

OTTR Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2021, worth a combined $934M — up 5.4% from $886M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OTTR and 19 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 64 added.

The largest buyer was Adage Capital Partners, adding an estimated $5.98M. The largest seller was Renaissance Technologies, cutting an estimated $3.29M.

  • 168 institutional investors held Otter Tail (OTTR) as of Q2 2021, down from 173 in Q1 2021.
  • Funds reported $934M of Otter Tail stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 19 funds opened new Otter Tail positions in Q2 2021 and 24 closed out, a net change of -5 holders.
  • The largest Otter Tail buyer in Q2 2021 was Adage Capital Partners, an estimated $5.98M added.
  • The largest Otter Tail seller in Q2 2021 was Renaissance Technologies, an estimated $3.29M sold.

Based on aggregated 13F filings for Q2 2021.