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Otter Tail

197 hedge funds and large institutions have $1.09B invested in Otter Tail in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more call options, than puts

Call options by funds: $490K | Put options by funds: $14K

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

17% more funds holding

Funds holding: 168197 (+29)

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$156M)

0.77% more ownership

Funds ownership: 46.13%46.91% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
56
Reduced
58
Closed
7
Calls
$490K
Puts
$14K
Net Calls
+$476K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$428K +$406K +7,670 New
SFG
102
SNS Financial Group
Minnesota
$413K
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$409K +$70.1K +1,322 +22%
FHB
104
First Hawaiian Bank
Hawaii
$406K
Citigroup
105
Citigroup
New York
$398K -$19.4K -366 -5%
ISB
106
Iowa State Bank
Iowa
$380K
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$375K +$100K +1,886 +39%
MC
108
Moors & Cabot
Massachusetts
$351K +$333K +6,275 New
DADC
109
D.A. Davidson & Co
Montana
$347K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$342K +$319K +6,026 New
NPPM
111
North Point Portfolio Managers
Ohio
$341K
KBC Group
112
KBC Group
Belgium
$333K +$316K +5,957 New
SG Americas Securities
113
SG Americas Securities
New York
$326K +$308K +5,816 New
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
$319K +$84.1K +1,587 +38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
115
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$309K +$293K +5,525 New
AWA
116
Arkadios Wealth Advisors
Georgia
$305K +$290K +5,465 New
OSIA
117
O'Shares Investment Advisers
Massachusetts
$301K -$128K -2,406 -31%
AB
118
Amalgamated Bank
New York
$301K -$21.1K -398 -7%
ProShare Advisors
119
ProShare Advisors
Maryland
$295K -$286K -5,400 -51%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$294K +$50.2K +947 +22%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$293K +$1.91K +36 +0.7%
AIM
122
Aigen Investment Management
New York
$284K -$86.3K -1,629 -24%
HI
123
Hendershot Investments
Virginia
$280K
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$277K +$263K +4,957 New
CAN
125
Cetera Advisor Networks
California
$265K

OTTR Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2021, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OTTR positions and 7 closed out — a net gain of 31 holders — while 56 added to existing stakes and 58 trimmed.

The largest buyer was Nuveen, adding an estimated $15.9M. The largest seller was First Trust Advisors, cutting an estimated $8.89M.

  • 197 institutional investors held Otter Tail (OTTR) as of Q3 2021, up from 168 in Q2 2021.
  • Funds reported $1.09B of Otter Tail stock for Q3 2021, up 17% quarter-over-quarter.
  • 38 funds opened new Otter Tail positions in Q3 2021 and 7 closed out, a net change of +31 holders.
  • The largest Otter Tail buyer in Q3 2021 was Nuveen, an estimated $15.9M added.
  • The largest Otter Tail seller in Q3 2021 was First Trust Advisors, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2021.