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Otter Tail
OTTR

Overview Fund Activity

223 hedge funds and large institutions have $1.38B invested in Otter Tail in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
68
Reduced
66
Closed
16
Calls
$2.05M
Puts
$643K
Net Calls
+$1.41M
Net Calls Change
+$930K

Top Buyers

1
BlackRock
1
BlackRock
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M
3
Barclays
3
Barclays
United Kingdom
$3.57M
4
Victory Capital Management
4
Victory Capital Management
Texas
$15.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.31M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$68M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$27.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$8.98M
5
PI
5
Putnam Investments
Massachusetts
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$660K +$252K +3,536 +62%
AAM
102
Advisors Asset Management
Colorado
$658K -$177K -2,472 -21%
IA
103
IndexIQ Advisors
New York
$653K -$42.2K -591 -6%
ProShare Advisors
104
ProShare Advisors
Maryland
$642K +$265K +3,713 +70%
FP
105
Foundry Partners
Minnesota
$616K -$167K -2,335 -21%
NP
106
NorthRock Partners
Minnesota
$600K – – –
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$584K – – –
Franklin Resources
108
Franklin Resources
California
$573K +$24.7K +345 +4%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$573K +$94.9K +1,329 +20%
SFG
110
SNS Financial Group
Minnesota
$526K – – –
SWP
111
Strategic Wealth Partners
Ohio
$524K +$524K +7,336 New
SO
112
STRS Ohio
Ohio
$521K +$521K +7,300 New
FHB
113
First Hawaiian Bank
Hawaii
$519K – – –
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$506K +$506K +7,088 New
ISB
115
Iowa State Bank
Iowa
$485K – – –
PP
116
Paloma Partners
Connecticut
$484K +$484K +6,776 New
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$459K +$197K +2,767 +75%
DADC
118
D.A. Davidson & Co
Montana
$442K – – –
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$438K +$64.4K +901 +17%
NPPM
120
North Point Portfolio Managers
Ohio
$436K – – –
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$428K -$71 -1 -0%
LCM
122
Lewis Capital Management
California
$425K +$425K +5,950 New
CFGS
123
Concourse Financial Group Securities
Alabama
$401K +$75K +1,051 +23%
AWA
124
Arkadios Wealth Advisors
Georgia
$394K +$3.71K +52 +1%
OSIA
125
O'Shares Investment Advisers
Massachusetts
$393K +$8.86K +124 +2%
3 4
5
6 7