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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
Canada Life
126
Canada Life
Manitoba, Canada
$94K -$37.6K -879 -30%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$89K +$9.2K +215 +13%
TFS
128
TrustCore Financial Services
Tennessee
$89K +$12.8K +300 +18%
WP
129
WealthShield Partners
North Carolina
$76K +$70.3K +1,643 New
GWM
130
Geneos Wealth Management
Colorado
$68K
AF
131
Advisornet Financial
Minnesota
$67K +$342 +8 +0.6%
FMII
132
Farmers & Merchants Investments Inc
Nebraska
$51K
MDCM
133
Morgan Dempsey Capital Management
Wisconsin
$51K +$3.38K +79 +8%
BWM
134
BerganKDV Wealth Management
Minnesota
$46K
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$41K +$8.86K +207 +30%
VBCG
136
Valley Brook Capital Group
Pennsylvania
$36K
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$32K
SWM
138
Spire Wealth Management
Virginia
$32K +$29.8K +697 New
IAIM
139
International Assets Investment Management
Florida
$29K
RWG
140
Regal Wealth Group
California
$29K +$257 +6 +1%
JFA
141
JNBA Financial Advisors
Minnesota
$28K
OIA
142
Optimum Investment Advisors
Illinois
$28K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$28K +$3.89K +91 +18%
Macquarie Group
144
Macquarie Group
Australia
$25K -$10.9K -255 -32%
SIS
145
Sound Income Strategies
Florida
$23.1K
CBT
146
CoreFirst Bank & Trust
Kansas
$23K
EVM
147
Eaton Vance Management
Massachusetts
$18K +$17K +398 New
TWM
148
Tradition Wealth Management
Minnesota
$16K +$11.3K +263 +346%
WFA
149
West Financial Advisors
Iowa
$15K -$10.2K -238 -42%
EWM
150
Edge Wealth Management
New York
$15K

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.