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Otter Tail
OTTR

Overview Fund Activity

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
Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.93%
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

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$16.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$2.56M
4
State Street
4
State Street
Massachusetts
$41.4M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$37.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$12M
2
BlackRock
2
BlackRock
New York
$148M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$860K
4
Citadel Advisors
4
Citadel Advisors
Florida
$474K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$107K +$12.8K +263 +14%
HI
127
Harbour Investments
Wisconsin
$105K +$195 +4 +0.2%
Canada Life
128
Canada Life
Manitoba, Canada
$100K – – –
TRCT
129
Tower Research Capital (TRC)
New York
$97K -$55.9K -1,144 -37%
TFS
130
TrustCore Financial Services
Tennessee
$94K – – –
HIIFS
131
Harel Insurance Investments & Financial Services
Israel
$83K +$83K +521 New
WP
132
WealthShield Partners
North Carolina
$80K – – –
AF
133
Advisornet Financial
Minnesota
$71K +$388 +8 +0.5%
JFA
134
JNBA Financial Advisors
Minnesota
$69K +$38.8K +789 +128%
GWM
135
Geneos Wealth Management
Colorado
$60K -$9.57K -200 -14%
FMII
136
Farmers & Merchants Investments Inc
Nebraska
$54K – – –
BWM
137
BerganKDV Wealth Management
Minnesota
$49K – – –
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$49K +$5.1K +104 +12%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$44K +$14.3K +294 +48%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$43K +$43K +875 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$34K – – –
SWM
142
Spire Wealth Management
Virginia
$34K – – –
OIA
143
Optimum Investment Advisors
Illinois
$29K – – –
SIS
144
Sound Income Strategies
Florida
$24K – – –
CBT
145
CoreFirst Bank & Trust
Kansas
$24K – – –
PA
146
Parallel Advisors
California
$20K +$6.41K +131 +47%
Macquarie Group
147
Macquarie Group
Australia
$19K -$7.9K -158 -29%
TWM
148
Tradition Wealth Management
Minnesota
$17K – – –
EWM
149
Edge Wealth Management
New York
$16K – – –
WFA
150
West Financial Advisors
Iowa
$16K – – –
4 5
6
7 8