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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
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$107K +$12.6K +263 +14%
HI
127
Harbour Investments
Wisconsin
$105K +$191 +4 +0.2%
Canada Life
128
Canada Life
Manitoba, Canada
$100K
TRCT
129
Tower Research Capital (TRC)
New York
$97K -$54.7K -1,144 -37%
TFS
130
TrustCore Financial Services
Tennessee
$94K
HIIFS
131
Harel Insurance Investments & Financial Services
Israel
$83K +$24.9K +521 New
WP
132
WealthShield Partners
North Carolina
$80K
AF
133
Advisornet Financial
Minnesota
$71K +$383 +8 +0.5%
JFA
134
JNBA Financial Advisors
Minnesota
$69K +$37.8K +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 +$4.98K +104 +12%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$44K +$14.1K +294 +48%
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$43K +$41.9K +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
CBT
144
CoreFirst Bank & Trust
Kansas
$24K
SIS
145
Sound Income Strategies
Florida
$24K
PA
146
Parallel Advisors
California
$20K +$6.27K +131 +47%
Macquarie Group
147
Macquarie Group
Australia
$19K -$7.56K -158 -29%
TWM
148
Tradition Wealth Management
Minnesota
$17K
EWM
149
Edge Wealth Management
New York
$16K
WFA
150
West Financial Advisors
Iowa
$16K

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.