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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
CFGS
126
Concourse Financial Group Securities
Alabama
$256K +$1.43K +27 +0.6%
AF
127
Advisornet Financial
Minnesota
$255K +$164K +3,086 +211%
Two Sigma Investments
128
Two Sigma Investments
New York
$254K +$240K +4,530 New
JMF
129
Johnson Midwest Financial
Iowa
$251K
BAM
130
Bruderman Asset Management
New York
$241K +$228K +4,300 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$241K +$228K +4,305 New
SIMM
132
Stillwater Investment Management (Minnesota)
Minnesota
$241K +$228K +4,305 New
IFS
133
Ifrah Financial Services
Arkansas
$240K +$2.76K +52 +1%
DT
134
Diversified Trust
Tennessee
$238K +$225K +4,246 New
AF
135
Alerus Financial
North Dakota
$230K
American Century Companies
136
American Century Companies
Missouri
$229K +$217K +4,087 New
VBFP
137
Valtinson Bruner Financial Planning
Minnesota
$226K +$202K +3,815 New
AI
138
Accredited Investors
Minnesota
$225K +$213K +4,020 New
ACI
139
AMP Capital Investors
Australia
$223K +$211K +3,984 New
PAMS
140
Pictet Asset Management (Switzerland)
Switzerland
$214K +$203K +3,830 New
CTA
141
Chesley Taft & Associates
Illinois
$206K +$195K +3,680 New
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$205K +$194K +3,665 New
E
143
Ergoteles
New York
$201K -$90.1K -1,700 -32%
New York State Teachers Retirement System (NYSTRS)
144
New York State Teachers Retirement System (NYSTRS)
New York
$196K
AIP
145
Ameritas Investment Partners
Nebraska
$181K
SPIA
146
Steward Partners Investment Advisory
New York
$160K
IFAM
147
Institutional & Family Asset Management
Colorado
$130K
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$128K +$5.04K +95 +4%
HI
149
Harbour Investments
Wisconsin
$119K -$1.22K -23 -1%
Canada Life
150
Canada Life
Manitoba, Canada
$116K

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.