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Otter Tail

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

219% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $643K

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

27% more capital invested

Capital invested by funds: $1.09B → $1.38B (+$292M)

13% more funds holding

Funds holding: 197223 (+26)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.25% less ownership

Funds ownership: 46.91%46.66% (-0.25%)

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
126
Dynamic Technology Lab
Singapore
$388K +$351K +5,430 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$383K +$7.23K +112 +2%
AB
128
Amalgamated Bank
New York
$381K -$2.97K -46 -0.9%
Wellington Management Group
129
Wellington Management Group
Massachusetts
$378K +$342K +5,293 New
KBC Group
130
KBC Group
Belgium
$366K -$53.3K -826 -14%
HI
131
Hendershot Investments
Virginia
$357K
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$350K +$316K +4,900 New
ECM
133
ExodusPoint Capital Management
New York
$348K -$1.85M -28,703 -85%
CAN
134
Cetera Advisor Networks
California
$343K +$4K +62 +1%
American Century Companies
135
American Century Companies
Missouri
$335K +$39.3K +609 +15%
AF
136
Advisornet Financial
Minnesota
$322K -$2.52K -39 -0.9%
JMF
137
Johnson Midwest Financial
Iowa
$320K
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$309K +$1.81K +28 +0.7%
DT
139
Diversified Trust
Tennessee
$303K
IFS
140
Ifrah Financial Services
Arkansas
$294K -$11.4K -176 -4%
AF
141
Alerus Financial
North Dakota
$293K -$1.29K -20 -0.5%
AI
142
Accredited Investors
Minnesota
$289K +$1.55K +24 +0.6%
VBFP
143
Valtinson Bruner Financial Planning
Minnesota
$281K +$7.62K +118 +3%
Stifel Financial
144
Stifel Financial
Missouri
$267K +$241K +3,730 New
CTA
145
Chesley Taft & Associates
Illinois
$263K
GAM
146
Gotham Asset Management
New York
$256K +$232K +3,587 New
New York State Teachers Retirement System (NYSTRS)
147
New York State Teachers Retirement System (NYSTRS)
New York
$250K
WAM
148
Watershed Asset Management
California
$247K +$223K +3,455 New
Jane Street
149
Jane Street
New York
$245K +$221K +3,425 New
CCP
150
Corient Capital Partners
California
$238K +$215K +3,330 New

OTTR Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2021, worth a combined $1.38B — up 27% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 16 closed out — a net gain of 28 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $6.54M. The largest seller was First Trust Advisors, cutting an estimated $13.9M.

  • 223 institutional investors held Otter Tail (OTTR) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.38B of Otter Tail stock for Q4 2021, up 27% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q4 2021 and 16 closed out, a net change of +28 holders.
  • The largest Otter Tail buyer in Q4 2021 was BlackRock, an estimated $6.54M added.
  • The largest Otter Tail seller in Q4 2021 was First Trust Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2021.