We are live on ! Find out more
OTTR icon

Otter Tail

235 hedge funds and large institutions have $1.22B invested in Otter Tail in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $256K

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

5% more funds holding

Funds holding: 223235 (+12)

0.41% more ownership

Funds ownership: 46.66%47.07% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $1.38B → $1.22B (-$159M)

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
85
Reduced
63
Closed
26
Calls
$1.46M
Puts
$256K
Net Calls
+$1.2M
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Coldstream Capital Management
Washington
$374K +$375K +5,977 New
QC
127
Quadrature Capital
United Kingdom
$374K +$375K +5,979 New
American Century Companies
128
American Century Companies
Missouri
$364K +$71.3K +1,136 +24%
OSIA
129
O'Shares Investment Advisers
Massachusetts
$363K +$19.4K +310 +6%
DZ Bank
130
DZ Bank
Germany
$355K -$16.3M -259,858 -98%
SWP
131
Strategic Wealth Partners
Ohio
$343K -$116K -1,844 -25%
LCM
132
Lewis Capital Management
California
$341K -$31.4K -500 -8%
DT
133
Diversified Trust
Tennessee
$333K +$67.7K +1,080 +25%
Wellington Management Group
134
Wellington Management Group
Massachusetts
$331K
AB
135
Amalgamated Bank
New York
$320K -$13.2K -211 -4%
AF
136
Amalgamated Financial
New York
$320K +$321K +5,125 New
QT
137
Quantbot Technologies
New York
$319K +$320K +5,107 New
PAG
138
Private Advisor Group
New Jersey
$318K +$319K +5,089 New
HI
139
Hendershot Investments
Virginia
$313K
CCIA
140
Campbell & Co Investment Adviser
Maryland
$311K +$312K +4,975 New
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$290K +$18.8K +300 +7%
CFGS
142
Concourse Financial Group Securities
Alabama
$289K -$62.6K -998 -18%
AF
143
Advisornet Financial
Minnesota
$282K +$376 +6 +0.1%
JMF
144
Johnson Midwest Financial
Iowa
$280K
CAN
145
Cetera Advisor Networks
California
$273K -$27.3K -435 -9%
Two Sigma Investments
146
Two Sigma Investments
New York
$270K +$271K +4,318 New
PP
147
Paloma Partners
Connecticut
$259K -$166K -2,639 -39%
WAM
148
Watershed Asset Management
California
$257K +$41K +653 +19%
AF
149
Alerus Financial
North Dakota
$256K
AI
150
Accredited Investors
Minnesota
$254K +$1.63K +26 +0.6%

OTTR Hedge Fund Activity: Q1 2022 in Review

235 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2022, worth a combined $1.22B — down 11% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OTTR positions and 26 closed out — a net gain of 15 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.9M. The largest seller was Glenmede Trust, exiting entirely with an estimated $18.6M sold.

  • 235 institutional investors held Otter Tail (OTTR) as of Q1 2022, up from 223 in Q4 2021.
  • Funds reported $1.22B of Otter Tail stock for Q1 2022, down 11% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q1 2022 and 26 closed out, a net change of +15 holders.
  • The largest Otter Tail buyer in Q1 2022 was Millennium Management, an estimated $19.9M added.
  • The largest Otter Tail seller in Q1 2022 was Glenmede Trust, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2022.