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Otter Tail

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $458K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$111M)

6% more funds holding

Funds holding: 235248 (+13)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 47.07%47.74% (+0.67%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
NPPM
126
North Point Portfolio Managers
Ohio
$409K
CCM
127
Coldstream Capital Management
Washington
$400K -$1.97K -31 -0.5%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$392K -$34.2K -538 -8%
B
129
Bailard
California
$389K +$369K +5,800 New
AB
130
Amalgamated Bank
New York
$388K +$41.8K +657 +13%
Franklin Resources
131
Franklin Resources
California
$381K -$465K -7,320 -56%
PI
132
PEAK6 Investments
Illinois
$377K +$263K +4,139 +280%
LCM
133
Lewis Capital Management
California
$366K
DT
134
Diversified Trust
Tennessee
$358K
Wellington Management Group
135
Wellington Management Group
Massachusetts
$355K
PAG
136
Private Advisor Group
New Jersey
$349K +$6.99K +110 +2%
HI
137
Hendershot Investments
Virginia
$336K
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$324K +$16.9K +266 +6%
EGM
139
Engineers Gate Manager
New York
$315K +$298K +4,690 New
CAN
140
Cetera Advisor Networks
California
$314K +$19.8K +312 +7%
CFGS
141
Concourse Financial Group Securities
Alabama
$312K +$1.53K +24 +0.5%
ProShare Advisors
142
ProShare Advisors
Maryland
$310K -$197K -3,095 -40%
JMF
143
Johnson Midwest Financial
Iowa
$301K
Creative Planning
144
Creative Planning
Kansas
$293K +$60.5K +951 +28%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$290K +$275K +4,327 New
Jane Street
146
Jane Street
New York
$283K +$268K +4,215 New
WAM
147
Watershed Asset Management
California
$276K
AI
148
Accredited Investors
Minnesota
$275K +$1.59K +25 +0.6%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$275K +$28.2K +443 +12%
AI
150
Atom Investors
Texas
$275K +$260K +4,094 New

OTTR Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2022, worth a combined $1.33B — up 9.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 24 closed out — a net gain of 20 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9.69M sold.

  • 248 institutional investors held Otter Tail (OTTR) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $1.33B of Otter Tail stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q2 2022 and 24 closed out, a net change of +20 holders.
  • The largest Otter Tail buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
  • The largest Otter Tail seller in Q2 2022 was Adage Capital Partners, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2022.