Otter Tail
OTTR
249 hedge funds and large institutions have $1.13B invested in Otter Tail in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 48 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.31% less ownership
Funds ownership: 49.12% → 48.81% (-0.31%)
2% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 85
6% less funds holding
Funds holding: 266 → 249 (-17)
10% less capital invested
Capital invested by funds: $1.26B → $1.13B (-$126M)
27% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 48
79% less call options, than puts
Call options by funds: $2.11M | Put options by funds: $10.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$16.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.8M |
| 3 |
BlackRock
New York
|
+$12.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$6.01M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$15.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$10.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$6.23M |
| 4 |
Renaissance Technologies
New York
|
-$5.63M |
| 5 |
Goldman Sachs
New York
|
-$4.97M |
OTTR Hedge Fund Activity: Q4 2022 in Review
249 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2022, worth a combined $1.13B — down 10% from $1.26B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of OTTR and 35 opened new positions — a net loss of 13 holders — while 85 trimmed existing stakes and 83 added.
The largest buyer was First Trust Advisors, adding an estimated $16.8M. The largest seller was Millennium Management, cutting an estimated $15.1M.
- 249 institutional investors held Otter Tail (OTTR) as of Q4 2022, down from 266 in Q3 2022.
- Funds reported $1.13B of Otter Tail stock for Q4 2022, down 10% quarter-over-quarter.
- 35 funds opened new Otter Tail positions in Q4 2022 and 48 closed out, a net change of -13 holders.
- The largest Otter Tail buyer in Q4 2022 was First Trust Advisors, an estimated $16.8M added.
- The largest Otter Tail seller in Q4 2022 was Millennium Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2022.