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Otter Tail

177 hedge funds and large institutions have $819M invested in Otter Tail in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,017% more call options, than puts

Call options by funds: $494K | Put options by funds: $12K

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

24% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 49

20% more capital invested

Capital invested by funds: $681M → $819M (+$138M)

9% more funds holding

Funds holding: 163177 (+14)

0.32% more ownership

Funds ownership: 46.53%46.85% (+0.32%)

Holders
177
Holders Change
+14
Holders Change %
+8.59%
% of All Funds
3.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
61
Reduced
49
Closed
15
Calls
$494K
Puts
$12K
Net Calls
+$482K
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
151
West Financial Advisors
Iowa
$24K +$23.3K +572 New
Fidelity Investments
152
Fidelity Investments
Massachusetts
$22K +$3.99K +98 +23%
SIS
153
Sound Income Strategies
Florida
$21K
CBT
154
CoreFirst Bank & Trust
Kansas
$21K +$20.4K +500 New
EWM
155
Edge Wealth Management
New York
$14K
CAGAS
156
Capital Advisory Group Advisory Services
Minnesota
$13K
FBT
157
First Bank & Trust
South Dakota
$13K
HWM
158
HighMark Wealth Management
Minnesota
$13K +$122 +3 +1%
IA
159
IFP Advisors
Florida
$12K
PA
160
Parallel Advisors
California
$12K
Jones Financial Companies
161
Jones Financial Companies
Missouri
$11K +$10.6K +259 New
IBOK
162
Independence Bank of Kentucky
Kentucky
$9K
RFA
163
Reilly Financial Advisors
California
$7K
AF
164
Allworth Financial
California
$5K +$41 +1 +0.9%
PHK
165
Point72 Hong Kong
Hong Kong
$5K +$4.81K +118 New
SFS
166
Sowell Financial Services
Arkansas
$4K -$1.71K -42 -30%
S
167
SignatureFD
Georgia
$4K +$1.96K +48 +102%
EI
168
Ellevest Inc
New York
$3K +$367 +9 +14%
TWM
169
Tradition Wealth Management
Minnesota
$3K +$3.1K +76 New
PK
170
Pflug Koory
Nebraska
$2K
AIG
171
American International Group
New York
$1K -$27.5K -675 -3%
ACM
172
AUA Capital Management
Pennsylvania
$1K
LC
173
Lindbrook Capital
California
$1K
VCM
174
Versant Capital Management
Arizona
$1K
QCG
175
Quadrant Capital Group
Ohio
$1K +$611 +15 +150%

OTTR Hedge Fund Activity: Q4 2020 in Review

177 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2020, worth a combined $819M — up 20% from $681M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new OTTR positions and 15 closed out — a net gain of 14 holders — while 61 added to existing stakes and 49 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $4.93M. The largest seller was Renaissance Technologies, cutting an estimated $10.5M.

  • 177 institutional investors held Otter Tail (OTTR) as of Q4 2020, up from 163 in Q3 2020.
  • Funds reported $819M of Otter Tail stock for Q4 2020, up 20% quarter-over-quarter.
  • 29 funds opened new Otter Tail positions in Q4 2020 and 15 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q4 2020 was Bank of New York Mellon, an estimated $4.93M added.
  • The largest Otter Tail seller in Q4 2020 was Renaissance Technologies, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2020.