We are live on ! Find out more
OTTR icon

Otter Tail

173 hedge funds and large institutions have $886M invested in Otter Tail in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $775K | Put options by funds: $235K

8% more capital invested

Capital invested by funds: $819M → $886M (+$67.1M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0.57% less ownership

Funds ownership: 46.85%46.29% (-0.57%)

2% less funds holding

Funds holding: 177173 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
54
Closed
21
Calls
$775K
Puts
$235K
Net Calls
+$540K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
151
Capital Advisory Group Advisory Services
Minnesota
$14K
FBT
152
First Bank & Trust
South Dakota
$14K
HWM
153
HighMark Wealth Management
Minnesota
$14K +$128 +3 +1%
PA
154
Parallel Advisors
California
$13K
IA
155
IFP Advisors
Florida
$12K
Jones Financial Companies
156
Jones Financial Companies
Missouri
$12K
EP
157
Eudaimonia Partners
Tennessee
$12K +$11.1K +259 New
SFS
158
Sowell Financial Services
Arkansas
$10K +$4.49K +105 +105%
AIC
159
Ameritas Investment Company
Nebraska
$9.23K +$8.56K +200 New
IBOK
160
Independence Bank of Kentucky
Kentucky
$9K
AWC
161
Abundance Wealth Counselors
Pennsylvania
$7K +$6.42K +150 New
PMFA
162
Plante Moran Financial Advisors
Michigan
$7K +$6.5K +152 New
AF
163
Allworth Financial
California
$6K +$43 +1 +0.8%
S
164
SignatureFD
Georgia
$4K -$299 -7 -7%
PK
165
Pflug Koory
Nebraska
$2K
QCG
166
Quadrant Capital Group
Ohio
$2K +$385 +9 +36%
LC
167
Lindbrook Capital
California
$2K +$1.07K +25 +167%
AIG
168
American International Group
New York
$1.09K +$2.65K +62 +0.3%
ACM
169
AUA Capital Management
Pennsylvania
$1K -$128 -3 -11%
VCM
170
Versant Capital Management
Arizona
$1K
AIC
171
Archer Investment Corporation
Indiana
$554
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$65
Lazard Asset Management
173
Lazard Asset Management
New York
-$1.08M -25,460 Closed
JCIA
174
Jackson Creek Investment Advisors
Colorado
-$884K -20,748 Closed
FFN
175
Focus Financial Network
Minnesota
-$679K -15,924 Closed

OTTR Hedge Fund Activity: Q1 2021 in Review

173 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2021, worth a combined $886M — up 8.2% from $819M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OTTR and 18 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 58 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.78M. The largest seller was Northern Trust, cutting an estimated $11.1M.

  • 173 institutional investors held Otter Tail (OTTR) as of Q1 2021, down from 177 in Q4 2020.
  • Funds reported $886M of Otter Tail stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2021 and 21 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q1 2021 was Adage Capital Partners, an estimated $8.78M added.
  • The largest Otter Tail seller in Q1 2021 was Northern Trust, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2021.