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Otter Tail

168 hedge funds and large institutions have $934M invested in Otter Tail in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,632% more call options, than puts

Call options by funds: $658K | Put options by funds: $38K

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $886M → $934M (+$47.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 46.29%46.13% (-0.16%)

3% less funds holding

Funds holding: 173168 (-5)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
64
Reduced
47
Closed
24
Calls
$658K
Puts
$38K
Net Calls
+$620K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
151
Capital Advisory Group Advisory Services
Minnesota
$15K
HWM
152
HighMark Wealth Management
Minnesota
$15K +$96 +2 +0.7%
IA
153
IFP Advisors
Florida
$13K
IBOK
154
Independence Bank of Kentucky
Kentucky
$10K
IWP
155
IAG Wealth Partners
Wisconsin
$10K +$9.57K +200 New
PMFA
156
Plante Moran Financial Advisors
Michigan
$7K +$96 +2 +1%
AF
157
Allworth Financial
California
$6K +$48 +1 +0.8%
S
158
SignatureFD
Georgia
$4K
EI
159
Ellevest Inc
New York
$4K +$3.54K +74 New
QCG
160
Quadrant Capital Group
Ohio
$3K +$1.68K +35 +103%
LC
161
Lindbrook Capital
California
$2K
PK
162
Pflug Koory
Nebraska
$2K
EBA
163
Eagle Bay Advisors
New York
$2K +$1.05K +22 New
BCA
164
Berman Capital Advisors
Georgia
$2K +$2.82K +59 New
AIG
165
American International Group
New York
$1.13K -$27.4K -573 -2%
ACM
166
AUA Capital Management
Pennsylvania
$1K
VCM
167
Versant Capital Management
Arizona
$1K
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$68
HighTower Advisors
169
HighTower Advisors
Illinois
-$1.44M -31,181 Closed
HF
170
HRT Financial
New York
-$1.09M -23,648 Closed
Two Sigma Advisers
171
Two Sigma Advisers
New York
-$1.04M -22,500 Closed
CSS
172
Cubist Systematic Strategies
Connecticut
-$978K -21,177 Closed
Man Group
173
Man Group
United Kingdom
-$900K -19,500 Closed
JGUA
174
John G. Ullman & Associates
New York
-$573K -12,400 Closed
SG Americas Securities
175
SG Americas Securities
New York
-$369K -7,982 Closed

OTTR Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2021, worth a combined $934M — up 5.4% from $886M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OTTR and 19 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 64 added.

The largest buyer was Adage Capital Partners, adding an estimated $5.98M. The largest seller was Renaissance Technologies, cutting an estimated $3.29M.

  • 168 institutional investors held Otter Tail (OTTR) as of Q2 2021, down from 173 in Q1 2021.
  • Funds reported $934M of Otter Tail stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 19 funds opened new Otter Tail positions in Q2 2021 and 24 closed out, a net change of -5 holders.
  • The largest Otter Tail buyer in Q2 2021 was Adage Capital Partners, an estimated $5.98M added.
  • The largest Otter Tail seller in Q2 2021 was Renaissance Technologies, an estimated $3.29M sold.

Based on aggregated 13F filings for Q2 2021.