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Otter Tail
OTTR

Overview Fund Activity

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
Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.93%
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

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$16.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$206M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$2.56M
4
State Street
4
State Street
Massachusetts
$41.4M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$37.1M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$12M
2
BlackRock
2
BlackRock
New York
$148M
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$860K
4
Citadel Advisors
4
Citadel Advisors
Florida
$474K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
151
Capital Advisory Group Advisory Services
Minnesota
$15K – – –
HWM
152
HighMark Wealth Management
Minnesota
$15K +$100 +2 +0.7%
IA
153
IFP Advisors
Florida
$13K – – –
IBOK
154
Independence Bank of Kentucky
Kentucky
$10K – – –
IWP
155
IAG Wealth Partners
Wisconsin
$10K +$10K +200 New
PMFA
156
Plante Moran Financial Advisors
Michigan
$7K +$91 +2 +1%
AF
157
Allworth Financial
California
$6K +$50 +1 +0.8%
S
158
SignatureFD
Georgia
$4K – – –
EI
159
Ellevest Inc
New York
$4K +$4K +74 New
QCG
160
Quadrant Capital Group
Ohio
$3K +$1.52K +35 +103%
PK
161
Pflug Koory
Nebraska
$2K – – –
LC
162
Lindbrook Capital
California
$2K – – –
EBA
163
Eagle Bay Advisors
New York
$2K +$2K +22 New
BCA
164
Berman Capital Advisors
Georgia
$2K +$2K +59 New
AIG
165
American International Group
New York
$1.13K -$28 -573 -2%
VCM
166
Versant Capital Management
Arizona
$1K – – –
ACM
167
AUA Capital Management
Pennsylvania
$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
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