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Otter Tail

197 hedge funds and large institutions have $1.09B invested in Otter Tail in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more call options, than puts

Call options by funds: $490K | Put options by funds: $14K

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

17% more funds holding

Funds holding: 168197 (+29)

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$156M)

0.77% more ownership

Funds ownership: 46.13%46.91% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
56
Reduced
58
Closed
7
Calls
$490K
Puts
$14K
Net Calls
+$476K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
151
Hussman Strategic Advisors
Maryland
$112K -$159K -3,000 -60%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$86K +$35K +661 +76%
JFA
153
JNBA Financial Advisors
Minnesota
$79K
GWM
154
Geneos Wealth Management
Colorado
$70K
TFS
155
TrustCore Financial Services
Tennessee
$63K -$42.4K -800 -41%
BWM
156
BerganKDV Wealth Management
Minnesota
$61K +$4.77K +90 +9%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$56K +$159 +3 +0.3%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$53K -$7.95K -150 -14%
TRCT
159
Tower Research Capital (TRC)
New York
$50K -$57.2K -1,079 -54%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$49K -$1.17K -22 -2%
SWM
161
Spire Wealth Management
Virginia
$44K +$4.66K +88 +13%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$39K
OIA
163
Optimum Investment Advisors
Illinois
$34K
CBT
164
CoreFirst Bank & Trust
Kansas
$28K
SIS
165
Sound Income Strategies
Florida
$28K
Macquarie Group
166
Macquarie Group
Australia
$21K
TWM
167
Tradition Wealth Management
Minnesota
$19K
WFA
168
West Financial Advisors
Iowa
$19K
AF
169
Allworth Financial
California
$19K +$11.9K +224 +187%
S
170
SignatureFD
Georgia
$19K +$13K +245 +278%
EWM
171
Edge Wealth Management
New York
$18K
MAM
172
Meeder Asset Management
Ohio
$18K +$17.5K +330 New
Russell Investments Group
173
Russell Investments Group
United Kingdom
$17K -$1.03M -19,343 -98%
PA
174
Parallel Advisors
California
$17K -$5.25K -99 -24%
CAGAS
175
Capital Advisory Group Advisory Services
Minnesota
$17K

OTTR Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2021, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OTTR positions and 7 closed out — a net gain of 31 holders — while 56 added to existing stakes and 58 trimmed.

The largest buyer was Nuveen, adding an estimated $15.9M. The largest seller was First Trust Advisors, cutting an estimated $8.89M.

  • 197 institutional investors held Otter Tail (OTTR) as of Q3 2021, up from 168 in Q2 2021.
  • Funds reported $1.09B of Otter Tail stock for Q3 2021, up 17% quarter-over-quarter.
  • 38 funds opened new Otter Tail positions in Q3 2021 and 7 closed out, a net change of +31 holders.
  • The largest Otter Tail buyer in Q3 2021 was Nuveen, an estimated $15.9M added.
  • The largest Otter Tail seller in Q3 2021 was First Trust Advisors, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2021.