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Otter Tail
OTTR

Overview Fund Activity

223 hedge funds and large institutions have $1.38B invested in Otter Tail in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
68
Reduced
66
Closed
16
Calls
$2.05M
Puts
$643K
Net Calls
+$1.41M
Net Calls Change
+$930K

Top Buyers

1
BlackRock
1
BlackRock
New York
$214M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M
3
Barclays
3
Barclays
United Kingdom
$3.57M
4
Victory Capital Management
4
Victory Capital Management
Texas
$15.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.31M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$68M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.8M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$27.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$8.98M
5
PI
5
Putnam Investments
Massachusetts
$842K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Guggenheim Capital
Illinois
$237K +$237K +3,308 New
AIP
152
Ameritas Investment Partners
Nebraska
$230K – – –
BBNA
153
Bremer Bank National Association
Minnesota
$230K +$230K +3,218 New
PAMS
154
Pictet Asset Management (Switzerland)
Switzerland
$222K -$51.8K -725 -19%
KPWS
155
Kestra Private Wealth Services
Texas
$221K +$221K +3,094 New
TI
156
Trexquant Investment
Connecticut
$221K +$221K +3,100 New
HSA
157
HBK Sorce Advisory
Pennsylvania
$218K +$218K +3,056 New
BB
158
Bell Bank
North Dakota
$214K +$214K +3,000 New
FIA
159
Foundations Investment Advisors
Arizona
$213K +$213K +3,311 New
SIMM
160
Stillwater Investment Management (Minnesota)
Minnesota
$208K -$99.3K -1,391 -32%
SPIA
161
Steward Partners Investment Advisory
New York
$205K – – –
IFG
162
Investors Financial Group
Minnesota
$202K +$202K +2,824 New
IFAM
163
Institutional & Family Asset Management
Colorado
$166K – – –
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$156K -$7.2K -101 -4%
Simplex Trading
165
Simplex Trading
Illinois
$153K +$153K +2,145 New
SCA
166
Snowden Capital Advisors
New York
$150K +$150K +2,106 New
Canada Life
167
Canada Life
Manitoba, Canada
$146K – – –
HSA
168
Hussman Strategic Advisors
Maryland
$143K – – –
SG Americas Securities
169
SG Americas Securities
New York
$124K -$290K -4,076 -70%
CFA
170
Carroll Financial Associates
North Carolina
$111K +$111K +1,623 New
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$109K – – –
JFA
172
JNBA Financial Advisors
Minnesota
$100K – – –
HI
173
Harbour Investments
Wisconsin
$96K -$56.7K -791 -37%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$96K +$32.7K +455 +52%
GWM
175
Geneos Wealth Management
Colorado
$89K – – –
5 6
7
8 9