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Otter Tail
OTTR

Overview Fund Activity

235 hedge funds and large institutions have $1.22B invested in Otter Tail in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
41
Increased
85
Reduced
63
Closed
26
Calls
$1.46M
Puts
$256K
Net Calls
+$1.2M
Net Calls Change
-$206K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$30.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$4.74M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$15.8M
5
Charles Schwab
5
Charles Schwab
California
$28.8M

Top Sellers

1
GT
1
Glenmede Trust
Pennsylvania
$0
2
DZ Bank
2
DZ Bank
Germany
$354K
3
Morgan Stanley
3
Morgan Stanley
New York
$8.38M
4
Bank of America
4
Bank of America
North Carolina
$4.84M
5
EGI
5
EAM Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
151
Ifrah Financial Services
Arkansas
$252K -$5.07K -81 -2%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$246K – – –
HSBC Holdings
153
HSBC Holdings
United Kingdom
$243K -$1.22M -19,286 -83%
AG
154
Algert Global
California
$240K +$240K +3,837 New
MPI
155
Mairs & Power Inc
Minnesota
$238K +$238K +3,800 New
Stifel Financial
156
Stifel Financial
Missouri
$233K -$188 -3 -0.1%
CTA
157
Chesley Taft & Associates
Illinois
$232K – – –
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$228K +$228K +3,647 New
New York State Teachers Retirement System (NYSTRS)
159
New York State Teachers Retirement System (NYSTRS)
New York
$225K +$6.25K +100 +3%
WCM
160
Wedge Capital Management
North Carolina
$225K +$225K +3,599 New
CCP
161
Corient Capital Partners
California
$220K +$12K +192 +6%
CIM
162
Contravisory Investment Management
Massachusetts
$220K +$220K +3,523 New
MFS
163
Mirabella Financial Services
United Kingdom
$219K +$219K +3,500 New
WG
164
Winton Group
United Kingdom
$219K +$219K +3,504 New
Citigroup
165
Citigroup
New York
$217K -$611K -9,785 -74%
HSA
166
HBK Sorce Advisory
Pennsylvania
$216K +$25.2K +404 +13%
Creative Planning
167
Creative Planning
Kansas
$213K +$213K +3,410 New
FIA
168
Foundations Investment Advisors
Arizona
$207K – – –
AIP
169
Ameritas Investment Partners
Nebraska
$202K – – –
EM
170
ELCO Management
New York
$201K +$201K +3,222 New
SPIA
171
Steward Partners Investment Advisory
New York
$179K – – –
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$157K -$525K -8,393 -77%
IFAM
173
Institutional & Family Asset Management
Colorado
$146K – – –
Canada Life
174
Canada Life
Manitoba, Canada
$137K – – –
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$130K -$7.08K -113 -5%
5 6
7
8 9