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Otter Tail

173 hedge funds and large institutions have $886M invested in Otter Tail in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $775K | Put options by funds: $235K

8% more capital invested

Capital invested by funds: $819M → $886M (+$67.1M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0.57% less ownership

Funds ownership: 46.85%46.29% (-0.57%)

2% less funds holding

Funds holding: 177173 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
54
Closed
21
Calls
$775K
Puts
$235K
Net Calls
+$540K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
176
Assenagon Asset Management
Luxembourg
-$646K -15,152 Closed
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
-$568K -13,330 Closed
Skandinaviska Enskilda Banken (SEB)
178
Skandinaviska Enskilda Banken (SEB)
Sweden
-$443K -10,400 Closed
M&T Bank
179
M&T Bank
New York
-$434K -10,198 Closed
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
-$419K -9,834 Closed
VBFP
181
Valtinson Bruner Financial Planning
Minnesota
-$324K -7,543 Closed
WCM
182
Weld Capital Management
New York
-$235K -5,504 Closed
SGI
183
Summit Global Investments
Utah
-$234K -5,500 Closed
Jane Street
184
Jane Street
New York
-$224K -5,247 Closed
State of Tennessee, Department of Treasury
185
State of Tennessee, Department of Treasury
Tennessee
-$209K -4,900 Closed
WCM
186
Wedge Capital Management
North Carolina
-$201K -4,719 Closed
New York State Teachers Retirement System (NYSTRS)
187
New York State Teachers Retirement System (NYSTRS)
New York
-$145K -3,400 Closed
PWPS
188
Pinnacle Wealth Planning Services
Ohio
-$52K -1,227 Closed
FFG
189
Fortem Financial Group
California
-$29K -685 Closed
RFA
190
Reilly Financial Advisors
California
-$7K -170 Closed
PHK
191
Point72 Hong Kong
Hong Kong
-$5K -118 Closed
EI
192
Ellevest Inc
New York
-$3K -72 Closed
EIP
193
Ellis Investment Partners
Pennsylvania
-$428 -10 Closed
MWP
194
Meridian Wealth Partners
Pennsylvania
+$214 +5 New

OTTR Hedge Fund Activity: Q1 2021 in Review

173 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2021, worth a combined $886M — up 8.2% from $819M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OTTR and 18 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 58 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.78M. The largest seller was Northern Trust, cutting an estimated $11.1M.

  • 173 institutional investors held Otter Tail (OTTR) as of Q1 2021, down from 177 in Q4 2020.
  • Funds reported $886M of Otter Tail stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2021 and 21 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q1 2021 was Adage Capital Partners, an estimated $8.78M added.
  • The largest Otter Tail seller in Q1 2021 was Northern Trust, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2021.