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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
HWM
176
HighMark Wealth Management
Minnesota
$17K +$106 +2 +0.7%
IA
177
IFP Advisors
Florida
$15K
HI
178
Hudock Inc
Pennsylvania
$15K +$14.3K +270 New
IWP
179
IAG Wealth Partners
Wisconsin
$12K
SAM
180
Strategic Asset Management
Minnesota
$12K +$10.8K +203 New
IBOK
181
Independence Bank of Kentucky
Kentucky
$11K
BCA
182
Berman Capital Advisors
Georgia
$10K +$6.47K +122 +207%
SMG
183
Spectrum Management Group
Indiana
$10K +$9.28K +175 New
PMFA
184
Plante Moran Financial Advisors
Michigan
$9K +$53 +1 +0.6%
QCG
185
Quadrant Capital Group
Ohio
$6K +$2.12K +40 +58%
EI
186
Ellevest Inc
New York
$4K
PK
187
Pflug Koory
Nebraska
$3K
CAM
188
ClariVest Asset Management
California
$3K +$2.28K +43 New
LC
189
Lindbrook Capital
California
$2K
UFF
190
USA Financial Formulas
Michigan
$2K +$1.59K +30 New
BIA
191
Bell Investment Advisors
California
$2K +$2.23K +42 New
ACM
192
AUA Capital Management
Pennsylvania
$1K -$212 -4 -17%
EBA
193
Eagle Bay Advisors
New York
$1K
VCM
194
Versant Capital Management
Arizona
$1K
FWM
195
Focused Wealth Management
New York
$1K +$1.11K +21 New
AIC
196
Archer Investment Corporation
Indiana
$672 +$636 +12 New
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$78
California Public Employees Retirement System
198
California Public Employees Retirement System
California
-$860K -17,621 Closed
Citadel Advisors
199
Citadel Advisors
Florida
-$515K -9,709 Closed
DTL
200
Dynamic Technology Lab
Singapore
-$422K -8,640 Closed

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.