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Otter Tail

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

219% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $643K

175% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 16

27% more capital invested

Capital invested by funds: $1.09B → $1.38B (+$292M)

13% more funds holding

Funds holding: 197223 (+26)

3% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 66

0.25% less ownership

Funds ownership: 46.91%46.66% (-0.25%)

Holders
223
Holders Change
+26
Holders Change %
+13.2%
% of All Funds
3.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
BerganKDV Wealth Management
Minnesota
$78K +$65 +1 +0.1%
DHGWA
177
Dixon Hughes Goodman Wealth Advisors
North Carolina
$74K +$67.2K +1,041 New
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$68K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$66K -$5.23K -81 -8%
TFS
180
TrustCore Financial Services
Tennessee
$63K -$16.1K -250 -22%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$60K -$29.1K -450 -32%
SWM
182
Spire Wealth Management
Virginia
$56K
SFM
183
Signet Financial Management
New Jersey
$53K +$47.7K +739 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$50K
TRCT
185
Tower Research Capital (TRC)
New York
$49K -$14.5K -224 -25%
TWM
186
Tradition Wealth Management
Minnesota
$46K +$19.4K +300 +88%
OIA
187
Optimum Investment Advisors
Illinois
$43K
SIS
188
Sound Income Strategies
Florida
$36K
S
189
SignatureFD
Georgia
$31K +$6.97K +108 +32%
CCM
190
Chilton Capital Management
Texas
$30K +$27.5K +426 New
Macquarie Group
191
Macquarie Group
Australia
$27K
PA
192
Parallel Advisors
California
$26K +$3.36K +52 +17%
AF
193
Allworth Financial
California
$25K +$452 +7 +2%
PMFA
194
Plante Moran Financial Advisors
Michigan
$25K +$12.9K +200 +129%
WFA
195
West Financial Advisors
Iowa
$24K
EWM
196
Edge Wealth Management
New York
$23K
HWM
197
HighMark Wealth Management
Minnesota
$22K +$129 +2 +0.7%
IA
198
IFP Advisors
Florida
$19K
HI
199
Hudock Inc
Pennsylvania
$19K +$65 +1 +0.4%
SAM
200
Strategic Asset Management
Minnesota
$15K +$65 +1 +0.5%

OTTR Hedge Fund Activity: Q4 2021 in Review

223 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2021, worth a combined $1.38B — up 27% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 16 closed out — a net gain of 28 holders — while 68 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock, adding an estimated $6.54M. The largest seller was First Trust Advisors, cutting an estimated $13.9M.

  • 223 institutional investors held Otter Tail (OTTR) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $1.38B of Otter Tail stock for Q4 2021, up 27% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q4 2021 and 16 closed out, a net change of +28 holders.
  • The largest Otter Tail buyer in Q4 2021 was BlackRock, an estimated $6.54M added.
  • The largest Otter Tail seller in Q4 2021 was First Trust Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2021.