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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 %
BWM
176
BerganKDV Wealth Management
Minnesota
$78K +$71 +1 +0.1%
DHGWA
177
Dixon Hughes Goodman Wealth Advisors
North Carolina
$74K +$74K +1,041 New
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$68K – – –
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$66K -$5.8K -81 -8%
TFS
180
TrustCore Financial Services
Tennessee
$63K -$17.8K -250 -22%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$60K -$28.4K -450 -32%
SWM
182
Spire Wealth Management
Virginia
$56K – – –
SFM
183
Signet Financial Management
New Jersey
$53K +$53K +739 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$50K – – –
TRCT
185
Tower Research Capital (TRC)
New York
$49K -$16.1K -224 -25%
TWM
186
Tradition Wealth Management
Minnesota
$46K +$21.6K +300 +88%
OIA
187
Optimum Investment Advisors
Illinois
$43K – – –
SIS
188
Sound Income Strategies
Florida
$36K – – –
S
189
SignatureFD
Georgia
$31K +$7.59K +108 +32%
CCM
190
Chilton Capital Management
Texas
$30K +$30K +426 New
Macquarie Group
191
Macquarie Group
Australia
$27K – – –
PA
192
Parallel Advisors
California
$26K +$3.74K +52 +17%
AF
193
Allworth Financial
California
$25K +$499 +7 +2%
PMFA
194
Plante Moran Financial Advisors
Michigan
$25K +$14.1K +200 +129%
WFA
195
West Financial Advisors
Iowa
$24K – – –
EWM
196
Edge Wealth Management
New York
$23K – – –
HWM
197
HighMark Wealth Management
Minnesota
$22K +$144 +2 +0.7%
IA
198
IFP Advisors
Florida
$19K – – –
HI
199
Hudock Inc
Pennsylvania
$19K +$70 +1 +0.4%
SAM
200
Strategic Asset Management
Minnesota
$15K +$74 +1 +0.5%
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