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Otter Tail

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

469% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $256K

58% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 26

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

5% more funds holding

Funds holding: 223235 (+12)

0.41% more ownership

Funds ownership: 46.66%47.07% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $1.38B → $1.22B (-$159M)

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.71%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$96K
PI
177
PEAK6 Investments
Illinois
$92K +$92.8K +1,479 New
JFA
178
JNBA Financial Advisors
Minnesota
$88K
GWM
179
Geneos Wealth Management
Colorado
$78K
BWM
180
BerganKDV Wealth Management
Minnesota
$68K
DHGWA
181
Dixon Hughes Goodman Wealth Advisors
North Carolina
$65K
HSA
182
Hussman Strategic Advisors
Maryland
$63K -$62.7K -1,000 -50%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$59K
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$58K +$125 +2 +0.2%
TFS
185
TrustCore Financial Services
Tennessee
$55K
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$52K -$7.84K -125 -13%
S
187
SignatureFD
Georgia
$46K +$18.2K +290 +66%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$44K
MAM
189
Meeder Asset Management
Ohio
$41K +$41.4K +660 New
OIA
190
Optimum Investment Advisors
Illinois
$38K
IA
191
IFP Advisors
Florida
$37K +$33.2K +530 +196%
SWM
192
Spire Wealth Management
Virginia
$35K -$14.4K -229 -29%
TRCT
193
Tower Research Capital (TRC)
New York
$35K -$8.4K -134 -20%
SIS
194
Sound Income Strategies
Florida
$31K
Simplex Trading
195
Simplex Trading
Illinois
$30K -$104K -1,664 -78%
DekaBank Deutsche Girozentrale
196
DekaBank Deutsche Girozentrale
Germany
$27K -$1.72M -27,351 -98%
ACM
197
Aquatic Capital Management
Illinois
$25K +$25.1K +400 New
AF
198
Allworth Financial
California
$22K -$125 -2 -0.6%
PMFA
199
Plante Moran Financial Advisors
Michigan
$22K +$63 +1 +0.3%
TWM
200
Tradition Wealth Management
Minnesota
$21K -$18.8K -300 -47%

OTTR Hedge Fund Activity: Q1 2022 in Review

235 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2022, worth a combined $1.22B — down 11% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OTTR positions and 26 closed out — a net gain of 15 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.9M. The largest seller was Glenmede Trust, exiting entirely with an estimated $18.6M sold.

  • 235 institutional investors held Otter Tail (OTTR) as of Q1 2022, up from 223 in Q4 2021.
  • Funds reported $1.22B of Otter Tail stock for Q1 2022, down 11% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q1 2022 and 26 closed out, a net change of +15 holders.
  • The largest Otter Tail buyer in Q1 2022 was Millennium Management, an estimated $19.9M added.
  • The largest Otter Tail seller in Q1 2022 was Glenmede Trust, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2022.