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Otter Tail

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $458K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$111M)

6% more funds holding

Funds holding: 235248 (+13)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 47.07%47.74% (+0.67%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
BB
176
Bell Bank
North Dakota
$201K +$191K +3,000 New
SPIA
177
Steward Partners Investment Advisory
New York
$192K
AAM
178
Advisors Asset Management
Colorado
$182K -$236K -3,720 -58%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$168K
DCM
180
Dupont Capital Management
Delaware
$157K +$149K +2,336 New
IFAM
181
Institutional & Family Asset Management
Colorado
$156K
Barclays
182
Barclays
United Kingdom
$139K -$313K -4,923 -70%
Canada Life
183
Canada Life
Manitoba, Canada
$138K
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$124K -$14.2K -223 -11%
HI
185
Harbour Investments
Wisconsin
$124K +$118K +1,851 New
PTC
186
Private Trust Company
Ohio
$121K +$115K +1,804 New
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$110K +$43.9K +690 +73%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$103K
TRCT
189
Tower Research Capital (TRC)
New York
$100K +$59.8K +940 +172%
SWM
190
SeaCrest Wealth Management
New York
$97K +$92.2K +1,450 New
JFA
191
JNBA Financial Advisors
Minnesota
$94K
MAM
192
Meeder Asset Management
Ohio
$89K +$42K +660 +100%
EWA
193
EverSource Wealth Advisors
Alabama
$88K +$83K +1,305 New
GWM
194
Geneos Wealth Management
Colorado
$87K
BWM
195
BerganKDV Wealth Management
Minnesota
$73K +$64 +1 +0.1%
HSA
196
Hussman Strategic Advisors
Maryland
$67K
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$55K
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$47K
CMBA
199
C.M. Bidwell & Associates
Hawaii
$47K +$44.5K +700 New
GAG
200
Goodman Advisory Group
Massachusetts
$45K +$42.4K +667 New

OTTR Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2022, worth a combined $1.33B — up 9.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 24 closed out — a net gain of 20 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9.69M sold.

  • 248 institutional investors held Otter Tail (OTTR) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $1.33B of Otter Tail stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q2 2022 and 24 closed out, a net change of +20 holders.
  • The largest Otter Tail buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
  • The largest Otter Tail seller in Q2 2022 was Adage Capital Partners, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2022.