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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 %
FCT
201
First Community Trust
Iowa
$14.3K +$14.3K +200 New
IBOK
202
Independence Bank of Kentucky
Kentucky
$14K – – –
IWP
203
IAG Wealth Partners
Wisconsin
$14K – – –
SMG
204
Spectrum Management Group
Indiana
$13K +$74 +1 +0.6%
QCG
205
Quadrant Capital Group
Ohio
$8K – – –
HPC
206
HM Payson & Co
Maine
$7K +$7K +100 New
APA
207
American Portfolios Advisors
New York
$4.86K +$4.86K +68 New
EI
208
Ellevest Inc
New York
$4K -$1.19K -17 -23%
PK
209
Pflug Koory
Nebraska
$4K – – –
LC
210
Lindbrook Capital
California
$3K – – –
BIA
211
Bell Investment Advisors
California
$2K -$1.23K -16 -38%
FWM
212
Focused Wealth Management
New York
$2K – – –
VCM
213
Versant Capital Management
Arizona
$2K – – –
C
214
Covestor
United Kingdom
$2K +$2K +27 New
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48K -$15 -211 -1%
CAM
216
ClariVest Asset Management
California
$1K -$1.69K -27 -63%
ACM
217
AUA Capital Management
Pennsylvania
$1K – – –
JWA
218
JFS Wealth Advisors
Pennsylvania
$1K +$1K +10 New
AIC
219
Archer Investment Corporation
Indiana
$857 – – –
VRS
220
Virginia Retirement Systems
Virginia
$579 +$579 +8,100 New
FGAM
221
Financial Gravity Asset Management
Texas
$46 +$46 +142 New
CIC
222
Cornercap Investment Counsel
Georgia
– -$1.17M -20,904 Closed
HF
223
HRT Financial
New York
– -$1.08M -19,330 Closed
Canada Pension Plan Investment Board
224
Canada Pension Plan Investment Board
Ontario, Canada
– -$616K -11,000 Closed
MC
225
Moors & Cabot
Massachusetts
– -$351K -6,275 Closed
6 7 8
9
10