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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
FCT
201
First Community Trust
Iowa
$14.3K +$12.9K +200 New
IWP
202
IAG Wealth Partners
Wisconsin
$14K
IBOK
203
Independence Bank of Kentucky
Kentucky
$14K
SMG
204
Spectrum Management Group
Indiana
$13K +$65 +1 +0.6%
QCG
205
Quadrant Capital Group
Ohio
$8K
HPC
206
HM Payson & Co
Maine
$7K +$6.46K +100 New
APA
207
American Portfolios Advisors
New York
$4.86K +$4.39K +68 New
EI
208
Ellevest Inc
New York
$4K -$1.1K -17 -23%
PK
209
Pflug Koory
Nebraska
$4K
LC
210
Lindbrook Capital
California
$3K
BIA
211
Bell Investment Advisors
California
$2K -$1.03K -16 -38%
FWM
212
Focused Wealth Management
New York
$2K
VCM
213
Versant Capital Management
Arizona
$2K
C
214
Covestor
United Kingdom
$2K +$1.74K +27 New
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48K -$13.6K -211 -1%
CAM
216
ClariVest Asset Management
California
$1K -$1.74K -27 -63%
ACM
217
AUA Capital Management
Pennsylvania
$1K
JWA
218
JFS Wealth Advisors
Pennsylvania
$1K +$646 +10 New
AIC
219
Archer Investment Corporation
Indiana
$857
VRS
220
Virginia Retirement Systems
Virginia
$579 +$523K +8,100 New
FGAM
221
Financial Gravity Asset Management
Texas
$46 +$9.17K +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

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.