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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
WFA
201
West Financial Advisors
Iowa
$21K
TPCW
202
TD Private Client Wealth
New York
$19.3K +$19.3K +308 New
HWM
203
HighMark Wealth Management
Minnesota
$19K +$125 +2 +0.7%
CAGAS
204
Capital Advisory Group Advisory Services
Minnesota
$19K +$18.8K +300 New
FCT
205
First Community Trust
Iowa
$13K
IWP
206
IAG Wealth Partners
Wisconsin
$13K
IBOK
207
Independence Bank of Kentucky
Kentucky
$13K
SAM
208
Strategic Asset Management
Minnesota
$13K +$63 +1 +0.5%
QCG
209
Quadrant Capital Group
Ohio
$13K +$6.02K +96 +88%
HI
210
Hudock Inc
Pennsylvania
$11K -$5.58K -89 -33%
SMG
211
Spectrum Management Group
Indiana
$11K +$63 +1 +0.6%
HPC
212
HM Payson & Co
Maine
$6K
FPB
213
First PREMIER Bank
South Dakota
$6K +$6.27K +100 New
Group One Trading
214
Group One Trading
Illinois
$6K +$6.27K +100 New
LC
215
Lindbrook Capital
California
$5K +$2.7K +43 +108%
ZB
216
Zions Bancorporation
Utah
$5K +$4.52K +72 New
APA
217
American Portfolios Advisors
New York
$4.25K
PK
218
Pflug Koory
Nebraska
$3K
C
219
Covestor
United Kingdom
$3K +$1.13K +18 +67%
VCM
220
Versant Capital Management
Arizona
$2K
CWP
221
Concord Wealth Partners
Virginia
$2K +$1.5K +24 New
UFF
222
USA Financial Formulas
Michigan
$2K +$1.69K +27 New
PA
223
Parallel Advisors
California
$1K -$22K -350 -97%
ACM
224
AUA Capital Management
Pennsylvania
$1K
FWM
225
Focused Wealth Management
New York
$1K

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.