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Otter Tail

173 hedge funds and large institutions have $886M invested in Otter Tail in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $775K | Put options by funds: $235K

8% more capital invested

Capital invested by funds: $819M → $886M (+$67.1M)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0.57% less ownership

Funds ownership: 46.85%46.29% (-0.57%)

2% less funds holding

Funds holding: 177173 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
54
Closed
21
Calls
$775K
Puts
$235K
Net Calls
+$540K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$191M +$6.83M +159,673 +4%
BlackRock
2
BlackRock
New York
$143M +$6.74M +157,635 +5%
First Trust Advisors
3
First Trust Advisors
Illinois
$62.7M +$942K +22,028 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50.3M -$2.76M -64,448 -6%
State Street
5
State Street
Massachusetts
$36.8M -$2.05M -47,901 -6%
GF
6
Gabelli Funds
New York
$35.7M -$85.6K -2,000 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$33.3M +$2.58M +60,242 +9%
Northern Trust
8
Northern Trust
Illinois
$31.1M -$11.1M -258,826 -28%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$21.6M +$574K +13,411 +3%
GI
10
GAMCO Investors
Connecticut
$19M -$4.28K -100 -0%
Charles Schwab
11
Charles Schwab
California
$17.6M +$743K +17,378 +5%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$16M +$90.6K +2,119 +0.6%
Renaissance Technologies
13
Renaissance Technologies
New York
$14.5M -$4.95M -115,800 -27%
GT
14
Glenmede Trust
Pennsylvania
$12.3M -$2.98M -69,666 -21%
Prudential Financial
15
Prudential Financial
New Jersey
$11.3M -$1.13M -26,515 -10%
N
16
Nuveen
North Carolina
$10.1M +$1.58M +36,899 +20%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$9.48M +$8.78M +205,232 New
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$8.61M +$1.15M +26,975 +17%
Millennium Management
19
Millennium Management
New York
$8.21M -$2.71M -63,367 -26%
Victory Capital Management
20
Victory Capital Management
Texas
$8.21M +$2.37M +55,426 +45%
Morgan Stanley
21
Morgan Stanley
New York
$7.96M -$458K -10,695 -6%
Bank of America
22
Bank of America
North Carolina
$5.98M -$7.06K -165 -0.1%
JP Morgan Chase
23
JP Morgan Chase
New York
$5.8M +$1.49M +34,857 +38%
DZ Bank
24
DZ Bank
Germany
$5.8M +$1.11M +26,022 +26%
AllianceBernstein
25
AllianceBernstein
Tennessee
$5.44M +$38.5K +900 +0.8%

OTTR Hedge Fund Activity: Q1 2021 in Review

173 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2021, worth a combined $886M — up 8.2% from $819M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OTTR and 18 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 58 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $8.78M. The largest seller was Northern Trust, cutting an estimated $11.1M.

  • 173 institutional investors held Otter Tail (OTTR) as of Q1 2021, down from 177 in Q4 2020.
  • Funds reported $886M of Otter Tail stock for Q1 2021, up 8.2% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2021 and 21 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q1 2021 was Adage Capital Partners, an estimated $8.78M added.
  • The largest Otter Tail seller in Q1 2021 was Northern Trust, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2021.