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Otter Tail

168 hedge funds and large institutions have $934M invested in Otter Tail in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,632% more call options, than puts

Call options by funds: $658K | Put options by funds: $38K

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

5% more capital invested

Capital invested by funds: $886M → $934M (+$47.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 46.29%46.13% (-0.16%)

3% less funds holding

Funds holding: 173168 (-5)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
64
Reduced
47
Closed
24
Calls
$658K
Puts
$38K
Net Calls
+$620K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$206M +$4.53M +94,635 +2%
BlackRock
2
BlackRock
New York
$148M -$3.22M -67,213 -2%
First Trust Advisors
3
First Trust Advisors
Illinois
$65.2M -$1.09M -22,833 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50.8M -$2.17M -45,415 -4%
State Street
5
State Street
Massachusetts
$41.4M +$2.42M +50,489 +6%
GF
6
Gabelli Funds
New York
$37.4M -$311K -6,500 -0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$37.1M +$1.83M +38,152 +5%
Northern Trust
8
Northern Trust
Illinois
$32.6M -$309K -6,453 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$22.9M +$15.1K +316 +0.1%
Charles Schwab
10
Charles Schwab
California
$19.6M +$926K +19,353 +5%
GI
11
GAMCO Investors
Connecticut
$19M -$1.12M -23,400 -6%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$16.8M -$31.7K -663 -0.2%
Adage Capital Partners
13
Adage Capital Partners
Massachusetts
$16.1M +$5.98M +125,000 +61%
GT
14
Glenmede Trust
Pennsylvania
$12.9M -$39.7K -829 -0.3%
Renaissance Technologies
15
Renaissance Technologies
New York
$12M -$3.29M -68,700 -22%
N
16
Nuveen
North Carolina
$11.9M +$1.24M +25,904 +12%
Prudential Financial
17
Prudential Financial
New Jersey
$10.2M -$1.72M -35,884 -15%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$9.65M +$541K +11,300 +6%
Morgan Stanley
19
Morgan Stanley
New York
$9.19M +$755K +15,774 +9%
Victory Capital Management
20
Victory Capital Management
Texas
$8.17M -$496K -10,355 -6%
JP Morgan Chase
21
JP Morgan Chase
New York
$7.5M +$1.34M +27,954 +22%
Millennium Management
22
Millennium Management
New York
$7.04M -$1.61M -33,741 -19%
DZ Bank
23
DZ Bank
Germany
$6.41M +$269K +5,621 +4%
AllianceBernstein
24
AllianceBernstein
Tennessee
$6.36M +$598K +12,496 +11%
PFC
25
Phocas Financial Corp
California
$5.49M -$240K -5,007 -4%

OTTR Hedge Fund Activity: Q2 2021 in Review

168 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2021, worth a combined $934M — up 5.4% from $886M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OTTR and 19 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 64 added.

The largest buyer was Adage Capital Partners, adding an estimated $5.98M. The largest seller was Renaissance Technologies, cutting an estimated $3.29M.

  • 168 institutional investors held Otter Tail (OTTR) as of Q2 2021, down from 173 in Q1 2021.
  • Funds reported $934M of Otter Tail stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 19 funds opened new Otter Tail positions in Q2 2021 and 24 closed out, a net change of -5 holders.
  • The largest Otter Tail buyer in Q2 2021 was Adage Capital Partners, an estimated $5.98M added.
  • The largest Otter Tail seller in Q2 2021 was Renaissance Technologies, an estimated $3.29M sold.

Based on aggregated 13F filings for Q2 2021.