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Otter Tail

197 hedge funds and large institutions have $1.09B invested in Otter Tail in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,400% more call options, than puts

Call options by funds: $490K | Put options by funds: $14K

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

17% more funds holding

Funds holding: 168197 (+29)

17% more capital invested

Capital invested by funds: $934M → $1.09B (+$156M)

0.77% more ownership

Funds ownership: 46.13%46.91% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 58

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
56
Reduced
58
Closed
7
Calls
$490K
Puts
$14K
Net Calls
+$476K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$239M +$2.28M +42,927 +1%
BlackRock
2
BlackRock
New York
$162M -$6.89M -129,977 -4%
First Trust Advisors
3
First Trust Advisors
Illinois
$65.4M -$8.89M -167,723 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$57.8M -$367K -6,932 -0.7%
State Street
5
State Street
Massachusetts
$47.5M -$2.44K -46 -0%
GF
6
Gabelli Funds
New York
$42.4M -$450K -8,500 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$42.4M -$85.6K -1,615 -0.2%
Northern Trust
8
Northern Trust
Illinois
$36.1M -$1.23M -23,221 -3%
N
9
Nuveen
North Carolina
$30.5M +$15.9M +300,621 +123%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$26.8M +$523K +9,864 +2%
Charles Schwab
11
Charles Schwab
California
$23M +$522K +9,852 +2%
GI
12
GAMCO Investors
Connecticut
$20.7M -$965K -18,200 -5%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$19.4M +$84.9K +1,602 +0.5%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$17.9M -$530K -10,000 -3%
DZ Bank
15
DZ Bank
Germany
$16.3M +$8.43M +159,115 +121%
GT
16
Glenmede Trust
Pennsylvania
$14.7M -$172K -3,244 -1%
Renaissance Technologies
17
Renaissance Technologies
New York
$12.3M -$1.38M -26,110 -11%
Morgan Stanley
18
Morgan Stanley
New York
$11.4M +$860K +16,225 +9%
Prudential Financial
19
Prudential Financial
New Jersey
$11M -$729K -13,758 -7%
Millennium Management
20
Millennium Management
New York
$10.7M +$2.46M +46,373 +32%
Victory Capital Management
21
Victory Capital Management
Texas
$10.4M +$979K +18,471 +11%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$9.71M -$1.29M -24,350 -12%
PPA
23
Parametric Portfolio Associates
Washington
$6.93M +$3.08M +58,027 +88%
AllianceBernstein
24
AllianceBernstein
Tennessee
$6.42M -$832K -15,696 -12%
JP Morgan Chase
25
JP Morgan Chase
New York
$6.35M -$2.13M -40,144 -26%

OTTR Hedge Fund Activity: Q3 2021 in Review

197 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2021, worth a combined $1.09B — up 17% from $934M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new OTTR positions and 7 closed out — a net gain of 31 holders — while 56 added to existing stakes and 58 trimmed.

The largest buyer was Nuveen, adding an estimated $15.9M. The largest seller was First Trust Advisors, cutting an estimated $8.89M.

  • 197 institutional investors held Otter Tail (OTTR) as of Q3 2021, up from 168 in Q2 2021.
  • Funds reported $1.09B of Otter Tail stock for Q3 2021, up 17% quarter-over-quarter.
  • 38 funds opened new Otter Tail positions in Q3 2021 and 7 closed out, a net change of +31 holders.
  • The largest Otter Tail buyer in Q3 2021 was Nuveen, an estimated $15.9M added.
  • The largest Otter Tail seller in Q3 2021 was First Trust Advisors, an estimated $8.89M sold.

Based on aggregated 13F filings for Q3 2021.