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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$311M +$5.46M +84,507 +2%
BlackRock
2
BlackRock
New York
$214M +$6.54M +101,259 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$72.9M -$830K -12,859 -1%
First Trust Advisors
4
First Trust Advisors
Illinois
$68M -$13.9M -215,406 -18%
State Street
5
State Street
Massachusetts
$60.3M -$270K -4,185 -0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$55.3M +$1.07M +16,508 +2%
GF
7
Gabelli Funds
New York
$53.1M -$904K -14,000 -2%
Northern Trust
8
Northern Trust
Illinois
$45M -$945K -14,631 -2%
N
9
Nuveen
North Carolina
$40.3M +$1.27M +19,726 +4%
Charles Schwab
10
Charles Schwab
California
$29.5M +$126K +1,958 +0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.6M -$6M -92,918 -19%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$26M +$1.11M +17,160 +5%
GI
13
GAMCO Investors
Connecticut
$25.5M -$865K -13,400 -4%
DZ Bank
14
DZ Bank
Germany
$19M -$1.6M -24,806 -9%
GT
15
Glenmede Trust
Pennsylvania
$18.6M -$133K -2,064 -0.8%
Victory Capital Management
16
Victory Capital Management
Texas
$15.6M +$2.11M +32,638 +18%
Morgan Stanley
17
Morgan Stanley
New York
$14.9M +$270K +4,180 +2%
Renaissance Technologies
18
Renaissance Technologies
New York
$13.8M -$1.68M -26,000 -12%
Millennium Management
19
Millennium Management
New York
$12.6M -$894K -13,842 -7%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$11.8M -$10M -155,232 -48%
PPA
21
Parametric Portfolio Associates
Washington
$10M +$1.04M +16,180 +13%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$9.8M -$2.34M -36,260 -21%
Bank of America
23
Bank of America
North Carolina
$9.09M +$909K +14,078 +12%
Prudential Financial
24
Prudential Financial
New Jersey
$8.98M -$4.53M -70,089 -36%
AllianceBernstein
25
AllianceBernstein
Tennessee
$8.22M +$25.8K +400 +0.3%

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.