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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$278M +$5.78M +92,114 +2%
BlackRock
2
BlackRock
New York
$186M -$1.51M -24,033 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.6M +$801K +12,769 +1%
First Trust Advisors
4
First Trust Advisors
Illinois
$62.3M +$2.8M +44,571 +5%
State Street
5
State Street
Massachusetts
$54.1M +$1.34M +21,385 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$47.5M -$903K -14,403 -2%
GF
7
Gabelli Funds
New York
$46.4M -$81.5K -1,300 -0.2%
Northern Trust
8
Northern Trust
Illinois
$37.9M -$1.5M -23,842 -4%
N
9
Nuveen
North Carolina
$35.8M +$323K +5,157 +0.9%
Millennium Management
10
Millennium Management
New York
$30.8M +$19.9M +316,873 +179%
Charles Schwab
11
Charles Schwab
California
$28.8M +$2.95M +47,064 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$25M +$907K +14,462 +4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$22.8M +$78.8K +1,256 +0.3%
GI
14
GAMCO Investors
Connecticut
$22.2M -$113K -1,800 -0.5%
Renaissance Technologies
15
Renaissance Technologies
New York
$15.8M +$3.76M +59,910 +31%
Victory Capital Management
16
Victory Capital Management
Texas
$15M +$2.54M +40,420 +18%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$10.4M +$1.81M +28,865 +21%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$9.69M -$627K -10,000 -6%
PPA
19
Parametric Portfolio Associates
Washington
$8.77M +$16.2K +258 +0.2%
Prudential Financial
20
Prudential Financial
New Jersey
$8.48M +$626K +9,985 +8%
Morgan Stanley
21
Morgan Stanley
New York
$8.38M -$4.68M -74,624 -36%
JP Morgan Chase
22
JP Morgan Chase
New York
$7.66M +$1.11M +17,716 +17%
AllianceBernstein
23
AllianceBernstein
Tennessee
$7.45M +$263K +4,200 +4%
PFC
24
Phocas Financial Corp
California
$6.81M -$115K -1,831 -2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$6.14M +$433K +6,900 +8%

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.