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Otter Tail

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $458K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$111M)

6% more funds holding

Funds holding: 235248 (+13)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0.67% more ownership

Funds ownership: 47.07%47.74% (+0.67%)

Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$305M +$6.93M +109,009 +2%
BlackRock
2
BlackRock
New York
$203M +$3.81M +59,856 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$69.3M +$1.4K +22 +0%
First Trust Advisors
4
First Trust Advisors
Illinois
$68.1M +$1.07M +16,778 +2%
State Street
5
State Street
Massachusetts
$59.1M +$934K +14,694 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$50.3M -$709K -11,154 -1%
GF
7
Gabelli Funds
New York
$49.6M -$242K -3,800 -0.5%
Northern Trust
8
Northern Trust
Illinois
$40.4M -$301K -4,737 -0.8%
N
9
Nuveen
North Carolina
$37.8M -$353K -5,560 -1%
Charles Schwab
10
Charles Schwab
California
$33.2M +$2.22M +34,923 +8%
Millennium Management
11
Millennium Management
New York
$27.4M -$5.38M -84,683 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$27.4M +$534K +8,407 +2%
GI
13
GAMCO Investors
Connecticut
$23.6M -$242K -3,800 -1%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$23.2M -$1.22M -19,150 -5%
Victory Capital Management
15
Victory Capital Management
Texas
$19.6M +$2.11M +33,137 +13%
Morgan Stanley
16
Morgan Stanley
New York
$19.2M +$9.7M +152,536 +114%
Renaissance Technologies
17
Renaissance Technologies
New York
$14.3M -$2.5M -39,300 -16%
Federated Hermes
18
Federated Hermes
Pennsylvania
$12.1M +$9.4M +147,814 +454%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$10.6M -$545K -8,570 -5%
Prudential Financial
20
Prudential Financial
New Jersey
$8.79M -$299K -4,704 -3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$8.34M +$318K +4,995 +4%
PFC
22
Phocas Financial Corp
California
$7.23M -$78K -1,227 -1%
Goldman Sachs
23
Goldman Sachs
New York
$7M +$2.49M +39,117 +60%
JP Morgan Chase
24
JP Morgan Chase
New York
$6.71M -$1.44M -22,589 -18%
Invesco
25
Invesco
Georgia
$6.5M +$609K +9,582 +11%

OTTR Hedge Fund Activity: Q2 2022 in Review

248 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2022, worth a combined $1.33B — up 9.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new OTTR positions and 24 closed out — a net gain of 20 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $9.69M sold.

  • 248 institutional investors held Otter Tail (OTTR) as of Q2 2022, up from 235 in Q1 2022.
  • Funds reported $1.33B of Otter Tail stock for Q2 2022, up 9.1% quarter-over-quarter.
  • 44 funds opened new Otter Tail positions in Q2 2022 and 24 closed out, a net change of +20 holders.
  • The largest Otter Tail buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
  • The largest Otter Tail seller in Q2 2022 was Adage Capital Partners, an estimated $9.69M sold.

Based on aggregated 13F filings for Q2 2022.