Otter Tail
OTTR
254 hedge funds and large institutions have $1.83B invested in Otter Tail in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 67 reducing their positions, and 43 closing their positions.
470% more call options, than puts
Call options by funds: $2.43M | Put options by funds: $426K
62% more capital invested
Capital invested by funds: $1.13B → $1.83B (+$700M)
39% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 67
14% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 43
12.76% more ownership
Funds ownership: 48.81% → 61.57% (+13%)
2% more funds holding
Funds holding: 248 → 254 (+6)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$225M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$40.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.7M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$15.4M |
| 2 |
Millennium Management
New York
|
-$11.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$8.11M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$7.64M |
| 5 |
FWC
First Washington Corp
Seattle,
Washington
|
-$5.3M |
OTTR Hedge Fund Activity: Q1 2023 in Review
254 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2023, worth a combined $1.83B — up 62% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new OTTR positions and 43 closed out — a net gain of 6 holders — while 93 added to existing stakes and 67 trimmed.
The largest buyer was BlackRock, adding an estimated $225M. The largest seller was First Trust Advisors, cutting an estimated $15.4M.
- 254 institutional investors held Otter Tail (OTTR) as of Q1 2023, up from 248 in Q4 2022.
- Funds reported $1.83B of Otter Tail stock for Q1 2023, up 62% quarter-over-quarter.
- 49 funds opened new Otter Tail positions in Q1 2023 and 43 closed out, a net change of +6 holders.
- The largest Otter Tail buyer in Q1 2023 was BlackRock, an estimated $225M added.
- The largest Otter Tail seller in Q1 2023 was First Trust Advisors, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2023.