Otter Tail Corporation
Hedge Funds Holdings

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Otter Tail Corporation‘s stocks are currently a part of 188 hedge funds’ portfolios, which represents 32.22% of the total amount of its stocks outstanding. This makes up a total of 13.51M shares of Otter Tail Corporation. Compared to the previous quarter, the number fell by -33.38% or -6.77M shares fewer. As for the holding position changes, 34.57% (65) of current hedge fund investors increased the number of shares held, 24.47% (46) of current holders sold a part of the shares held, and 15.43% (29) closed the holdings completely. 39 hedge funds are new holders of Otter Tail Corporation stock in Q1 2023, it is 20.74% of total holders.

Hedge funds holding Otter Tail (Q2 2018 – Q1 2023)

Number of hedge funds
Q2 2018 150
Q3 2018 154
Q4 2018 178
Q1 2019 177
Q2 2019 174
Q3 2019 183
Q4 2019 175
Q1 2020 173
Q2 2020 168
Q3 2020 160
Q4 2020 175
Q1 2021 172
Q2 2021 169
Q3 2021 198
Q4 2021 222
Q1 2022 229
Q2 2022 244
Q3 2022 257
Q4 2022 245
Q1 2023 188

Hedge funds changes in Otter Tail positions (Q2 2018 – Q1 2023)

Changes in positions
Q2 2018 1450481622
Q3 2018 134753833
Q4 2018 3751511227
Q1 2019 1862451834
Q2 2019 2158502223
Q3 2019 2265461337
Q4 2019 1763452426
Q1 2020 2651542715
Q2 2020 2351552811
Q3 2020 1655482417
Q4 2020 3059491720
Q1 2021 1758541924
Q2 2021 2063472316
Q3 2021 385658739
Q4 2021 4169651631
Q1 2022 3785622619
Q2 2022 4276762228
Q3 2022 3996682529
Q4 2022 358182443
Q1 2023 396546299

Hedge funds changes in Otter Tail stock options (Q2 2018 – Q1 2023)

Changes in stock options
Q2 2018 1,285,000 1,023,000
Q3 2018 762,000 0
Q4 2018 471,000 0
Q1 2019 359,000 0
Q2 2019 861,000 0
Q3 2019 731,000 0
Q4 2019 282,000 0
Q1 2020 0 0
Q2 2020 309,000 3,000
Q3 2020 300,000 0
Q4 2020 494,000 12,000
Q1 2021 775,000 235,000
Q2 2021 658,000 38,000
Q3 2021 490,000 14,000
Q4 2021 2,049,000 643,000
Q1 2022 1,456,000 256,000
Q2 2022 1,927,000 308,000
Q3 2022 1,976,000 6,312,000
Q4 2022 2,112,947 10,303,121
Q1 2023 14,656,000 0

Top 50 hedge fund holders of Otter Tail Corporation (NASDAQ:OTTR)

Hedge fund Value Shares owned Portfolio share
VANGUARD GROUP INC 287.85M 4.67M 0.009%
BLACKROCK INC. Larry Fink 180.33M 2.93M 0.006%
DIMENSIONAL FUND ADVISORS LP 63.72M 1.03M 0.025%
FIRST TRUST ADVISORS LP 61.85M 1.00M 0.080%
STATE STREET CORP 53.76M 873.98K 0.003%
GEODE CAPITAL MANAGEMENT, LLC 46.76M 760.20K 0.007%
GABELLI FUNDS LLC 44.63M 725.5K 0.368%
NORTHERN TRUST CORP 36.66M 595.97K 0.008%
NUVEEN ASSET MANAGEMENT, LLC 32.49M 528.13K 0.013%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 29.47M 479.16K 0.011%
MILLENNIUM MANAGEMENT LLC Israel Englander 27.64M 449.39K 0.016%
BANK OF NEW YORK MELLON CORP 26.30M 427.59K 0.006%
FULLER & THALER ASSET MANAGEMENT, INC. 21.26M 345.69K 0.153%
GAMCO INVESTORS, INC. ET AL Mario Gabelli 20.57M 334.45K 0.242%
MORGAN STANLEY 17.61M 286.28K 0.002%
FEDERATED HERMES, INC. 14.70M 239.03K 0.043%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 14.10M 229.31K 0.020%
ACADIAN ASSET MANAGEMENT LLC 11.89M 193.58K 0.065%
GOLDMAN SACHS GROUP INC 9.66M 157.01K 0.002%
VICTORY CAPITAL MANAGEMENT INC 9.50M 154.48K 0.011%
LSV ASSET MANAGEMENT 8.83M 143.6K 0.021%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 8.15M 132.52K 0.035%
PHOCAS FINANCIAL CORP. 6.84M 111.27K 1.060%
JPMORGAN CHASE & CO 6.76M 110.04K 0.001%
QUBE RESEARCH & TECHNOLOGIES LTD 6.69M 108.77K 0.040%
PRUDENTIAL FINANCIAL INC 6.53M 106.19K 0.011%
CITIGROUP INC 6.15M 100K 0.004%
INVESCO LTD. 6.11M 99.36K 0.002%
SWISS NATIONAL BANK 5.46M 88.8K 0.004%
LAZARD ASSET MANAGEMENT LLC 5.18M 84.31K 0.008%
CUBIST SYSTEMATIC STRATEGIES, LLC 5.12M 83.22K 0.029%
HILLSDALE INVESTMENT MANAGEMENT INC. 5.08M 82.6K 0.459%
LORD, ABBETT & CO. LLC 4.93M 80.23K 0.018%
WHITTIER TRUST CO 4.01M 65.20K 0.084%
FIRST MANHATTAN CO. LLC. 3.93M 63.98K 0.017%
BANK OF AMERICA CORP /DE/ 3.81M 61.99K 0.001%
NEW YORK STATE COMMON RETIREMENT FUND 3.76M 61.26K 0.005%
RHUMBLINE ADVISERS 3.63M 58.99K 0.005%
MARTINGALE ASSET MANAGEMENT L P 3.41M 55.40K 0.068%
WELLS FARGO & COMPANY/MN 3.06M 49.85K 0.001%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2.98M 48.48K 0.005%
CLARK CAPITAL MANAGEMENT GROUP, INC. 2.95M 47.94K 0.039%
FMR LLC 2.92M 47.56K 0.000%
ALLIANCEBERNSTEIN L.P. 2.86M 46.55K 0.001%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2.82M 45.90K 0.007%
EXODUSPOINT CAPITAL MANAGEMENT, LP Xinyu Liu 2.78M 45.30K 0.036%
NORTH STAR INVESTMENT MANAGEMENT CORP. 2.72M 44.21K 0.267%
AQR CAPITAL MANAGEMENT LLC Cliff Asness 2.71M 44.19K 0.007%
MACKENZIE FINANCIAL CORP 2.65M 43.15K 0.005%
D. E. SHAW & CO., INC. David E. Shaw 2.48M 40.37K 0.003%