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Otter Tail
OTTR

Overview Fund Activity

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
Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.19%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$12.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$305M
4
BlackRock
4
BlackRock
New York
$203M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$6.46M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$27.4M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$926K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$14.3M
5
Wells Fargo
5
Wells Fargo
California
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
226
HM Payson & Co
Maine
$7K – – –
Group One Trading
227
Group One Trading
Illinois
$7K – – –
C
228
Covestor
United Kingdom
$6K +$2.82K +40 +89%
APA
229
American Portfolios Advisors
New York
$4.57K – – –
ZB
230
Zions Bancorporation
Utah
$4K -$1.43K -19 -26%
FPS
231
Fieldpoint Private Securities
Connecticut
$4K +$4K +60 New
LC
232
Lindbrook Capital
California
$3K -$1.98K -33 -40%
PK
233
Pflug Koory
Nebraska
$3K – – –
VCM
234
Versant Capital Management
Arizona
$2K – – –
CWP
235
Concord Wealth Partners
Virginia
$2K – – –
JWA
236
JFS Wealth Advisors
Pennsylvania
$2K +$667 +11 +50%
ACM
237
AUA Capital Management
Pennsylvania
$1K – – –
DI
238
Disciplined Investments
Oklahoma
$1K +$250 +2 +33%
PA
239
Parallel Advisors
California
$1K +$294 +5 +42%
SC
240
Schubert & Co
Texas
$1K +$571 +8 +133%
BIA
241
Bell Investment Advisors
California
$1K +$1K +19 New
AIC
242
Archer Investment Corporation
Indiana
$806 – – –
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$386 -$27 -401 -6%
FGAM
244
Financial Gravity Asset Management
Texas
$4 – +8 +6%
Adage Capital Partners
245
Adage Capital Partners
Massachusetts
– -$9.69M -155,000 Closed
DIM
246
DC Investments Management
Virginia
– -$1.35M -21,554 Closed
CIC
247
Cornercap Investment Counsel
Georgia
– -$1.22M -19,458 Closed
CANY
248
Caxton Associates (New York)
New York
– -$512K -8,197 Closed
Citadel Advisors
249
Citadel Advisors
Florida
– -$510K -8,159 Closed
DTL
250
Dynamic Technology Lab
Singapore
– -$506K -8,090 Closed
7 8 9
10
11