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Otter Tail
OTTR

Overview Fund Activity

265 hedge funds and large institutions have $1.26B invested in Otter Tail in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 26 closing their positions.

Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
95
Reduced
69
Closed
26
Calls
$1.98M
Puts
$6.31M
Net Calls
-$4.34M
Net Calls Change
-$6.18M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$288M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$11.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$6.69M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.94M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$8.83M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$9.5M
2
BlackRock
2
BlackRock
New York
$180M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.86M
5
IA
5
Icon Advisers
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
226
Tradition Wealth Management
Minnesota
$21K 339 – –
WFA
227
West Financial Advisors
Iowa
$21K 334 – –
HWM
228
HighMark Wealth Management
Minnesota
$19K 310 +1 +0.3%
TPCW
229
TD Private Client Wealth
New York
$18.9K 308 – –
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$18K 295 -130 -31%
EWA
231
EverSource Wealth Advisors
Alabama
$14K 221 -1,084 -83%
GCM
232
Gladius Capital Management
Illinois
$14K 215 +215 New
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$14K 229 +229 New
SAM
234
Strategic Asset Management
Minnesota
$13K 208 +1 +0.5%
IWP
235
IAG Wealth Partners
Wisconsin
$12K 200 – –
FCT
236
First Community Trust
Iowa
$12K 200 – –
IBOK
237
Independence Bank of Kentucky
Kentucky
$12K 200 – –
HI
238
Hudock Inc
Pennsylvania
$11K 184 +1 +0.5%
PMFA
239
Plante Moran Financial Advisors
Michigan
$10K 158 +1 +0.6%
FPB
240
First PREMIER Bank
South Dakota
$6K 100 – –
HPC
241
HM Payson & Co
Maine
$6K 100 – –
Group One Trading
242
Group One Trading
Illinois
$6K 100 – –
LC
243
Lindbrook Capital
California
$5K 89 +39 +78%
EC
244
EdgeRock Capital
Colorado
$5K 77 +77 New
WFA
245
Wipfli Financial Advisors
Wisconsin
$5K 83 +83 New
APA
246
American Portfolios Advisors
New York
$4.18K 68 – –
QCG
247
Quadrant Capital Group
Ohio
$4K 59 -54 -48%
BIA
248
Bell Investment Advisors
California
$4K 65 +46 +242%
PK
249
Pflug Koory
Nebraska
$3K 50 – –
JWA
250
JFS Wealth Advisors
Pennsylvania
$2K 27 -6 -18%
8 9
10
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