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Otter Tail
OTTR

Overview Fund Activity

248 hedge funds and large institutions have $1.13B invested in Otter Tail in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-17
Holders Change %
-6.42%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
85
Closed
48
Calls
$2.11M
Puts
$10.3M
Net Calls
-$8.19M
Net Calls Change
-$3.85M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$16.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.5M
3
BlackRock
BlackRock
New York
+$11.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$5.89M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.89M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$14.8M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$10.5M
3
Victory Capital Management
Victory Capital Management
Texas
-$6.11M
4
Renaissance Technologies
Renaissance Technologies
New York
-$5.52M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$4.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$6.46K -$26.2K -446 -80%
FPB
227
First PREMIER Bank
South Dakota
$6K – – –
HPC
228
HM Payson & Co
Maine
$5.87K – – –
SCA
229
Stonebridge Capital Advisors
Minnesota
$5.87K +$5.87K +100 New
FFA
230
Farther Finance Advisors
California
$3.93K +$3.93K +67 New
PK
231
Pflug Koory
Nebraska
$3K – – –
QCG
232
Quadrant Capital Group
Ohio
$2.99K -$470 -8 -14%
BIA
233
Bell Investment Advisors
California
$2.64K -$1.17K -20 -31%
LC
234
Lindbrook Capital
California
$2.53K -$2.7K -46 -52%
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.64K +$59 +1 +4%
TC
236
Truvestments Capital
Florida
$1.59K +$1.59K +27 New
PFBT
237
Parkside Financial Bank & Trust
Missouri
$1.59K +$1.59K +27 New
VCM
238
Versant Capital Management
Arizona
$1.41K – – –
CWP
239
Concord Wealth Partners
Virginia
$1.41K +$1.41K +24 New
FGAM
240
Financial Gravity Asset Management
Texas
$1.17K +$1.17K +59 New
RFG
241
RFP Financial Group
Georgia
$881 +$881 +15 New
AIC
242
Archer Investment Corporation
Indiana
$705 – – –
NA
243
NewEdge Advisors
Louisiana
$688 +$3 +51 +0.4%
ACM
244
AUA Capital Management
Pennsylvania
$646 -$529 -9 -45%
SC
245
Schubert & Co
Texas
$646 -$352 -6 -35%
GRP
246
Global Retirement Partners
California
$646 +$646 +11 New
DI
247
Disciplined Investments
Oklahoma
$411 -$117 -2 -22%
SIC
248
SJS Investment Consulting
Ohio
$352 +$59 +1 +20%
Lord, Abbett & Co
249
Lord, Abbett & Co
New Jersey
– -$4.94M -80,231 Closed
CCMG
250
Clark Capital Management Group
Pennsylvania
– -$2.95M -47,948 Closed
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