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Otter Tail
OTTR

Overview Fund Activity

275 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
3
Bank of America
North Carolina
$9.18M
4
Squarepoint
4
Squarepoint
New York
$2.89M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
3
BlackRock
New York
$488M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$70M
5
GF
5
Gabelli Funds
New York
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTG
226
West Tower Group
Virginia
$47.1K +$15K +197 +47%
OIA
227
Optimum Investment Advisors
Illinois
$45.6K – – –
CMBA
228
C.M. Bidwell & Associates
Hawaii
$43.3K – – –
Ohio Public Employees Retirement System (OPERS)
229
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K -$306 -4 -0.8%
KC
230
Kepos Capital
New York
$35K +$1.29K +17 +4%
CTWM
231
Cherry Tree Wealth Management
Minnesota
$34.5K – – –
QCG
232
Quadrant Capital Group
Ohio
$33.7K +$987 +13 +3%
CCM
233
Chilton Capital Management
Texas
$32.3K – – –
TPCW
234
TD Private Client Wealth
New York
$31.8K +$7.06K +93 +29%
IA
235
IFP Advisors
Florida
$28.1K – – –
Russell Investments Group
236
Russell Investments Group
United Kingdom
$26.4K -$380 -5 -1%
TWM
237
Tradition Wealth Management
Minnesota
$26K – – –
WFA
238
West Financial Advisors
Iowa
$25.4K – – –
HWM
239
HighMark Wealth Management
Minnesota
$24.1K +$152 +2 +0.6%
Nomura Asset Management
240
Nomura Asset Management
Japan
$16.7K – – –
IBOK
241
Independence Bank of Kentucky
Kentucky
$15.2K – – –
IWP
242
IAG Wealth Partners
Wisconsin
$15.2K – – –
FCT
243
First Community Trust
Iowa
$15.2K – – –
PMFA
244
Plante Moran Financial Advisors
Michigan
$12.2K – – –
SL
245
Salomon & Ludwin
Virginia
$10.1K +$10.1K +133 New
AF
246
Allworth Financial
California
$9.61K – – –
GCM
247
Gladius Capital Management
Illinois
$9.04K – – –
S
248
SignatureFD
Georgia
$8.35K – – –
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$7.39K +$7.39K +100 New
PFBT
250
Parkside Financial Bank & Trust
Missouri
$7.06K – – –
8 9
10
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