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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
3
BlackRock
New York
$559M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$12.2M
5
BCM
5
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$131K – – –
DekaBank Deutsche Girozentrale
227
DekaBank Deutsche Girozentrale
Germany
$130K +$130K +1,526 New
JFA
228
JNBA Financial Advisors
Minnesota
$119K – – –
GRP
229
Global Retirement Partners
California
$118K -$79.9K -970 -40%
C
230
Covestor
United Kingdom
$105K -$25.4K -298 -19%
SAM
231
Shell Asset Management
Netherlands
$92K -$25.5K -301 -22%
FP
232
Financial Perspectives
Minnesota
$88K +$88K +1,036 New
HSA
233
Hussman Strategic Advisors
Maryland
$85K – – –
KBC Group
234
KBC Group
Belgium
$83K – – –
BTI
235
Blue Trust Inc
Georgia
$78K +$27.3K +362 +54%
TCOV
236
Trust Company of Vermont
Vermont
$68K – – –
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$67K +$1.19K +14 +2%
GWM
238
Geneos Wealth Management
Colorado
$63.1K – – –
GI
239
GAMMA Investing
California
$62.4K +$62.4K +690 New
GAG
240
Goodman Advisory Group
Massachusetts
$56.7K – – –
TPCW
241
TD Private Client Wealth
New York
$54.7K +$19.1K +225 +54%
OIA
242
Optimum Investment Advisors
Illinois
$51K – – –
QCG
243
Quadrant Capital Group
Ohio
$50.1K +$12.4K +146 +33%
CMBA
244
C.M. Bidwell & Associates
Hawaii
$48.4K – – –
Ohio Public Employees Retirement System (OPERS)
245
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.2K -$3.06K -36 -7%
CTWM
246
Cherry Tree Wealth Management
Minnesota
$38.6K – – –
ASN
247
Advisory Services Network
Georgia
$37.2K +$37.2K +438 New
CCM
248
Chilton Capital Management
Texas
$36.2K – – –
IA
249
IFP Advisors
Florida
$31.4K – – –
TWM
250
Tradition Wealth Management
Minnesota
$29K – – –
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10
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