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Otter Tail
OTTR

Overview Fund Activity

313 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+11
Holders Change %
+3.64%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
31
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$55.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
EP
5
Edgestream Partners
New Jersey
$5.93M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$15.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.02M
3
Millennium Management
3
Millennium Management
New York
$7.14M
4
WAM
4
Weiss Asset Management
Massachusetts
$1.85M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
226
Institutional & Family Asset Management
Colorado
$204K – – –
IAIM
227
International Assets Investment Management
Florida
$195K +$195K +2,222 New
NS
228
NBC Securities
Alabama
$193K – – –
SG Americas Securities
229
SG Americas Securities
New York
$156K -$238K -2,718 -60%
JFA
230
JNBA Financial Advisors
Minnesota
$150K +$27.2K +311 +22%
AAG
231
Armstrong Advisory Group
Massachusetts
$147K – – –
OP
232
ORG Partners
Indiana
$142K +$142K +1,643 New
BTI
233
Blue Trust Inc
Georgia
$137K +$43.3K +501 +46%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$135K – – –
DekaBank Deutsche Girozentrale
235
DekaBank Deutsche Girozentrale
Germany
$132K – – –
GRP
236
Global Retirement Partners
California
$128K +$1.14K +13 +0.9%
AWM
237
Abound Wealth Management
Tennessee
$101K +$101K +1,149 +28,725%
C
238
Covestor
United Kingdom
$99K -$88 -1 -0.1%
IGWM
239
ICA Group Wealth Management
Colorado
$94.1K -$374K -4,273 -80%
FP
240
Financial Perspectives
Minnesota
$90.7K – – –
HSA
241
Hussman Strategic Advisors
Maryland
$87.6K – – –
CMBA
242
C.M. Bidwell & Associates
Hawaii
$86.7K – – –
KBC Group
243
KBC Group
Belgium
$85K – – –
UFF
244
USA Financial Formulas
Michigan
$84.7K +$84.7K +967 New
SOW
245
State of Wyoming
Wyoming
$82.9K +$82.9K +946 New
MG
246
Mather Group
Illinois
$77.4K +$77.4K +896 New
QCG
247
Quadrant Capital Group
Ohio
$74.3K +$21.9K +250 +42%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$71.3K +$1.66K +19 +2%
TCOV
249
Trust Company of Vermont
Vermont
$70.1K – – –
GWM
250
Geneos Wealth Management
Colorado
$65K – – –
8 9
10
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