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Otter Tail

315 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 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% 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
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$144K +1,643 New
BTI
233
Blue Trust Inc
Georgia
$137K +$43.9K +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 +$82.8K +946 New
MG
246
Mather Group
Illinois
$77.4K +$78.5K +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

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.