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Otter Tail
OTTR

Overview Fund Activity

326 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
118
Reduced
97
Closed
31
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$28.3M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$16M
3
BlackRock
3
BlackRock
New York
$516M
4
TI
4
Trexquant Investment
Connecticut
$10.5M
5
Bank of America
5
Bank of America
North Carolina
$14.1M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$37M
2
Squarepoint
2
Squarepoint
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.26M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$225K – – –
FPAS
227
Focus Partners Advisor Solutions
Missouri
$225K -$782 -10 -0.3%
WAAG
228
Wealth Alliance Advisory Group
Kansas
$217K – – –
GWWM
229
Great Waters Wealth Management
Minnesota
$214K +$235 +3 +0.1%
X
230
Xponance
Pennsylvania
$211K +$6.8K +87 +3%
P
231
&Partners
Tennessee
$208K +$208K +2,655 New
SRL
232
Scientech Research LLC
New Jersey
$207K +$207K +2,649 New
PWH
233
Priebe Wealth Holdings
Minnesota
$205K – – –
QCM
234
Quantinno Capital Management
New York
$204K +$12.7K +162 +7%
CFGSD
235
Compass Financial Group (South Dakota)
South Dakota
$204K -$6.88K -88 -3%
SOW
236
State of Wyoming
Wyoming
$175K +$101K +1,290 +136%
NS
237
NBC Securities
Alabama
$172K – – –
Acadian Asset Management
238
Acadian Asset Management
Massachusetts
$164K +$164K +2,107 New
JFA
239
JNBA Financial Advisors
Minnesota
$134K – – –
AAG
240
Armstrong Advisory Group
Massachusetts
$131K – – –
OP
241
ORG Partners
Indiana
$128K – – –
BTI
242
Blue Trust Inc
Georgia
$127K -$11.4K -130 -8%
C
243
Covestor
United Kingdom
$122K +$34.3K +439 +39%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$120K – – –
TRCT
245
Tower Research Capital (TRC)
New York
$118K -$333K -4,265 -74%
DekaBank Deutsche Girozentrale
246
DekaBank Deutsche Girozentrale
Germany
$117K – – –
GRP
247
Global Retirement Partners
California
$112K -$1.64K -21 -1%
SO
248
STRS Ohio
Ohio
$109K -$86K -1,100 -44%
KBC Group
249
KBC Group
Belgium
$98K +$21.4K +272 +28%
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$91.4K -$344K -4,403 -79%
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