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Otter Tail

324 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
226
Wealth Alliance Advisory Group
Kansas
$205K
QCM
227
Quantinno Capital Management
New York
$204K +$11.4K +146 +6%
GWWM
228
Great Waters Wealth Management
Minnesota
$202K +$313 +4 +0.1%
C
229
Covestor
United Kingdom
$196K +$85.9K +1,097 +70%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$156K +$93.3K +1,192 +129%
BAMF
231
BI Asset Management Fondsmaeglerselskab
Denmark
$154K +$164K +2,091 New
TRCT
232
Tower Research Capital (TRC)
New York
$136K +$26.2K +335 +22%
JFA
233
JNBA Financial Advisors
Minnesota
$127K
OP
234
ORG Partners
Indiana
$121K
KBC Group
235
KBC Group
Belgium
$119K +$28K +358 +29%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$113K
DekaBank Deutsche Girozentrale
237
DekaBank Deutsche Girozentrale
Germany
$112K
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$111K +$26.1K +333 +28%
NAAA
239
New Age Alpha Advisors
New York
$93.7K +$99.4K +1,269 New
GRP
240
Global Retirement Partners
California
$90.9K -$16K -204 -14%
HNW
241
High Note Wealth
Minnesota
$87.7K +$93K +1,188 New
AWM
242
Abound Wealth Management
Tennessee
$85K
CBT
243
Crews Bank & Trust
Florida
$80.6K +$85.5K +1,092 New
FP
244
Financial Perspectives
Minnesota
$76.5K
HSA
245
Hussman Strategic Advisors
Maryland
$73.8K
SAM
246
Shell Asset Management
Netherlands
$68K
TCOV
247
Trust Company of Vermont
Vermont
$66.8K
AAG
248
Armstrong Advisory Group
Massachusetts
$63.5K -$64.2K -820 -49%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$62K +$4.07K +52 +7%
SO
250
STRS Ohio
Ohio
$59.1K -$47K -600 -43%

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.