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Otter Tail
OTTR

Overview Fund Activity

321 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, 126 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-5
Holders Change %
-1.53%
% 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
126
Reduced
94
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K

Top Buyers

1
BlackRock
BlackRock
New York
$515M
2
UBS Group
UBS Group
Switzerland
$19.4M
3
WAM
Weiss Asset Management
Massachusetts
$10.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M
5
Citadel Advisors
Citadel Advisors
Florida
$15.9M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$12.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$388K
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
Jane Street
Jane Street
New York
$1.37M
5
ECM
ExodusPoint Capital Management
New York
$889K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
226
Quantinno Capital Management
New York
$204K +$10.8K +146 +6%
GWWM
227
Great Waters Wealth Management
Minnesota
$202K +$295 +4 +0.1%
C
228
Covestor
United Kingdom
$196K +$80.8K +1,097 +70%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$156K +$88K +1,192 +129%
BAMF
230
BI Asset Management Fondsmaeglerselskab
Denmark
$154K +$154K +2,091 New
TRCT
231
Tower Research Capital (TRC)
New York
$136K +$24.7K +335 +22%
JFA
232
JNBA Financial Advisors
Minnesota
$127K – – –
OP
233
ORG Partners
Indiana
$121K – – –
KBC Group
234
KBC Group
Belgium
$119K +$26.5K +358 +29%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$113K – – –
DekaBank Deutsche Girozentrale
236
DekaBank Deutsche Girozentrale
Germany
$112K – – –
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$111K +$24.6K +333 +28%
NAAA
238
New Age Alpha Advisors
New York
$93.7K +$93.7K +1,269 New
GRP
239
Global Retirement Partners
California
$90.9K -$15.1K -204 -14%
HNW
240
High Note Wealth
Minnesota
$87.7K +$87.7K +1,188 New
AWM
241
Abound Wealth Management
Tennessee
$85K – – –
CBT
242
Crews Bank & Trust
Florida
$80.6K +$80.6K +1,092 New
FP
243
Financial Perspectives
Minnesota
$76.5K – – –
HSA
244
Hussman Strategic Advisors
Maryland
$73.8K – – –
SAM
245
Shell Asset Management
Netherlands
$68K – – –
TCOV
246
Trust Company of Vermont
Vermont
$66.8K – – –
AAG
247
Armstrong Advisory Group
Massachusetts
$63.5K -$60.5K -820 -49%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$62K +$3.84K +52 +7%
SO
249
STRS Ohio
Ohio
$59.1K -$44.3K -600 -43%
UFF
250
USA Financial Formulas
Michigan
$57.8K -$3.62K -49 -6%
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