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Otter Tail
OTTR

Overview Fund Activity

260 hedge funds and large institutions have $1.99B invested in Otter Tail in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
4.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
79
Reduced
92
Closed
23
Calls
$2.42M
Puts
$7.14M
Net Calls
-$4.72M
Net Calls Change
-$6.72M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$8.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.53M
3
Invesco
3
Invesco
Georgia
$15M
4
Cerity Partners
4
Cerity Partners
New York
$2.34M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.54M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$32.1M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$78.3M
5
GF
5
Gabelli Funds
New York
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Versant Capital Management
Arizona
$1.9K – – –
RFG
252
RFP Financial Group
Georgia
$1.18K – – –
EWA
253
EverSource Wealth Advisors
Alabama
$1.11K +$552 +7 +100%
AIC
254
Archer Investment Corporation
Indiana
$948 – – –
FCAG
255
First Capital Advisors Group
New Jersey
$790 +$790 +10 New
SIC
256
SJS Investment Consulting
Ohio
$632 – – –
OLVIG
257
Oliver Lagore Vanvalin Investment Group
Michigan
$632 +$632 +8 New
DI
258
Disciplined Investments
Oklahoma
$553 -$7.9K -100 -93%
AWM
259
Abound Wealth Management
Tennessee
$395 +$395 +5 New
FGAM
260
Financial Gravity Asset Management
Texas
$143 +$143 +79 New
WEG
261
World Equity Group
Illinois
– -$362K -27,710 Closed
HF
262
HRT Financial
New York
– -$1.91M -26,394 Closed
SG Americas Securities
263
SG Americas Securities
New York
– -$1.38M -19,133 Closed
Squarepoint
264
Squarepoint
New York
– -$1.32M -18,302 Closed
Acadian Asset Management
265
Acadian Asset Management
Massachusetts
– -$643K -8,936 Closed
II
266
Inspire Investing
Idaho
– -$528K -7,306 Closed
NPPM
267
North Point Portfolio Managers
Ohio
– -$441K -6,100 Closed
Baird Financial Group
268
Baird Financial Group
Wisconsin
– -$413K -5,708 Closed
TSS
269
Two Sigma Securities
New York
– -$254K -3,518 Closed
SGI
270
Summit Global Investments
Utah
– -$253K -3,500 Closed
Stifel Financial
271
Stifel Financial
Missouri
– -$246K -3,400 Closed
FIB
272
First Interstate Bank
Montana
– -$213K -2,954 Closed
MIA
273
Milestone Investment Advisors
Wisconsin
– -$145K -2,003 Closed
SOW
274
State of Wyoming
Wyoming
– -$72.5K -1,003 Closed
SIS
275
Sound Income Strategies
Florida
– -$36.1K -500 Closed
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