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Otter Tail
OTTR

Overview Fund Activity

275 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
Bank of America
North Carolina
$9.18M
4
Squarepoint
Squarepoint
New York
$2.89M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
BlackRock
New York
$488M
4
First Trust Advisors
First Trust Advisors
Illinois
$70M
5
GF
Gabelli Funds
New York
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
251
Private Trust Company
Ohio
$6.3K – – –
CIM
252
Contravisory Investment Management
Massachusetts
$6.23K – – –
Bessemer Group
253
Bessemer Group
New Jersey
$6K -$72.5K -954 -92%
FFA
254
Farther Finance Advisors
California
$5.09K – – –
GWSA
255
Global Wealth Strategies & Associates
Colorado
$4.18K +$4.18K +55 New
PK
256
Pflug Koory
Nebraska
$3.8K – – –
BIA
257
Bell Investment Advisors
California
$3.27K -$304 -4 -9%
LC
258
Lindbrook Capital
California
$3.04K -$456 -6 -13%
CWP
259
Concord Wealth Partners
Virginia
$3.04K +$3.04K +40 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$2.58K – – –
LFA
261
LGT Financial Advisors
Texas
$2.51K +$2.51K +33 New
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$2.13K -$304 -4 -13%
JWA
263
JFS Wealth Advisors
Pennsylvania
$2.05K – – –
VCM
264
Versant Capital Management
Arizona
$1.82K – – –
RFG
265
RFP Financial Group
Georgia
$1.14K – – –
SFG
266
Steward Financial Group
Texas
$1K +$1K +25 New
AIC
267
Archer Investment Corporation
Indiana
$911 – – –
SIC
268
SJS Investment Consulting
Ohio
$684 +$76 +1 +13%
OLVIG
269
Oliver Lagore Vanvalin Investment Group
Michigan
$607 – – –
EWA
270
EverSource Wealth Advisors
Alabama
$531 -$531 -7 -50%
HCP
271
Hexagon Capital Partners
Arkansas
$456 +$456 +6 New
DA
272
Denali Advisors
California
$456 +$456 +6 New
ECM
273
Everence Capital Management
Indiana
$444 +$222 +2,920 +100%
AWM
274
Abound Wealth Management
Tennessee
$380 – – –
JAM
275
Jupiter Asset Management
United Kingdom
– -$2.07M -26,194 Closed
8 9 10
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