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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
3
BlackRock
New York
$559M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$12.2M
5
BCM
5
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
251
West Financial Advisors
Iowa
$28.4K – – –
HWM
252
HighMark Wealth Management
Minnesota
$27.2K +$170 +2 +0.6%
Russell Investments Group
253
Russell Investments Group
United Kingdom
$26K -$3.57K -42 -12%
Nomura Asset Management
254
Nomura Asset Management
Japan
$18.7K – – –
IBOK
255
Independence Bank of Kentucky
Kentucky
$17K – – –
IWP
256
IAG Wealth Partners
Wisconsin
$17K – – –
FCT
257
First Community Trust
Iowa
$17K – – –
WTG
258
West Tower Group
Virginia
$16K -$36.7K -432 -70%
CIM
259
Contravisory Investment Management
Massachusetts
$14.9K +$7.9K +93 +113%
PMFA
260
Plante Moran Financial Advisors
Michigan
$13.6K – – –
AF
261
Allworth Financial
California
$10.8K – – –
SL
262
Salomon & Ludwin
Virginia
$10.1K – – –
S
263
SignatureFD
Georgia
$9.35K – – –
BFPW
264
BOK Financial Private Wealth
Colorado
$9.03K +$9.03K +106 New
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$8.57K – – –
PTC
266
Private Trust Company
Ohio
$7.05K – – –
Bessemer Group
267
Bessemer Group
New Jersey
$7K – – –
FFA
268
Farther Finance Advisors
California
$6.97K +$1.28K +15 +22%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$6.03K -$1.87K -22 -24%
PS
270
Principal Securities
Iowa
$5.65K +$5.65K +66 New
GWSA
271
Global Wealth Strategies & Associates
Colorado
$4.67K – – –
PK
272
Pflug Koory
Nebraska
$4.25K – – –
FFO
273
Fortitude Family Office
Arizona
$4.25K +$4.25K +50 New
LC
274
Lindbrook Capital
California
$3.4K – – –
CWP
275
Concord Wealth Partners
Virginia
$3.4K – – –
9 10
11
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