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Otter Tail
OTTR

Overview Fund Activity

313 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+11
Holders Change %
+3.64%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
31
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$55.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
EP
5
Edgestream Partners
New Jersey
$5.93M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$15.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.02M
3
Millennium Management
3
Millennium Management
New York
$7.14M
4
WAM
4
Weiss Asset Management
Massachusetts
$1.85M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
251
Quarry LP
New York
$58.6K +$55.5K +634 +1,811%
GAG
252
Goodman Advisory Group
Massachusetts
$58.4K – – –
GI
253
GAMMA Investing
California
$57.5K +$18.2K +208 +46%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$56.7K +$56.7K +647 New
IA
255
IFP Advisors
Florida
$53.9K +$21.5K +245 +66%
OIA
256
Optimum Investment Advisors
Illinois
$52.6K – – –
KC
257
Kepos Capital
New York
$51K +$1.14K +13 +2%
Ohio Public Employees Retirement System (OPERS)
258
Ohio Public Employees Retirement System (OPERS)
Ohio
$42K +$1.31K +15 +3%
CTWM
259
Cherry Tree Wealth Management
Minnesota
$39.8K – – –
CCM
260
Chilton Capital Management
Texas
$37.3K – – –
HDIM
261
Hanson & Doremus Investment Management
Vermont
$37K +$37K +425 New
JFGIW
262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.1K +$35.1K +401 New
AWM
263
Atticus Wealth Management
Florida
$32.6K +$32.6K +372 New
WFA
264
West Financial Advisors
Iowa
$29.3K – – –
HWM
265
HighMark Wealth Management
Minnesota
$28.3K +$175 +2 +0.6%
JWM
266
Janiczek Wealth Management
Colorado
$27.5K +$25.4K +290 +1,208%
CIM
267
Contravisory Investment Management
Massachusetts
$24.9K – – –
TPCW
268
TD Private Client Wealth
New York
$22.9K -$56K -639 -71%
AF
269
Allworth Financial
California
$21.8K +$9.94K +107 +84%
Nomura Asset Management
270
Nomura Asset Management
Japan
$19.3K – – –
SAM
271
Smartleaf Asset Management
Massachusetts
$19.2K +$19.2K +219 New
OWA
272
Opal Wealth Advisors
New York
$18.9K +$18.9K +216 New
AWM
273
Avior Wealth Management
Nebraska
$18.9K +$15.4K +175 +438%
IBOK
274
Independence Bank of Kentucky
Kentucky
$17.5K – – –
IWP
275
IAG Wealth Partners
Wisconsin
$17.5K – – –
9 10
11
12 13