We are live on ! Find out more
OTTR icon

Otter Tail

315 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 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% 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
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$56.6K +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 +$37.2K +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%
LSA
267
Leonteq Securities AG
Switzerland
$26.3K
CIM
268
Contravisory Investment Management
Massachusetts
$24.9K
TPCW
269
TD Private Client Wealth
New York
$22.9K -$55.9K -639 -71%
AF
270
Allworth Financial
California
$21.8K +$9.37K +107 +84%
Nomura Asset Management
271
Nomura Asset Management
Japan
$19.3K
SAM
272
Smartleaf Asset Management
Massachusetts
$19.2K +$19.2K +219 New
OWA
273
Opal Wealth Advisors
New York
$18.9K +$18.9K +216 New
AWM
274
Avior Wealth Management
Nebraska
$18.9K +$15.3K +175 +438%
IWP
275
IAG Wealth Partners
Wisconsin
$17.5K

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.