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Otter Tail

328 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

51% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.02M

23% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 97

4% more funds holding

Funds holding: 315328 (+13)

3.94% more ownership

Funds ownership: 59%62.94% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$107M)

Holders
328
Holders Change
+13
Holders Change %
+4.13%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
119
Reduced
97
Closed
30
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Abound Wealth Management
Tennessee
$90K -$87 -1 -0.1%
FP
252
Financial Perspectives
Minnesota
$81K
HSA
253
Hussman Strategic Advisors
Maryland
$78.2K
Jones Financial Companies
254
Jones Financial Companies
Missouri
$72.2K +$24K +277 +43%
SAM
255
Shell Asset Management
Netherlands
$72K +$79.3K +916 New
TCOV
256
Trust Company of Vermont
Vermont
$70.7K +$9K +104 +13%
QCG
257
Quadrant Capital Group
Ohio
$65.4K -$952 -11 -1%
UFF
258
USA Financial Formulas
Michigan
$65K -$11.7K -135 -14%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$61.6K -$2.25K -26 -3%
CMBA
260
C.M. Bidwell & Associates
Hawaii
$59.9K -$19.4K -224 -23%
GWM
261
Geneos Wealth Management
Colorado
$58K
GSEP
262
Golden State Equity Partners
California
$57.1K +$63.3K +731 New
GI
263
GAMMA Investing
California
$53.1K +$1.99K +23 +4%
GAG
264
Goodman Advisory Group
Massachusetts
$52.1K
AF
265
Allworth Financial
California
$42.7K +$27K +312 +133%
CFM
266
Catalyst Funds Management
Australia
$39.1K -$762K -8,800 -95%
WSFS
267
Wilmington Savings Fund Society
Delaware
$39.1K +$43.3K +500 New
HC
268
Hoese & Co
Minnesota
$39.1K +$43.3K +500 New
Ohio Public Employees Retirement System (OPERS)
269
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.7K +$1.39K +16 +3%
CTWM
270
Cherry Tree Wealth Management
Minnesota
$35.5K
HGERS
271
Householder Group Estate & Retirement Specialist
Arizona
$35K +$39.5K +456 New
CCM
272
Chilton Capital Management
Texas
$33.3K
AWM
273
Atticus Wealth Management
Florida
$29.1K
IA
274
IFP Advisors
Florida
$28.9K -$21.2K -245 -40%
WFA
275
West Financial Advisors
Iowa
$26.1K

OTTR Hedge Fund Activity: Q3 2024 in Review

328 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2024, worth a combined $2.04B — down 5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OTTR positions and 30 closed out — a net gain of 16 holders — while 119 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.3M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 328 institutional investors held Otter Tail (OTTR) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.04B of Otter Tail stock for Q3 2024, down 5% quarter-over-quarter.
  • 46 funds opened new Otter Tail positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q3 2024 was Millennium Management, an estimated $24.3M added.
  • The largest Otter Tail seller in Q3 2024 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2024.