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Otter Tail
OTTR

Overview Fund Activity

326 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
118
Reduced
97
Closed
31
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$28.3M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$16M
3
BlackRock
3
BlackRock
New York
$516M
4
TI
4
Trexquant Investment
Connecticut
$10.5M
5
Bank of America
5
Bank of America
North Carolina
$14.1M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$37M
2
Squarepoint
2
Squarepoint
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.26M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Abound Wealth Management
Tennessee
$90K -$78 -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 +$21.6K +277 +43%
SAM
255
Shell Asset Management
Netherlands
$72K +$72K +916 New
TCOV
256
Trust Company of Vermont
Vermont
$70.7K +$8.13K +104 +13%
QCG
257
Quadrant Capital Group
Ohio
$65.4K -$860 -11 -1%
UFF
258
USA Financial Formulas
Michigan
$65K -$10.6K -135 -14%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$61.6K -$2.03K -26 -3%
CMBA
260
C.M. Bidwell & Associates
Hawaii
$59.9K -$17.5K -224 -23%
GWM
261
Geneos Wealth Management
Colorado
$58K – – –
GSEP
262
Golden State Equity Partners
California
$57.1K +$57.1K +731 New
GI
263
GAMMA Investing
California
$53.1K +$1.8K +23 +4%
GAG
264
Goodman Advisory Group
Massachusetts
$52.1K – – –
AF
265
Allworth Financial
California
$42.7K +$24.4K +312 +133%
CFM
266
Catalyst Funds Management
Australia
$39.1K -$688K -8,800 -95%
WSFS
267
Wilmington Savings Fund Society
Delaware
$39.1K +$39.1K +500 New
HC
268
Hoese & Co
Minnesota
$39.1K +$39.1K +500 New
Ohio Public Employees Retirement System (OPERS)
269
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.7K +$1.25K +16 +3%
CTWM
270
Cherry Tree Wealth Management
Minnesota
$35.5K – – –
HGERS
271
Householder Group Estate & Retirement Specialist
Arizona
$35K +$35K +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 -$19.1K -245 -40%
WFA
275
West Financial Advisors
Iowa
$26.1K – – –
9 10
11
12 13