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Otter Tail
OTTR

Overview Fund Activity

321 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-5
Holders Change %
-1.53%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
41
Increased
126
Reduced
94
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K

Top Buyers

1
BlackRock
BlackRock
New York
$515M
2
UBS Group
UBS Group
Switzerland
$19.4M
3
WAM
Weiss Asset Management
Massachusetts
$10.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M
5
Citadel Advisors
Citadel Advisors
Florida
$15.9M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$12.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$388K
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
Jane Street
Jane Street
New York
$1.37M
5
ECM
ExodusPoint Capital Management
New York
$889K
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
251
C.M. Bidwell & Associates
Hawaii
$55.8K -$738 -10 -1%
GWM
252
Geneos Wealth Management
Colorado
$54.8K – – –
SIM
253
Studio Investment Management
Illinois
$50.2K +$50.2K +680 New
AF
254
Allworth Financial
California
$50.1K +$7.15K +91 +17%
Ohio Public Employees Retirement System (OPERS)
255
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9K +$2.36K +32 +6%
WSFS
256
Wilmington Savings Fund Society
Delaware
$36.9K – – –
API
257
Asset Planning Inc
California
$36.9K +$36.9K +500 New
VWM
258
Vermillion Wealth Management
Minnesota
$35.7K +$35.7K +484 New
BTI
259
Blue Trust Inc
Georgia
$34.3K -$72.8K -986 -68%
CTWM
260
Cherry Tree Wealth Management
Minnesota
$33.5K – – –
CCM
261
Chilton Capital Management
Texas
$31.5K – – –
IA
262
IFP Advisors
Florida
$27.4K +$74 +1 +0.3%
WFA
263
West Financial Advisors
Iowa
$24.7K – – –
TPCW
264
TD Private Client Wealth
New York
$24.3K +$5.02K +68 +26%
GI
265
GAMMA Investing
California
$23.9K -$26.4K -357 -53%
AF
266
Advisornet Financial
Minnesota
$18.5K -$239K -3,232 -93%
BAM
267
Byrne Asset Management
New Jersey
$18.5K +$738 +10 +4%
Nomura Asset Management
268
Nomura Asset Management
Japan
$16.2K – – –
FFA
269
Farther Finance Advisors
California
$16.2K -$2.07K -28 -11%
HWM
270
Hemington Wealth Management
Virginia
$16K +$348 +5 +2%
SAM
271
Smartleaf Asset Management
Massachusetts
$15.1K -$1.57K -21 -9%
QCG
272
Quadrant Capital Group
Ohio
$15.1K -$46.7K -633 -76%
IBOK
273
Independence Bank of Kentucky
Kentucky
$14.8K – – –
IWP
274
IAG Wealth Partners
Wisconsin
$14.8K – – –
AWM
275
Avior Wealth Management
Nebraska
$14.3K -$1.71K -23 -11%
9 10
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