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Otter Tail

324 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, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% 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
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
251
USA Financial Formulas
Michigan
$57.8K -$3.84K -49 -6%
CMBA
252
C.M. Bidwell & Associates
Hawaii
$55.8K -$783 -10 -1%
GWM
253
Geneos Wealth Management
Colorado
$54.8K
SIM
254
Studio Investment Management
Illinois
$50.2K +$53.3K +680 New
AF
255
Allworth Financial
California
$50.1K +$7.13K +91 +17%
Ohio Public Employees Retirement System (OPERS)
256
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.9K +$2.51K +32 +6%
WSFS
257
Wilmington Savings Fund Society
Delaware
$36.9K
API
258
Asset Planning Inc
California
$36.9K +$39.2K +500 New
VWM
259
Vermillion Wealth Management
Minnesota
$35.7K +$37.9K +484 New
BTI
260
Blue Trust Inc
Georgia
$34.3K -$77.2K -986 -68%
CTWM
261
Cherry Tree Wealth Management
Minnesota
$33.5K
CCM
262
Chilton Capital Management
Texas
$31.5K
IA
263
IFP Advisors
Florida
$27.4K +$78 +1 +0.3%
WFA
264
West Financial Advisors
Iowa
$24.7K
TPCW
265
TD Private Client Wealth
New York
$24.3K +$5.33K +68 +26%
GI
266
GAMMA Investing
California
$23.9K -$28K -357 -53%
AF
267
Advisornet Financial
Minnesota
$18.5K -$253K -3,232 -93%
BAM
268
Byrne Asset Management
New Jersey
$18.5K +$783 +10 +4%
Nomura Asset Management
269
Nomura Asset Management
Japan
$16.2K
FFA
270
Farther Finance Advisors
California
$16.2K -$2.19K -28 -11%
HWM
271
Hemington Wealth Management
Virginia
$16K +$392 +5 +2%
SAM
272
Smartleaf Asset Management
Massachusetts
$15.1K -$1.64K -21 -9%
QCG
273
Quadrant Capital Group
Ohio
$15.1K -$49.6K -633 -76%
IWP
274
IAG Wealth Partners
Wisconsin
$14.8K
IBOK
275
Independence Bank of Kentucky
Kentucky
$14.8K

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.