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Otter Tail
OTTR

Overview Fund Activity

275 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
Bank of America
North Carolina
$9.18M
4
Squarepoint
Squarepoint
New York
$2.89M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
BlackRock
New York
$488M
4
First Trust Advisors
First Trust Advisors
Illinois
$70M
5
GF
Gabelli Funds
New York
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
276
Vident Investment Advisory
Georgia
– -$1.72M -21,797 Closed
Connor, Clark & Lunn Investment Management (CC&L)
277
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.4M -17,734 Closed
KPWS
278
Kestra Private Wealth Services
Texas
– -$517K -6,544 Closed
CC
279
Centiva Capital
New York
– -$363K -4,598 Closed
AIMCA
280
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$282K -3,568 Closed
PAM
281
Panagora Asset Management
Massachusetts
– -$265K -3,353 Closed
GHA
282
GW Henssler & Associates
Georgia
– -$244K -3,095 Closed
WS
283
Wedbush Securities
California
– -$242K -3,061 Closed
TD Asset Management
284
TD Asset Management
Ontario, Canada
– -$229K -2,900 Closed
MPI
285
Mairs & Power Inc
Minnesota
– -$221K -2,800 Closed
IWM
286
IHT Wealth Management
Illinois
– -$219K -2,771 Closed
TI
287
Tidal Investments
Wisconsin
– -$216K -2,730 Closed
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
– -$204K -2,581 Closed
IAA
289
Independent Advisor Alliance
North Carolina
– -$203K -2,571 Closed
FA
290
Fiduciary Alliance
South Carolina
– -$42.6K -540 Closed
Lazard Asset Management
291
Lazard Asset Management
New York
– -$35K -453 Closed
Pacer Advisors
292
Pacer Advisors
Pennsylvania
– -$33.2K -421 Closed
SCA
293
Stonebridge Capital Advisors
Minnesota
– -$11.8K -150 Closed
FGAM
294
Financial Gravity Asset Management
Texas
– -$143 -79 Closed
DI
295
Disciplined Investments
Oklahoma
– -$553 -7 Closed
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