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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
BlackRock
New York
$559M
4
Federated Hermes
Federated Hermes
Pennsylvania
$12.2M
5
BCM
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
276
Bell Investment Advisors
California
$2.97K -$680 -8 -19%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$2.89K – – –
LFA
278
LGT Financial Advisors
Texas
$2.8K – – –
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$2.38K – – –
AT
280
Arlington Trust
Alabama
$2.38K +$2.38K +28 New
JWA
281
JFS Wealth Advisors
Pennsylvania
$2.21K -$85 -1 -4%
JWM
282
Janiczek Wealth Management
Colorado
$2.06K +$2.06K +24 New
VCM
283
Versant Capital Management
Arizona
$2.04K – – –
CA
284
Crewe Advisors
Utah
$1.96K +$1.96K +23 New
RFG
285
RFP Financial Group
Georgia
$1.28K – – –
HCP
286
Hexagon Capital Partners
Arkansas
$1.19K +$680 +8 +133%
AIC
287
Archer Investment Corporation
Indiana
$1.02K – – –
SIC
288
SJS Investment Consulting
Ohio
$765 – – –
DA
289
Denali Advisors
California
$510 – – –
DPW
290
DiNuzzo Private Wealth
Pennsylvania
$510 +$510 +6 New
GCM
291
Gladius Capital Management
Illinois
$425 -$9.69K -114 -96%
AWM
292
Abound Wealth Management
Tennessee
$340 -$85 -1 -20%
CJ
293
Caitlin John
Michigan
$5 – – –
Squarepoint
294
Squarepoint
New York
– -$2.89M -38,061 Closed
GWP
295
Gateway Wealth Partners
Wisconsin
– -$2.55M -33,615 Closed
SFI
296
Susquehanna Fundamental Investments
Pennsylvania
– -$1.34M -17,612 Closed
Tudor Investment Corp
297
Tudor Investment Corp
Connecticut
– -$1.33M -17,517 Closed
PMEF
298
Point72 Middle East FZE
United Arab Emirates
– -$716K -9,429 Closed
WB
299
WesBanco Bank
West Virginia
– -$704K -9,273 Closed
GCP
300
GSA Capital Partners
United Kingdom
– -$661K -8,700 Closed
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