We are live on ! Find out more
OTTR icon

Otter Tail

315 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
276
Independence Bank of Kentucky
Kentucky
$17.5K
PMFA
277
Plante Moran Financial Advisors
Michigan
$14K
PS
278
Principal Securities
Iowa
$13.7K +$7.79K +89 +133%
SL
279
Salomon & Ludwin
Virginia
$11.6K
HCP
280
Hexagon Capital Partners
Arkansas
$11.6K +$3.68K +42 +47%
FFA
281
Farther Finance Advisors
California
$11.5K +$4.46K +51 +62%
AAP
282
Arax Advisory Partners
Colorado
$9.99K +$9.98K +114 New
S
283
SignatureFD
Georgia
$9.63K
PFC
284
Phocas Financial Corp
California
$9.51K -$180K -2,057 -2%
BFPW
285
BOK Financial Private Wealth
Colorado
$9.3K
NC
286
nVerses Capital
Florida
$8.76K +$8.76K +100 New
BC
287
Broadwater Capital
Massachusetts
$8.32K
GWSA
288
Global Wealth Strategies & Associates
Colorado
$4.82K
UB
289
UMB Bank
Missouri
$3.94K +$2.36K +27 +150%
BIA
290
Bell Investment Advisors
California
$3.59K
CWP
291
Concord Wealth Partners
Virginia
$3.5K
LC
292
Lindbrook Capital
California
$3.5K
Bessemer Group
293
Bessemer Group
New Jersey
$3K
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$2.98K
LFA
295
LGT Financial Advisors
Texas
$2.89K
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$2.45K
JWA
297
JFS Wealth Advisors
Pennsylvania
$2.28K
VCM
298
Versant Capital Management
Arizona
$2.1K
RIL
299
Rothschild Investment LLC
Illinois
$1.75K +$1.31K +15 +300%
S
300
Sachetta
Massachusetts
$1.69K +$1.58K +18 New

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.