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Otter Tail
OTTR

Overview Fund Activity

313 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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+11
Holders Change %
+3.64%
% 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
31
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$55.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
EP
5
Edgestream Partners
New Jersey
$5.93M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$15.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.02M
3
Millennium Management
3
Millennium Management
New York
$7.14M
4
WAM
4
Weiss Asset Management
Massachusetts
$1.85M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
276
Plante Moran Financial Advisors
Michigan
$14K – – –
PS
277
Principal Securities
Iowa
$13.7K +$7.81K +89 +133%
SL
278
Salomon & Ludwin
Virginia
$11.6K – – –
HCP
279
Hexagon Capital Partners
Arkansas
$11.6K +$3.68K +42 +47%
FFA
280
Farther Finance Advisors
California
$11.5K +$4.4K +51 +62%
AAP
281
Arax Advisory Partners
Colorado
$9.99K +$9.99K +114 New
S
282
SignatureFD
Georgia
$9.64K – – –
PFC
283
Phocas Financial Corp
California
$9.51K -$180 -2,057 -2%
BFPW
284
BOK Financial Private Wealth
Colorado
$9.31K – – –
NC
285
nVerses Capital
Florida
$8.76K +$8.76K +100 New
GWSA
286
Global Wealth Strategies & Associates
Colorado
$4.82K – – –
UB
287
UMB Bank
Missouri
$3.94K +$2.37K +27 +150%
BIA
288
Bell Investment Advisors
California
$3.59K – – –
LC
289
Lindbrook Capital
California
$3.5K – – –
CWP
290
Concord Wealth Partners
Virginia
$3.5K – – –
Bessemer Group
291
Bessemer Group
New Jersey
$3K – – –
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$2.98K – – –
LFA
293
LGT Financial Advisors
Texas
$2.89K – – –
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$2.45K – – –
JWA
295
JFS Wealth Advisors
Pennsylvania
$2.28K – – –
VCM
296
Versant Capital Management
Arizona
$2.1K – – –
RIL
297
Rothschild Investment LLC
Illinois
$1.75K +$1.31K +15 +300%
S
298
Sachetta
Massachusetts
$1.69K +$1.69K +18 New
FFO
299
Fortitude Family Office
Arizona
$1.66K – – –
RFG
300
RFP Financial Group
Georgia
$1.31K – – –
10 11
12
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