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Otter Tail

328 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

51% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.02M

23% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 97

4% more funds holding

Funds holding: 315328 (+13)

3.94% more ownership

Funds ownership: 59%62.94% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$107M)

Holders
328
Holders Change
+13
Holders Change %
+4.13%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
119
Reduced
97
Closed
30
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
276
HighMark Wealth Management
Minnesota
$25.4K +$173 +2 +0.6%
LSA
277
Leonteq Securities AG
Switzerland
$23.4K
CIM
278
Contravisory Investment Management
Massachusetts
$22.2K
TPCW
279
TD Private Client Wealth
New York
$20.4K
FFA
280
Farther Finance Advisors
California
$19.3K +$9.87K +114 +86%
BAM
281
Byrne Asset Management
New Jersey
$18.8K +$20.8K +240 New
SAM
282
Smartleaf Asset Management
Massachusetts
$17.5K +$433 +5 +2%
Nomura Asset Management
283
Nomura Asset Management
Japan
$17.2K
HWM
284
Hemington Wealth Management
Virginia
$17K +$19.5K +225 New
AWM
285
Avior Wealth Management
Nebraska
$16.9K +$87 +1 +0.5%
IWP
286
IAG Wealth Partners
Wisconsin
$15.6K
IBOK
287
Independence Bank of Kentucky
Kentucky
$15.6K
PMFA
288
Plante Moran Financial Advisors
Michigan
$12.5K
PS
289
Principal Securities
Iowa
$12.2K +$87 +1 +0.6%
SL
290
Salomon & Ludwin
Virginia
$10.4K
HCA
291
Harbor Capital Advisors
Illinois
$10K +$11.4K +132 New
AAP
292
Arax Advisory Partners
Colorado
$8.91K
S
293
SignatureFD
Georgia
$8.6K
BFPW
294
BOK Financial Private Wealth
Colorado
$8.3K
PFC
295
Phocas Financial Corp
California
$7.99K -$541K -6,256 -6%
BC
296
Broadwater Capital
Massachusetts
$7.42K
HCP
297
Hexagon Capital Partners
Arkansas
$7.11K -$3.55K -41 -31%
Bessemer Group
298
Bessemer Group
New Jersey
$6K +$3.9K +45 +136%
GM
299
GeoWealth Management
Illinois
$5.78K +$6.4K +74 New
VWM
300
Venturi Wealth Management
Texas
$4.85K +$5.37K +62 New

OTTR Hedge Fund Activity: Q3 2024 in Review

328 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2024, worth a combined $2.04B — down 5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OTTR positions and 30 closed out — a net gain of 16 holders — while 119 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.3M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 328 institutional investors held Otter Tail (OTTR) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.04B of Otter Tail stock for Q3 2024, down 5% quarter-over-quarter.
  • 46 funds opened new Otter Tail positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q3 2024 was Millennium Management, an estimated $24.3M added.
  • The largest Otter Tail seller in Q3 2024 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2024.