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Otter Tail
OTTR

Overview Fund Activity

326 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
118
Reduced
97
Closed
31
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$28.3M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$16M
3
BlackRock
3
BlackRock
New York
$516M
4
TI
4
Trexquant Investment
Connecticut
$10.5M
5
Bank of America
5
Bank of America
North Carolina
$14.1M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$37M
2
Squarepoint
2
Squarepoint
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.26M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
276
HighMark Wealth Management
Minnesota
$25.4K +$156 +2 +0.6%
CIM
277
Contravisory Investment Management
Massachusetts
$22.2K – – –
TPCW
278
TD Private Client Wealth
New York
$20.4K – – –
FFA
279
Farther Finance Advisors
California
$19.3K +$8.91K +114 +86%
BAM
280
Byrne Asset Management
New Jersey
$18.8K +$18.8K +240 New
SAM
281
Smartleaf Asset Management
Massachusetts
$17.5K +$391 +5 +2%
Nomura Asset Management
282
Nomura Asset Management
Japan
$17.2K – – –
HWM
283
Hemington Wealth Management
Virginia
$17K +$17K +225 New
AWM
284
Avior Wealth Management
Nebraska
$16.9K +$78 +1 +0.5%
IBOK
285
Independence Bank of Kentucky
Kentucky
$15.6K – – –
IWP
286
IAG Wealth Partners
Wisconsin
$15.6K – – –
PMFA
287
Plante Moran Financial Advisors
Michigan
$12.5K – – –
PS
288
Principal Securities
Iowa
$12.2K +$78 +1 +0.6%
SL
289
Salomon & Ludwin
Virginia
$10.4K – – –
HCA
290
Harbor Capital Advisors
Illinois
$10K +$10K +132 New
AAP
291
Arax Advisory Partners
Colorado
$8.91K – – –
S
292
SignatureFD
Georgia
$8.6K – – –
BFPW
293
BOK Financial Private Wealth
Colorado
$8.3K – – –
PFC
294
Phocas Financial Corp
California
$7.99K -$489 -6,256 -6%
HCP
295
Hexagon Capital Partners
Arkansas
$7.11K -$3.21K -41 -31%
Bessemer Group
296
Bessemer Group
New Jersey
$6K +$3.46K +45 +136%
GM
297
GeoWealth Management
Illinois
$5.78K +$5.78K +74 New
VWM
298
Venturi Wealth Management
Texas
$4.85K +$4.85K +62 New
GWSA
299
Global Wealth Strategies & Associates
Colorado
$4.3K – – –
UB
300
UMB Bank
Missouri
$3.67K +$156 +2 +4%
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12
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