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Otter Tail

324 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Avior Wealth Management
Nebraska
$14.3K -$1.8K -23 -11%
MCM
277
MAI Capital Management
Ohio
$14K +$14.9K +190 New
HCA
278
Harbor Capital Advisors
Illinois
$12K +$2.82K +36 +27%
PMFA
279
Plante Moran Financial Advisors
Michigan
$11.8K
LSA
280
Leonteq Securities AG
Switzerland
$11.7K -$11K -141 -47%
PS
281
Principal Securities
Iowa
$11.6K
Bessemer Group
282
Bessemer Group
New Jersey
$11K +$5.72K +73 +94%
SL
283
Salomon & Ludwin
Virginia
$9.82K
S
284
SignatureFD
Georgia
$8.49K +$392 +5 +5%
BFPW
285
BOK Financial Private Wealth
Colorado
$7.84K
SO
286
Sierra Ocean
California
$7.24K +$7.67K +98 New
HCP
287
Hexagon Capital Partners
Arkansas
$7.09K +$392 +5 +5%
BC
288
Broadwater Capital
Massachusetts
$7.01K
AF
289
Atala Financial
California
$5.46K +$5.79K +74 New
GM
290
GeoWealth Management
Illinois
$5.17K -$313 -4 -5%
Simplex Trading
291
Simplex Trading
Illinois
$5K +$5.33K +68 New
UB
292
UMB Bank
Missouri
$4.87K +$1.49K +19 +40%
VWM
293
Venturi Wealth Management
Texas
$4.58K
GWSA
294
Global Wealth Strategies & Associates
Colorado
$4.06K
BIA
295
Bell Investment Advisors
California
$3.99K +$1.96K +25 +86%
CWP
296
Concord Wealth Partners
Virginia
$2.95K
LC
297
Lindbrook Capital
California
$2.95K
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$2.51K -$157 -2 -6%
EWA
299
EverSource Wealth Advisors
Alabama
$2.29K +$2.43K +31 New
CJ
300
Caitlin John
Michigan
$2.14K +$157 +2 +7%

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.