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Otter Tail
OTTR

Overview Fund Activity

321 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, 126 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-5
Holders Change %
-1.53%
% 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
126
Reduced
94
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K

Top Buyers

1
BlackRock
BlackRock
New York
$515M
2
UBS Group
UBS Group
Switzerland
$19.4M
3
WAM
Weiss Asset Management
Massachusetts
$10.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M
5
Citadel Advisors
Citadel Advisors
Florida
$15.9M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$12.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$388K
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
Jane Street
Jane Street
New York
$1.37M
5
ECM
ExodusPoint Capital Management
New York
$889K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
276
MAI Capital Management
Ohio
$14K +$14K +190 New
HCA
277
Harbor Capital Advisors
Illinois
$12K +$2.57K +36 +27%
PMFA
278
Plante Moran Financial Advisors
Michigan
$11.8K – – –
PS
279
Principal Securities
Iowa
$11.6K – – –
Bessemer Group
280
Bessemer Group
New Jersey
$11K +$5.32K +73 +94%
SL
281
Salomon & Ludwin
Virginia
$9.82K – – –
S
282
SignatureFD
Georgia
$8.49K +$369 +5 +5%
BFPW
283
BOK Financial Private Wealth
Colorado
$7.85K – – –
SO
284
Sierra Ocean
California
$7.24K +$7.24K +98 New
HCP
285
Hexagon Capital Partners
Arkansas
$7.09K +$369 +5 +5%
AF
286
Atala Financial
California
$5.46K +$5.46K +74 New
GM
287
GeoWealth Management
Illinois
$5.17K -$295 -4 -5%
Simplex Trading
288
Simplex Trading
Illinois
$5K +$5K +68 New
UB
289
UMB Bank
Missouri
$4.87K +$1.4K +19 +40%
VWM
290
Venturi Wealth Management
Texas
$4.58K – – –
GWSA
291
Global Wealth Strategies & Associates
Colorado
$4.06K – – –
BIA
292
Bell Investment Advisors
California
$3.99K +$1.85K +25 +86%
LC
293
Lindbrook Capital
California
$2.95K – – –
CWP
294
Concord Wealth Partners
Virginia
$2.95K – – –
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$2.51K -$148 -2 -6%
EWA
296
EverSource Wealth Advisors
Alabama
$2.29K +$2.29K +31 New
CJ
297
Caitlin John
Michigan
$2.14K +$148 +2 +7%
AA
298
Ancora Advisors
Ohio
$2.14K +$2.14K +29 New
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$2.07K – – –
JWA
300
JFS Wealth Advisors
Pennsylvania
$1.99K – – –
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