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Otter Tail
OTTR

304 hedge funds and large institutions have $2.11B invested in Otter Tail in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.13M

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

3% more funds holding

Funds holding: 296 → 304 (+8)

4% less capital invested

Capital invested by funds: $2.2B → $2.11B (-$83.6M)

3.14% less ownership

Funds ownership: 61.98% → 58.85% (-3.1%)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 114

Holders
304
Holders Change
+8
Holders Change %
+2.7%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
85
Reduced
114
Closed
32
Calls
$1.95M
Puts
$1.13M
Net Calls
+$820K
Net Calls Change
-$30K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$17.2M
2
Millennium Management
Millennium Management
New York
+$13M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.87M
4
WAM
Weiss Asset Management
Massachusetts
+$6.44M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$64.6M
2
Morgan Stanley
Morgan Stanley
New York
-$38.6M
3
N
Nuveen
North Carolina
-$14.2M
4
LSV Asset Management
LSV Asset Management
Illinois
-$8.24M
5
Victory Capital Management
Victory Capital Management
Texas
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
301
Abound Wealth Management
Tennessee
$346 – – –
Macquarie Group
302
Macquarie Group
Australia
$146 +$147K +1,687 New
FGAM
303
Financial Gravity Asset Management
Texas
$112 +$87 +1 New
TFM
304
TFC Financial Management
Massachusetts
$87 +$87 +1 New
CJ
305
Caitlin John
Michigan
$6 – – –
BCM
306
Bridgeway Capital Management
Texas
– -$4.98M -58,600 Closed
Balyasny Asset Management
307
Balyasny Asset Management
Illinois
– -$2.38M -28,055 Closed
Cerity Partners
308
Cerity Partners
New York
– -$2.35M -27,628 Closed
JFG
309
Jefferies Financial Group
New York
– -$1.8M -21,218 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
310
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.27M -15,000 Closed
JF
311
Jump Financial
Illinois
– -$1.17M -13,765 Closed
OQS
312
Occudo Quantitative Strategies
Florida
– -$791K -9,312 Closed
SPS
313
Susquehanna Portfolio Strategies
Pennsylvania
– -$605K -7,124 Closed
ISB
314
Iowa State Bank
Iowa
– -$577K -6,796 Closed
TI
315
Trexquant Investment
Connecticut
– -$575K -6,766 Closed
ETC
316
Exchange Traded Concepts
Oklahoma
– -$568K -6,681 Closed
AIA
317
Affinity Investment Advisors
California
– -$456K -5,362 Closed
FHB
318
First Hawaiian Bank
Hawaii
– -$441K -5,195 Closed
NYLIM
319
New York Life Investment Management
New York
– -$406K -4,779 Closed
CC
320
Centiva Capital
New York
– -$313K -3,682 Closed
TC
321
Trilogy Capital
California
– -$258K -3,033 Closed
RMDI
322
R.M. Davis Inc
Maine
– -$236K -2,778 Closed
BPA
323
Beacon Pointe Advisors
California
– -$219K -2,580 Closed
CCM
324
Carlson Capital Management
Minnesota
– -$210K -2,475 Closed
FTDI
325
First Trust Direct Indexing
Massachusetts
– -$206K -2,430 Closed
10 11 12
13
14

OTTR Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2024, worth a combined $2.11B — down 3.8% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OTTR positions and 32 closed out — a net gain of 9 holders — while 85 added to existing stakes and 114 trimmed.

The largest buyer was Vanguard Group, adding an estimated $17.2M. The largest seller was First Trust Advisors, cutting an estimated $64.6M.

  • 304 institutional investors held Otter Tail (OTTR) as of Q1 2024, up from 296 in Q4 2023.
  • Funds reported $2.11B of Otter Tail stock for Q1 2024, down 3.8% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q1 2024 and 32 closed out, a net change of +9 holders.
  • The largest Otter Tail buyer in Q1 2024 was Vanguard Group, an estimated $17.2M added.
  • The largest Otter Tail seller in Q1 2024 was First Trust Advisors, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2024.