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Otter Tail

315 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
301
Fortitude Family Office
Arizona
$1.66K
RFG
302
RFP Financial Group
Georgia
$1.31K
EBA
303
Eagle Bay Advisors
New York
$1.23K -$3.94K -45 -76%
AIC
304
Archer Investment Corporation
Indiana
$1.05K
GEA
305
Glen Eagle Advisors
New Jersey
$969 +$963 +11 New
SIC
306
SJS Investment Consulting
Ohio
$789
PFBT
307
Parkside Financial Bank & Trust
Missouri
$702 -$5.6K -64 -89%
EWA
308
EverSource Wealth Advisors
Alabama
$678 +$613 +7 New
DPW
309
DiNuzzo Private Wealth
Pennsylvania
$614
HI
310
Horizon Investments
North Carolina
$613 +$613 +7 New
LFG
311
Larson Financial Group
Missouri
$526 +$525 +6 New
ECM
312
Everence Capital Management
Indiana
$365
HNB
313
Huntington National Bank
Ohio
$350 +$350 +4 New
TFM
314
TFC Financial Management
Massachusetts
$88
CAS
315
Coppell Advisory Solutions
Texas
$88 +$88 +1 New
ECM
316
ExodusPoint Capital Management
New York
-$4.39M -50,816 Closed
HF
317
HRT Financial
New York
-$4.28M -49,490 Closed
TPSF
318
Texas Permanent School Fund
Texas
-$3.15M -36,505 Closed
OFS
319
OneAscent Financial Services
Alabama
-$2.61M -30,249 Closed
JAM
320
Jupiter Asset Management
United Kingdom
-$2.28M -26,347 Closed
AIG
321
American International Group
New York
-$1.93M -22,296 Closed
Mirae Asset Global Investments
322
Mirae Asset Global Investments
South Korea
-$1.27M -17,896 Closed
TI
323
Tidal Investments
Wisconsin
-$1.46M -16,879 Closed
ACG
324
Aventail Capital Group
New York
-$1.39M -16,033 Closed
NRD
325
Nebula Research & Development
New York
-$1.14M -13,175 Closed

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.