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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 %
CWP
301
Concord Wealth Partners
Virginia
$3.13K – – –
LC
302
Lindbrook Capital
California
$3.13K – – –
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$2.81K +$156 +2 +6%
RIL
304
Rothschild Investment LLC
Illinois
$2.74K +$1.17K +15 +75%
LFA
305
LGT Financial Advisors
Texas
$2.58K – – –
BIA
306
Bell Investment Advisors
California
$2.27K -$938 -12 -29%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$2.19K – – –
CJ
308
Caitlin John
Michigan
$2.17K +$2.17K +27 New
JWA
309
JFS Wealth Advisors
Pennsylvania
$2.11K +$78 +1 +4%
VCM
310
Versant Capital Management
Arizona
$1.88K – – –
PFBT
311
Parkside Financial Bank & Trust
Missouri
$1.64K +$1.02K +13 +163%
FFO
312
Fortitude Family Office
Arizona
$1.49K – – –
EBA
313
Eagle Bay Advisors
New York
$1.09K – – –
PMAM
314
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +15 New
IAIM
315
International Assets Investment Management
Florida
$978 +$950 +74,212 +3,340%
AIC
316
Archer Investment Corporation
Indiana
$938 – – –
GEA
317
Glen Eagle Advisors
New Jersey
$869 – – –
VAMG
318
Voisard Asset Management Group
Michigan
$860 +$860 +11 New
HI
319
Horizon Investments
North Carolina
$703 +$156 +2 +29%
SIC
320
SJS Investment Consulting
Ohio
$626 -$78 -1 -11%
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$548 – – –
LFG
322
Larson Financial Group
Missouri
$469 – – –
CA
323
Claris Advisors
Missouri
$156 +$156 +2 New
CPA
324
Capital Performance Advisors
California
$156 +$156 +2 New
TFM
325
TFC Financial Management
Massachusetts
$79 – – –
11 12
13
14 15