We are live on ! Find out more
OTTR icon

Otter Tail

328 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

51% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.02M

23% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 97

4% more funds holding

Funds holding: 315328 (+13)

3.94% more ownership

Funds ownership: 59%62.94% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$107M)

Holders
328
Holders Change
+13
Holders Change %
+4.13%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
119
Reduced
97
Closed
30
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
301
Global Wealth Strategies & Associates
Colorado
$4.3K
UB
302
UMB Bank
Missouri
$3.67K +$173 +2 +4%
CWP
303
Concord Wealth Partners
Virginia
$3.13K
LC
304
Lindbrook Capital
California
$3.13K
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$2.81K +$173 +2 +6%
RIL
306
Rothschild Investment LLC
Illinois
$2.74K +$1.3K +15 +75%
LFA
307
LGT Financial Advisors
Texas
$2.58K
BIA
308
Bell Investment Advisors
California
$2.27K -$1.04K -12 -29%
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$2.19K
CJ
310
Caitlin John
Michigan
$2.17K +$2.34K +27 New
JWA
311
JFS Wealth Advisors
Pennsylvania
$2.11K +$87 +1 +4%
VCM
312
Versant Capital Management
Arizona
$1.88K
PFBT
313
Parkside Financial Bank & Trust
Missouri
$1.64K +$1.13K +13 +163%
FFO
314
Fortitude Family Office
Arizona
$1.49K
EBA
315
Eagle Bay Advisors
New York
$1.09K
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.3K +15 New
IAIM
317
International Assets Investment Management
Florida
$978 +$6.42M +74,212 +3,340%
AIC
318
Archer Investment Corporation
Indiana
$938
GEA
319
Glen Eagle Advisors
New Jersey
$869
VAMG
320
Voisard Asset Management Group
Michigan
$860 +$952 +11 New
HI
321
Horizon Investments
North Carolina
$703 +$173 +2 +29%
SIC
322
SJS Investment Consulting
Ohio
$626 -$87 -1 -11%
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$548
LFG
324
Larson Financial Group
Missouri
$469
CPA
325
Capital Performance Advisors
California
$156 +$173 +2 New

OTTR Hedge Fund Activity: Q3 2024 in Review

328 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2024, worth a combined $2.04B — down 5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OTTR positions and 30 closed out — a net gain of 16 holders — while 119 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.3M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 328 institutional investors held Otter Tail (OTTR) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.04B of Otter Tail stock for Q3 2024, down 5% quarter-over-quarter.
  • 46 funds opened new Otter Tail positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q3 2024 was Millennium Management, an estimated $24.3M added.
  • The largest Otter Tail seller in Q3 2024 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2024.