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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 %
BA
301
Bellwether Advisors
Nebraska
$1.85K +$1.85K +25 New
PFBT
302
Parkside Financial Bank & Trust
Missouri
$1.7K +$148 +2 +10%
RIL
303
Rothschild Investment LLC
Illinois
$1.48K -$1.11K -15 -43%
EBA
304
Eagle Bay Advisors
New York
$1.03K – – –
BIG
305
Brooklyn Investment Group
New York
$1.03K +$1.03K +14 New
PMAM
306
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
AIC
307
Archer Investment Corporation
Indiana
$886 – – –
GEA
308
Glen Eagle Advisors
New Jersey
$826 – – –
SS
309
SBI Securities
Japan
$812 +$812 +11 New
DPW
310
DiNuzzo Private Wealth
Pennsylvania
$517 – – –
SIC
311
SJS Investment Consulting
Ohio
$444 -$148 -2 -25%
LFG
312
Larson Financial Group
Missouri
$443 – – –
SC
313
Swan Capital
Florida
$295 +$295 +4 New
AssetMark Inc
314
AssetMark Inc
California
$295 +$295 +4 New
HNB
315
Huntington National Bank
Ohio
$222 +$222 +3 New
NS
316
NBC Securities
Alabama
$181 -$199K -2,203 -100%
GFPC
317
Global Financial Private Client
Florida
$148 +$148 +2 New
CAS
318
Coppell Advisory Solutions
Texas
$75 – – –
TFM
319
TFC Financial Management
Massachusetts
$74 – – –
YP
320
YANKCOM Partnership
South Dakota
$74 +$74 +1 New
PWM
321
Parkworth Wealth Management
California
$74 +$74 +1 New
IAIM
322
International Assets Investment Management
Florida
– -$978 -76,434 Closed
Adage Capital Partners
323
Adage Capital Partners
Massachusetts
– -$5.47M -70,000 Closed
LSV Asset Management
324
LSV Asset Management
Illinois
– -$3.75M -48,000 Closed
DM
325
Deerfield Management
New York
– -$1.75M -22,452 Closed
11 12
13
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