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Otter Tail

324 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, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% 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
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Ancora Advisors
Ohio
$2.14K +$2.27K +29 New
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$2.07K
JWA
303
JFS Wealth Advisors
Pennsylvania
$1.99K
BA
304
Bellwether Advisors
Nebraska
$1.85K +$1.96K +25 New
PFBT
305
Parkside Financial Bank & Trust
Missouri
$1.7K +$157 +2 +10%
RIL
306
Rothschild Investment LLC
Illinois
$1.48K -$1.18K -15 -43%
EBA
307
Eagle Bay Advisors
New York
$1.03K
BIG
308
Brooklyn Investment Group
New York
$1.03K +$1.1K +14 New
PMAM
309
Picton Mahoney Asset Management
Ontario, Canada
$1K
AIC
310
Archer Investment Corporation
Indiana
$886
GEA
311
Glen Eagle Advisors
New Jersey
$826
SS
312
SBI Securities
Japan
$812 +$861 +11 New
DPW
313
DiNuzzo Private Wealth
Pennsylvania
$517
SIC
314
SJS Investment Consulting
Ohio
$444 -$157 -2 -25%
LFG
315
Larson Financial Group
Missouri
$443
AssetMark Inc
316
AssetMark Inc
California
$295 +$313 +4 New
SC
317
Swan Capital
Florida
$295 +$313 +4 New
HNB
318
Huntington National Bank
Ohio
$222 +$235 +3 New
NS
319
NBC Securities
Alabama
$181 -$173K -2,203 -100%
GFPC
320
Global Financial Private Client
Florida
$148 +$157 +2 New
CAS
321
Coppell Advisory Solutions
Texas
$75
TFM
322
TFC Financial Management
Massachusetts
$74
PWM
323
Parkworth Wealth Management
California
$74 +$78 +1 New
YP
324
YANKCOM Partnership
South Dakota
$74 +$78 +1 New
IAIM
325
International Assets Investment Management
Florida
-$978 -76,434 Closed

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.