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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
CA
326
Claris Advisors
Missouri
$156 +$173 +2 New
TFM
327
TFC Financial Management
Massachusetts
$79
CAS
328
Coppell Advisory Solutions
Texas
$78
Squarepoint
329
Squarepoint
New York
-$3.82M -43,658 Closed
WAM
330
Weiss Asset Management
Massachusetts
-$1.85M -21,066 Closed
HA
331
Heartland Advisors
Wisconsin
-$935K -10,679 Closed
UM
332
UniSuper Management
Australia
-$881K -10,057 Closed
ZP
333
Zimmer Partners
New York
-$876K -10,000 Closed
WB
334
WesBanco Bank
West Virginia
-$812K -9,273 Closed
Neuberger Berman Group
335
Neuberger Berman Group
New York
-$675K -7,702 Closed
Assenagon Asset Management
336
Assenagon Asset Management
Luxembourg
-$596K -6,800 Closed
Susquehanna International Group
337
Susquehanna International Group
Pennsylvania
-$527K -6,085 Closed
BA
338
Bridgewater Associates
Connecticut
-$378K -4,310 Closed
I
339
InceptionR
California
-$374K -4,272 Closed
AG
340
Algert Global
California
-$332K -3,785 Closed
MWPCG
341
Measured Wealth Private Client Group
New Hampshire
-$329K -3,757 Closed
IA
342
Inspire Advisors
Idaho
-$289K -3,305 Closed
ECM
343
Evergreen Capital Management
Washington
-$238K -2,716 Closed
IAA
344
Independent Advisor Alliance
North Carolina
-$228K -2,601 Closed
TVM
345
True Vision MN
Minnesota
-$225K -2,569 Closed
DWP
346
Daymark Wealth Partners
Ohio
-$210K -2,400 Closed
BPA
347
Beacon Pointe Advisors
California
-$209K -2,391 Closed
MG
348
Mather Group
Illinois
-$77.4K -896 Closed
QL
349
Quarry LP
New York
-$58.6K -669 Closed
OIA
350
Optimum Investment Advisors
Illinois
-$52.6K -600 Closed

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.