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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
Adage Capital Partners
326
Adage Capital Partners
Massachusetts
-$5.47M -70,000 Closed
LSV Asset Management
327
LSV Asset Management
Illinois
-$3.75M -48,000 Closed
DM
328
Deerfield Management
New York
-$1.75M -22,452 Closed
TC
329
TwinBeech Capital
New York
-$1.36M -17,362 Closed
N
330
Natixis
France
-$987K -12,628 Closed
VI
331
Versor Investments
New York
-$899K -11,500 Closed
EGM
332
Engineers Gate Manager
New York
-$758K -9,693 Closed
CC
333
Centiva Capital
New York
-$718K -9,185 Closed
VF
334
Virtu Financial
New York
-$711K -9,097 Closed
SPA
335
Sherbrooke Park Advisers
New York
-$711K -9,094 Closed
XT
336
XTX Topco
Cayman Islands
-$589K -7,532 Closed
PP
337
Paloma Partners
Connecticut
-$487K -6,234 Closed
TD Asset Management
338
TD Asset Management
Ontario, Canada
-$476K -6,100 Closed
Corient Private Wealth
339
Corient Private Wealth
Florida
-$378K -4,834 Closed
NC
340
nVerses Capital
Florida
-$360K -4,600 Closed
ECM
341
Everence Capital Management
Indiana
-$335K -4,280 Closed
SG Americas Securities
342
SG Americas Securities
New York
-$281K -3,599 Closed
GVAG
343
Great Valley Advisor Group
Delaware
-$263K -3,368 Closed
QCM
344
QRG Capital Management
Illinois
-$254K -3,251 Closed
OAM
345
Oxford Asset Management
United Kingdom
-$254K -3,246 Closed
FPAS
346
Focus Partners Advisor Solutions
Missouri
-$225K -2,874 Closed
P
347
&Partners
Tennessee
-$208K -2,655 Closed
SRL
348
Scientech Research LLC
New Jersey
-$207K -2,649 Closed
PWH
349
Priebe Wealth Holdings
Minnesota
-$205K -2,624 Closed
CFGSD
350
Compass Financial Group (South Dakota)
South Dakota
-$204K -2,603 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.