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Otter Tail
OTTR

Overview Fund Activity

248 hedge funds and large institutions have $1.13B invested in Otter Tail in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-17
Holders Change %
-6.42%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
85
Closed
48
Calls
$2.11M
Puts
$10.3M
Net Calls
-$8.19M
Net Calls Change
-$3.85M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$75.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$288M
3
BlackRock
BlackRock
New York
$184M
4
Marshall Wace
Marshall Wace
United Kingdom
$8.11M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$3.89M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$9.79M
3
Victory Capital Management
Victory Capital Management
Texas
$2.96M
4
Renaissance Technologies
Renaissance Technologies
New York
$7.94M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$4.48M -$1.36M -23,141 -23%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$4.47M +$876K +14,918 +24%
Goldman Sachs
28
Goldman Sachs
New York
$4.35M -$4.87M -82,956 -53%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$4.12M -$734K -12,500 -15%
Bank of America
30
Bank of America
North Carolina
$4.03M +$389K +6,621 +11%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$3.89M +$3.89M +66,331 New
WT
32
Whittier Trust
California
$3.81M -$14.1K -241 -0.4%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.73M +$266K +4,528 +8%
First Manhattan
34
First Manhattan
New York
$3.69M -$68.4K -1,165 -2%
CSS
35
Cubist Systematic Strategies
Connecticut
$3.51M -$1.37M -23,392 -28%
MAM
36
Martingale Asset Management
Massachusetts
$3.44M +$182K +3,107 +6%
Victory Capital Management
37
Victory Capital Management
Texas
$2.96M -$6.11M -104,035 -67%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$2.88M +$31.7K +540 +1%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$2.85M -$3.53M -60,153 -55%
AllianceBernstein
40
AllianceBernstein
Tennessee
$2.72M -$9.51K -162 -0.3%
UBS Group
41
UBS Group
Switzerland
$2.68M +$605K +10,303 +29%
Mackenzie Financial
42
Mackenzie Financial
Ontario, Canada
$2.63M +$100K +1,709 +4%
NSIM
43
North Star Investment Management
Illinois
$2.6M +$8.1K +138 +0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.58M +$1.81M +30,858 +235%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$2.52M -$268K -4,573 -10%
AQR Capital Management
46
AQR Capital Management
Connecticut
$2.5M -$98.8K -1,683 -4%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$2.42M -$276K -4,707 -10%
State of New Jersey Common Pension Fund D
48
State of New Jersey Common Pension Fund D
New Jersey
$2.37M +$547K +9,316 +30%
VRS
49
Virginia Retirement Systems
Virginia
$2.37M +$194K +3,300 +9%
ACA
50
Aptus Capital Advisors
Alabama
$2.35M +$236K +4,018 +11%
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