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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
3
BlackRock
New York
$559M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$12.2M
5
BCM
5
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
26
Phocas Financial Corp
California
$9.64M +$186K +2,188 +2%
ProShare Advisors
27
ProShare Advisors
Maryland
$8.98M +$249K +2,926 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$8.64M -$5.17M -60,889 -37%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$8.06M +$808K +9,505 +11%
Goldman Sachs
30
Goldman Sachs
New York
$7.65M +$610K +7,181 +9%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.35M +$2.97M +35,000 +68%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.69M +$634K +7,466 +10%
Swiss National Bank
33
Swiss National Bank
Switzerland
$6.29M -$731K -8,600 -10%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$6.24M +$4.8M +56,451 +333%
WT
35
Whittier Trust
California
$6.07M +$177K +2,082 +3%
Barclays
36
Barclays
United Kingdom
$5.45M +$3.79M +44,570 +227%
UBS Group
37
UBS Group
Switzerland
$5.43M +$1.96M +23,044 +56%
BCM
38
Bridgeway Capital Management
Texas
$4.98M +$4.98M +58,600 New
Marshall Wace
39
Marshall Wace
United Kingdom
$4.93M +$4.58M +53,851 +1,299%
Millennium Management
40
Millennium Management
New York
$4.76M +$3.45M +40,649 +265%
First Manhattan
41
First Manhattan
New York
$4.52M -$85K -1,000 -2%
AllianceBernstein
42
AllianceBernstein
Tennessee
$4.43M -$341K -4,015 -7%
Jane Street
43
Jane Street
New York
$4.38M +$3.04M +35,820 +227%
LPL Financial
44
LPL Financial
California
$4.38M +$265K +3,113 +6%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$4.12M +$13.8K +163 +0.3%
Prudential Financial
46
Prudential Financial
New Jersey
$4.07M -$75.7K -891 -2%
Two Sigma Investments
47
Two Sigma Investments
New York
$4.06M +$2.29M +26,963 +129%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$3.99M +$286K +3,368 +8%
Citigroup
49
Citigroup
New York
$3.92M +$2.49M +29,278 +174%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.42M -$176K -2,073 -5%
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