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Otter Tail

315 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$9.5M +$530K +6,049 +6%
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.06M +$569K +6,501 +8%
Bank of America
28
Bank of America
North Carolina
$7.88M -$4.1M -46,835 -34%
Jane Street
29
Jane Street
New York
$7.42M +$1.75M +20,043 +31%
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$7.33M +$3.6M +41,152 +97%
Millennium Management
31
Millennium Management
New York
$7.14M -$10.9M -124,035 -60%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.9M +$315K +3,593 +5%
WT
33
Whittier Trust
California
$6.84M +$336K +3,841 +5%
ProShare Advisors
34
ProShare Advisors
Maryland
$6.7M -$1.28M -14,605 -16%
Swiss National Bank
35
Swiss National Bank
Switzerland
$6.48M
EP
36
Edgestream Partners
New Jersey
$5.93M +$5.65M +64,554 +2,055%
ACA
37
Aptus Capital Advisors
Alabama
$4.91M +$972K +11,103 +25%
LPL Financial
38
LPL Financial
California
$4.82M +$532K +6,074 +12%
UBS Group
39
UBS Group
Switzerland
$4.65M -$619K -7,068 -12%
UBS AM
40
UBS AM
Illinois
$4.53M +$1.4M +16,009 +45%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$4.36M +$106K +1,210 +2%
LSV Asset Management
42
LSV Asset Management
Illinois
$4.2M -$3.59M -41,000 -46%
AllianceBernstein
43
AllianceBernstein
Tennessee
$4.09M -$97.6K -1,115 -2%
Citadel Advisors
44
Citadel Advisors
Florida
$4.02M -$15M -171,034 -79%
First Manhattan
45
First Manhattan
New York
$4M -$236K -2,700 -6%
Wells Fargo
46
Wells Fargo
California
$3.96M +$274K +3,134 +7%
Prudential Financial
47
Prudential Financial
New Jersey
$3.92M -$175K -2,001 -4%
Squarepoint
48
Squarepoint
New York
$3.82M +$2.16M +24,635 +130%
Canada Life
49
Canada Life
Manitoba, Canada
$3.76M +$597K +6,822 +19%
WTC
50
WhitTier Trust Company
Nevada
$3.58M +$131K +1,499 +4%

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.