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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
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$11.4M -$1.66M -21,180 -12%
WAM
27
Weiss Asset Management
Massachusetts
$10.7M +$11.3M +144,291 New
Ameriprise
28
Ameriprise
Minnesota
$10.1M -$1.25K -16 -0%
BTC
29
Bank & Trust Company
Illinois
$9.26M -$127K -1,622 -1%
Victory Capital Management
30
Victory Capital Management
Texas
$8.51M +$3.42M +43,693 +61%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.39M -$1.42M -18,142 -14%
ProShare Advisors
32
ProShare Advisors
Maryland
$8.23M +$1.02M +13,086 +13%
Legal & General Group
33
Legal & General Group
United Kingdom
$8.16M -$3.29K -42 -0%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$8.03M +$235K +2,996 +3%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$7.9M -$1.46M -18,656 -15%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.69M +$1.21M +15,482 +17%
PFC
37
Phocas Financial Corp
California
$7.49M -$65.5K -836 -0.8%
TI
38
Trexquant Investment
Connecticut
$7.31M -$2.73M -34,899 -26%
Marshall Wace
39
Marshall Wace
United Kingdom
$6.41M -$1.5M -19,104 -18%
WT
40
Whittier Trust
California
$6.26M +$235K +3,001 +4%
EP
41
Edgestream Partners
New Jersey
$6.16M +$464K +5,926 +8%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$6.08M +$1.44M +18,426 +29%
ACA
43
Aptus Capital Advisors
Alabama
$5.86M +$1.14M +14,539 +22%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.85M +$151K +1,922 +2%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$5.68M +$6.02M +76,860 New
Barclays
46
Barclays
United Kingdom
$5.59M +$408K +5,211 +7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$5.46M +$39.2K +500 +0.7%
LPL Financial
48
LPL Financial
California
$4.42M +$144K +1,837 +3%
Citigroup
49
Citigroup
New York
$4.27M +$336K +4,291 +8%
BWS
50
Buck Wealth Strategies
Colorado
$3.98M +$4.22M +53,929 New

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.