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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 %
ACA
51
Aptus Capital Advisors
Alabama
$3.41M -$37.7K -444 -1%
Wells Fargo
52
Wells Fargo
California
$3.37M +$186K +2,194 +6%
WTC
53
WhitTier Trust Company
Nevada
$3.18M +$148K +1,742 +5%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$3.16M -$84K -989 -3%
OFS
55
OneAscent Financial Services
Alabama
$3.13M +$3.13M +36,805 New
TPSF
56
Texas Permanent School Fund
Texas
$3.06M +$51.7K +608 +2%
UBS AM
57
UBS AM
Illinois
$3.03M – – –
MAM
58
Martingale Asset Management
Massachusetts
$2.97M -$371K -4,372 -11%
Canada Life
59
Canada Life
Manitoba, Canada
$2.85M -$189K -2,228 -6%
State of New Jersey Common Pension Fund D
60
State of New Jersey Common Pension Fund D
New Jersey
$2.85M +$312K +3,666 +12%
US Bancorp
61
US Bancorp
Minnesota
$2.71M -$119K -1,400 -4%
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
$2.66M -$67.6K -795 -2%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$2.46M +$82.6K +972 +3%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$2.38M +$159K +1,874 +7%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$2.38M +$73K +859 +3%
Cerity Partners
66
Cerity Partners
New York
$2.35M -$61.8K -727 -3%
Comerica Bank
67
Comerica Bank
Texas
$2.3M +$1.19K +14 +0.1%
Deutsche Bank
68
Deutsche Bank
Germany
$2.26M -$36K -424 -2%
ECM
69
ExodusPoint Capital Management
New York
$2.23M -$1.02M -12,039 -31%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$2.18M -$26.3K -309 -1%
CS
71
Credit Suisse
Switzerland
$2.09M -$134K -1,575 -6%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$2.08M -$103K -1,211 -5%
RA
73
Royce & Associates
New York
$2.07M +$739K +8,693 +55%
Osaic Holdings
74
Osaic Holdings
Arizona
$2.07M -$646K -7,603 -24%
IMRF
75
Illinois Municipal Retirement Fund
Illinois
$2.05M -$63.6K -748 -3%
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