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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
Marshall Wace
51
Marshall Wace
United Kingdom
$3.47M +$1.03M +11,814 +43%
TI
52
Trexquant Investment
Connecticut
$3.4M +$3.39M +38,766 New
PIP
53
Palisades Investment Partners
California
$3.38M +$3.38M +38,586 New
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$3.24M -$82.9K -947 -2%
Victory Capital Management
55
Victory Capital Management
Texas
$3.13M -$4.16M -47,493 -57%
BEI
56
Benjamin Edwards Inc
Missouri
$3.12M -$91.6K -1,046 -3%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$3.04M -$129K -1,473 -4%
Citigroup
58
Citigroup
New York
$2.99M -$235K -2,681 -7%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$2.94M +$1.92M +21,933 +189%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$2.88M +$294K +3,354 +11%
Franklin Resources
61
Franklin Resources
California
$2.87M +$585K +6,678 +26%
US Bancorp
62
US Bancorp
Minnesota
$2.84M +$59.5K +679 +2%
BCM
63
Bridgeway Capital Management
Texas
$2.72M +$2.71M +31,000 New
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$2.71M -$111K -1,270 -4%
MAM
65
Martingale Asset Management
Massachusetts
$2.63M
Two Sigma Investments
66
Two Sigma Investments
New York
$2.61M +$1.14M +12,985 +77%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$2.44M +$1.74M +19,884 +250%
Deutsche Bank
68
Deutsche Bank
Germany
$2.21M -$226K -2,577 -9%
Comerica Bank
69
Comerica Bank
Texas
$2.16M -$176K -2,005 -8%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$2.15M -$75.3K -860 -3%
CF
71
Corebridge Financial
Texas
$2.1M +$2.1M +24,014 New
MIM
72
MetLife Investment Management
New Jersey
$2.09M +$248K +2,837 +13%
IMRF
73
Illinois Municipal Retirement Fund
Illinois
$2.05M -$146K -1,673 -7%
RA
74
Royce & Associates
New York
$2.02M -$13K -149 -0.6%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$1.97M -$635K -7,253 -24%

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.