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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
Wells Fargo
51
Wells Fargo
California
$3.85M +$496K +6,331 +14%
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$3.54M +$1.13M +14,465 +43%
AllianceBernstein
53
AllianceBernstein
Tennessee
$3.52M +$89.3K +1,140 +2%
Man Group
54
Man Group
United Kingdom
$3.47M +$3.23M +41,201 +710%
Prudential Financial
55
Prudential Financial
New Jersey
$3.42M -$51.3K -655 -2%
UBS AM
56
UBS AM
Illinois
$3.37M +$83.6K +1,067 +2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$3.28M
First Manhattan
58
First Manhattan
New York
$3.28M -$164K -2,100 -5%
WTC
59
WhitTier Trust Company
Nevada
$3.24M +$139K +1,774 +4%
JFG
60
Jefferies Financial Group
New York
$3M +$965K +12,318 +44%
PIP
61
Palisades Investment Partners
California
$2.98M -$59.8K -764 -2%
Canada Life
62
Canada Life
Manitoba, Canada
$2.97M
Renaissance Technologies
63
Renaissance Technologies
New York
$2.9M -$1.56M -19,975 -34%
JAM
64
Jupiter Asset Management
United Kingdom
$2.83M +$3.01M +38,390 New
BCM
65
Bridgeway Capital Management
Texas
$2.81M
MAM
66
Martingale Asset Management
Massachusetts
$2.79M +$438K +5,599 +17%
Deutsche Bank
67
Deutsche Bank
Germany
$2.76M +$527K +6,725 +22%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$2.71M +$233K +2,970 +9%
Raymond James Financial
69
Raymond James Financial
Florida
$2.67M +$2.83M +36,182 New
BEI
70
Benjamin Edwards Inc
Missouri
$2.66M +$54.3K +694 +2%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.62M -$30.4K -388 -1%
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$2.54M +$606K +7,740 +29%
Verition Fund Management
73
Verition Fund Management
Connecticut
$2.45M +$2.26M +28,886 +681%
US Bancorp
74
US Bancorp
Minnesota
$2.42M +$30.9K +395 +1%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$2.39M -$40.4K -516 -2%

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.