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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 %
RWM
76
RBA Wealth Management
California
$2.04M +$49.7K +585 +2%
Franklin Resources
77
Franklin Resources
California
$1.92M -$46.4K -546 -2%
AIG
78
American International Group
New York
$1.91M -$16.1K -189 -0.8%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$1.91M – – –
RJA
80
Raymond James & Associates
Florida
$1.88M +$172K +2,025 +10%
MIM
81
MetLife Investment Management
New Jersey
$1.83M – – –
YCM
82
Yousif Capital Management
Michigan
$1.82M +$63.1K +743 +4%
JFG
83
Jefferies Financial Group
New York
$1.8M +$1.8M +21,218 New
LSERS
84
Louisiana State Employees Retirement System
Louisiana
$1.78M -$25.5K -300 -1%
BEI
85
Benjamin Edwards Inc
Missouri
$1.77M -$2.63K -31 -0.1%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$1.74M -$81.2K -955 -4%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$1.68M -$8.5K -100 -0.5%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$1.67M +$758K +8,921 +83%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$1.64M -$1.19M -14,020 -42%
FFN
90
Focus Financial Network
Minnesota
$1.63M +$78.1K +919 +5%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$1.61M +$93.2K +1,097 +6%
American Century Companies
92
American Century Companies
Missouri
$1.57M -$521K -6,127 -25%
VA
93
Vident Advisory
Georgia
$1.57M -$24K -283 -2%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$1.53M +$1.53M +18,000 New
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$1.45M +$1.87K +22 +0.1%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$890K +10,469 +161%
AB
97
Amalgamated Bank
New York
$1.43M -$42.1K -495 -3%
GAM
98
Gotham Asset Management
New York
$1.43M +$146K +1,716 +11%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$1.41M -$132K -1,549 -9%
HF
100
HRT Financial
New York
$1.38M +$105K +1,231 +8%
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