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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
Financial Engines Advisors
76
Financial Engines Advisors
California
$1.95M +$1.95M +22,280 New
State of New Jersey Common Pension Fund D
77
State of New Jersey Common Pension Fund D
New Jersey
$1.89M -$903K -10,316 -32%
Osaic Holdings
78
Osaic Holdings
Arizona
$1.86M -$216K -2,464 -10%
Mirae Asset Global ETFs Holdings
79
Mirae Asset Global ETFs Holdings
Hong Kong
$1.85M +$1.85M +21,151 New
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$1.85M +$23.2K +265 +1%
WAM
81
Weiss Asset Management
Massachusetts
$1.85M -$4.64M -52,970 -72%
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$1.84M +$26.3K +300 +1%
American Century Companies
83
American Century Companies
Missouri
$1.8M +$253K +2,890 +16%
VA
84
Vident Advisory
Georgia
$1.73M -$24.5K -280 -1%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.73M
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$1.66M -$43.8K -500 -3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$1.66M -$427K -4,874 -20%
FFN
88
Focus Financial Network
Minnesota
$1.65M -$39.4K -450 -2%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$1.52M +$23.4K +267 +2%
YCM
90
Yousif Capital Management
Michigan
$1.47M -$182K -2,081 -11%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$1.47M +$6.3K +72 +0.4%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$1.44M +$114K +1,299 +9%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$1.38M -$1.31M -14,962 -49%
RJA
94
Raymond James & Associates
Florida
$1.37M -$560K -6,391 -29%
Barclays
95
Barclays
United Kingdom
$1.34M -$1.86M -21,193 -58%
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$1.28M
AQR Capital Management
97
AQR Capital Management
Connecticut
$1.28M +$681K +7,779 +114%
MSRPS
98
Maryland State Retirement & Pension System
Maryland
$1.28M -$39.5K -451 -3%
AA
99
ALPS Advisors
Colorado
$1.26M +$127K +1,456 +11%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$1.25M +$860K +9,821 +223%

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.