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Otter Tail

328 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

51% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.02M

23% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 97

4% more funds holding

Funds holding: 315328 (+13)

3.94% more ownership

Funds ownership: 59%62.94% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$107M)

Holders
328
Holders Change
+13
Holders Change %
+4.13%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
119
Reduced
97
Closed
30
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Vident Advisory
Georgia
$2.35M +$894K +10,325 +52%
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$2.33M +$2.57M +29,689 New
JFG
78
Jefferies Financial Group
New York
$2.21M +$2.45M +28,300 New
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$2.16M -$280K -3,230 -10%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$2.08M +$480K +5,550 +26%
RA
81
Royce & Associates
New York
$2.02M +$234K +2,698 +12%
OFS
82
OneAscent Financial Services
Alabama
$1.94M +$2.14M +24,755 New
American Century Companies
83
American Century Companies
Missouri
$1.91M +$333K +3,845 +19%
IMRF
84
Illinois Municipal Retirement Fund
Illinois
$1.9M +$75.7K +875 +4%
Comerica Bank
85
Comerica Bank
Texas
$1.89M -$46.8K -541 -2%
MIM
86
MetLife Investment Management
New Jersey
$1.87M
SOADOR
87
State of Alaska Department of Revenue
Alaska
$1.86M -$58.9K -680 -3%
CF
88
Corebridge Financial
Texas
$1.86M -$21.8K -252 -1%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$1.83M +$83.6K +966 +4%
Financial Engines Advisors
90
Financial Engines Advisors
California
$1.81M +$79.8K +922 +4%
Mirae Asset Global ETFs Holdings
91
Mirae Asset Global ETFs Holdings
Hong Kong
$1.77M +$131K +1,515 +7%
DM
92
Deerfield Management
New York
$1.75M +$852K +9,845 +78%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$1.68M
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$1.65M +$123K +1,424 +7%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.62M +$1.1M +12,703 +159%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$1.61M +$631K +7,291 +55%
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$1.58M -$69.2K -800 -4%
Osaic Holdings
98
Osaic Holdings
Arizona
$1.54M -$129K -1,493 -7%
GCP
99
GSA Capital Partners
United Kingdom
$1.49M +$1.22M +14,089 +285%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$1.47M -$5.63K -65 -0.3%

OTTR Hedge Fund Activity: Q3 2024 in Review

328 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2024, worth a combined $2.04B — down 5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OTTR positions and 30 closed out — a net gain of 16 holders — while 119 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.3M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 328 institutional investors held Otter Tail (OTTR) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.04B of Otter Tail stock for Q3 2024, down 5% quarter-over-quarter.
  • 46 funds opened new Otter Tail positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q3 2024 was Millennium Management, an estimated $24.3M added.
  • The largest Otter Tail seller in Q3 2024 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2024.