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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
VA
76
Vident Advisory
Georgia
$2.37M +$156K +1,995 +7%
Holocene Advisors
77
Holocene Advisors
New York
$2.21M +$1.25M +15,921 +114%
SSA
78
Schonfeld Strategic Advisors
New York
$2.2M -$60K -766 -3%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$2.11M -$86.1K -1,100 -4%
RA
80
Royce & Associates
New York
$2.11M +$215K +2,751 +11%
Mariner
81
Mariner
Kansas
$2.06M +$1.72M +21,932 +371%
Franklin Resources
82
Franklin Resources
California
$2.01M -$571K -7,292 -21%
SBH
83
Segall Bryant & Hamill
Illinois
$1.96M -$879K -11,226 -30%
State of New Jersey Common Pension Fund D
84
State of New Jersey Common Pension Fund D
New Jersey
$1.94M +$368K +4,695 +22%
HF
85
HRT Financial
New York
$1.9M -$774K -9,887 -28%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$1.86M +$133K +1,695 +7%
MIM
87
MetLife Investment Management
New Jersey
$1.84M +$81.7K +1,043 +4%
OFS
88
OneAscent Financial Services
Alabama
$1.82M -$5.79K -74 -0.3%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$1.8M -$258K -3,301 -12%
Comerica Bank
90
Comerica Bank
Texas
$1.76M -$25.2K -322 -1%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$1.75M -$11.1K -142 -0.6%
Mirae Asset Global ETFs Holdings
92
Mirae Asset Global ETFs Holdings
Hong Kong
$1.74M +$68.8K +878 +4%
Connor, Clark & Lunn Investment Management (CC&L)
93
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.71M +$192K +2,446 +12%
IMRF
94
Illinois Municipal Retirement Fund
Illinois
$1.69M -$105K -1,343 -6%
Financial Engines Advisors
95
Financial Engines Advisors
California
$1.67M -$45K -575 -2%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$1.65M +$90.8K +1,160 +5%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$1.64M +$283K +3,618 +20%
CF
98
Corebridge Financial
Texas
$1.63M -$135K -1,721 -7%
Osaic Holdings
99
Osaic Holdings
Arizona
$1.61M +$160K +2,046 +10%
QT
100
Quantbot Technologies
New York
$1.6M +$350K +4,464 +26%

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.