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Otter Tail
OTTR

Overview Fund Activity

248 hedge funds and large institutions have $1.13B invested in Otter Tail in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-17
Holders Change %
-6.42%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
85
Closed
48
Calls
$2.11M
Puts
$10.3M
Net Calls
-$8.19M
Net Calls Change
-$3.85M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$75.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$288M
3
BlackRock
BlackRock
New York
$184M
4
Marshall Wace
Marshall Wace
United Kingdom
$8.11M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$3.89M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$9.79M
3
Victory Capital Management
Victory Capital Management
Texas
$2.96M
4
Renaissance Technologies
Renaissance Technologies
New York
$7.94M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
101
RBA Wealth Management
California
$676K +$456K +7,764 +207%
SEI Investments
102
SEI Investments
Pennsylvania
$669K -$477K -8,120 -42%
OQS
103
Occudo Quantitative Strategies
Florida
$668K +$668K +11,370 New
PI
104
Putnam Investments
Massachusetts
$663K -$352 -6 -0.1%
AIA
105
Affinity Investment Advisors
California
$659K +$5.28K +90 +0.8%
Barclays
106
Barclays
United Kingdom
$649K +$544K +9,250 +515%
ZCM
107
Zebra Capital Management
Connecticut
$630K -$30.3K -516 -5%
ASRS
108
Arizona State Retirement System
Arizona
$621K +$22.9K +390 +4%
FM
109
Foster & Motley
Ohio
$607K -$2.93K -50 -0.5%
Principal Financial Group
110
Principal Financial Group
Iowa
$594K -$98.9K -1,685 -14%
WB
111
WesBanco Bank
West Virginia
$544K +$544K +9,273 New
GC
112
Guggenheim Capital
Illinois
$544K -$3.35K -57 -0.6%
AA
113
ALPS Advisors
Colorado
$539K +$27.7K +471 +5%
NYLIM
114
New York Life Investment Management
New York
$533K +$57.2K +975 +12%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$526K +$23.1K +393 +5%
VIA
116
Virtus Investment Advisers
Connecticut
$516K – – –
EGM
117
Engineers Gate Manager
New York
$511K +$511K +8,696 New
KBC Group
118
KBC Group
Belgium
$503K -$96.3K -1,640 -16%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$493K +$493K +8,400 New
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$480K – – –
Franklin Resources
121
Franklin Resources
California
$463K +$91.2K +1,553 +24%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$444K +$137K +2,341 +45%
SFG
123
SNS Financial Group
Minnesota
$438K +$5.17K +88 +1%
FHB
124
First Hawaiian Bank
Hawaii
$429K – – –
DADC
125
D.A. Davidson & Co
Montana
$426K +$61.7K +1,050 +17%
3 4
5
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