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Otter Tail
OTTR

Overview Fund Activity

275 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 22 closing their positions.

Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
3
Bank of America
North Carolina
$9.18M
4
Squarepoint
4
Squarepoint
New York
$2.89M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
3
BlackRock
New York
$488M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$70M
5
GF
5
Gabelli Funds
New York
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
101
Millennium Management
New York
$1.16M 15,345 +6,979 +83%
GAM
102
Gotham Asset Management
New York
$1.15M 15,116 +2,287 +18%
HF
103
HRT Financial
New York
$1.14M 14,996 +14,996 New
NSIM
104
North Star Investment Management
Illinois
$1.11M 14,665 -10,477 -42%
Man Group
105
Man Group
United Kingdom
– – -16,950 Closed
NA
106
NewEdge Advisors
Louisiana
$1.08M 14,200 -439 -3%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$1.08M 14,182 -4,732 -25%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$1.06M 13,950 +2,750 +25%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$1.06M 13,926 +3,463 +33%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$1.03M 13,618 – –
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$1.03M 13,607 -427 -3%
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$941K 12,400 -600 -5%
Truist Financial
113
Truist Financial
North Carolina
$933K 12,295 -1,975 -14%
KAS
114
Kestra Advisory Services
Texas
$922K 12,147 -8,437 -41%
NSEDCP
115
NJ State Employees Deferred Compensation Plan
New Jersey
$911K 12,000 – –
JCIA
116
Jackson Creek Investment Advisors
Colorado
$896K 11,802 -10 -0.1%
AA
117
ALPS Advisors
Colorado
$829K 10,923 -1,547 -12%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$818K 10,776 +4,976 +86%
ASRS
119
Arizona State Retirement System
Arizona
$811K 10,688 +150 +1%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$776K 10,224 -4,281 -30%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$773K 9,403 -6,424 -41%
FM
122
Foster & Motley
Ohio
$763K 10,049 -112 -1%
AIA
123
Affinity Investment Advisors
California
$740K 9,742 -1,351 -12%
AQR Capital Management
124
AQR Capital Management
Connecticut
$724K 9,535 -235 -2%
PMEF
125
Point72 Middle East FZE
United Arab Emirates
$716K 9,429 +9,429 New
3 4
5
6 7