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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
3
BlackRock
New York
$559M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$12.2M
5
BCM
5
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.34M +$180K +2,114 +16%
Man Group
102
Man Group
United Kingdom
$1.33M +$1.33M +15,651 New
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$1.31M +$123K +1,450 +10%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$1.29M -$121K -1,427 -9%
MSRPS
105
Maryland State Retirement & Pension System
Maryland
$1.29M -$17.2K -203 -1%
TRCT
106
Tower Research Capital (TRC)
New York
$1.28M +$917K +10,793 +251%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.27M +$1.27M +15,000 New
NA
108
NewEdge Advisors
Louisiana
$1.25M +$38.8K +457 +3%
NSIM
109
North Star Investment Management
Illinois
$1.24M -$8.75K -103 -0.7%
Allspring Global Investments
110
Allspring Global Investments
North Carolina
$1.21M +$595 +7 +0%
JF
111
Jump Financial
Illinois
$1.17M +$388K +4,565 +50%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16M – – –
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$1.11M -$73.1K -860 -6%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$1.04M -$17K -200 -2%
Truist Financial
115
Truist Financial
North Carolina
$1.03M -$17.5K -206 -2%
NSEDCP
116
NJ State Employees Deferred Compensation Plan
New Jersey
$1.02M – – –
JCIA
117
Jackson Creek Investment Advisors
Colorado
$1M -$595 -7 -0.1%
AA
118
ALPS Advisors
Colorado
$992K +$63.5K +747 +7%
VIP
119
Vista Investment Partners
Oklahoma
$901K +$901K +10,607 New
KAS
120
Kestra Advisory Services
Texas
$894K -$138K -1,627 -13%
ASRS
121
Arizona State Retirement System
Arizona
$892K -$16.5K -194 -2%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$860K -$8.41K -99 -1%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$853K +$28.3K +323 +3%
FM
124
Foster & Motley
Ohio
$837K -$17.1K -201 -2%
OQS
125
Occudo Quantitative Strategies
Florida
$791K +$494K +5,815 +166%
3 4
5
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