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Otter Tail
OTTR

304 hedge funds and large institutions have $2.11B invested in Otter Tail in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.13M

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

3% more funds holding

Funds holding: 296 → 304 (+8)

4% less capital invested

Capital invested by funds: $2.2B → $2.11B (-$83.6M)

3.14% less ownership

Funds ownership: 61.98% → 58.85% (-3.1%)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 114

Holders
304
Holders Change
+8
Holders Change %
+2.7%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
85
Reduced
114
Closed
32
Calls
$1.95M
Puts
$1.13M
Net Calls
+$820K
Net Calls Change
-$30K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$17.2M
2
Millennium Management
Millennium Management
New York
+$13M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.87M
4
WAM
Weiss Asset Management
Massachusetts
+$6.44M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$64.6M
2
Morgan Stanley
Morgan Stanley
New York
-$38.6M
3
N
Nuveen
North Carolina
-$14.2M
4
LSV Asset Management
LSV Asset Management
Illinois
-$8.24M
5
Victory Capital Management
Victory Capital Management
Texas
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
101
Catalyst Funds Management
Australia
$1.19M +$1.2M +13,800 New
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$1.18M – – –
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$1.17M -$139K -1,601 -11%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.16M -$267K -3,070 -19%
NRD
105
Nebula Research & Development
New York
$1.14M +$1.15M +13,175 New
AB
106
Amalgamated Bank
New York
$1.13M -$326K -3,751 -22%
AA
107
ALPS Advisors
Colorado
$1.12M +$111K +1,273 +11%
VIP
108
Vista Investment Partners
Oklahoma
$1.09M +$173K +1,993 +19%
Truist Financial
109
Truist Financial
North Carolina
$1.05M +$9.56K +110 +0.9%
RWM
110
RBA Wealth Management
California
$1.04M -$1.04M -11,952 -50%
NSEDCP
111
NJ State Employees Deferred Compensation Plan
New Jersey
$1.04M – – –
JCIA
112
Jackson Creek Investment Advisors
Colorado
$1.02M -$1.91K -22 -0.2%
NA
113
NewEdge Advisors
Louisiana
$1.01M -$259K -2,983 -20%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$1M -$702K -8,073 -41%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$961K -$93.6K -1,077 -9%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$939K +$98K +1,127 +12%
ASRS
117
Arizona State Retirement System
Arizona
$891K -$15.4K -177 -2%
KAS
118
Kestra Advisory Services
Texas
$864K -$44.9K -516 -5%
FM
119
Foster & Motley
Ohio
$839K -$12.3K -142 -1%
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
$816K -$1.9M -21,860 -70%
BBNA
121
Bremer Bank National Association
Minnesota
$811K +$517K +5,949 +173%
WB
122
WesBanco Bank
West Virginia
$801K +$806K +9,273 New
AGM
123
Alpine Global Management
New York
$791K +$795K +9,150 New
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$778K +$608 +7 +0.1%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$757K -$118K -1,361 -13%
3 4
5
6 7

OTTR Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2024, worth a combined $2.11B — down 3.8% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OTTR positions and 32 closed out — a net gain of 9 holders — while 85 added to existing stakes and 114 trimmed.

The largest buyer was Vanguard Group, adding an estimated $17.2M. The largest seller was First Trust Advisors, cutting an estimated $64.6M.

  • 304 institutional investors held Otter Tail (OTTR) as of Q1 2024, up from 296 in Q4 2023.
  • Funds reported $2.11B of Otter Tail stock for Q1 2024, down 3.8% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q1 2024 and 32 closed out, a net change of +9 holders.
  • The largest Otter Tail buyer in Q1 2024 was Vanguard Group, an estimated $17.2M added.
  • The largest Otter Tail seller in Q1 2024 was First Trust Advisors, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2024.