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Otter Tail

315 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$1.22M -$60.5K -691 -5%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.21M +$25.7K +294 +2%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$1.19M
GC
104
Guggenheim Capital
Illinois
$1.18M +$877K +10,015 +290%
Mackenzie Financial
105
Mackenzie Financial
Ontario, Canada
$1.17M +$339K +3,872 +41%
AB
106
Amalgamated Bank
New York
$1.12M -$31.1K -355 -3%
VIP
107
Vista Investment Partners
Oklahoma
$1.11M +$1.4K +16 +0.1%
DM
108
Deerfield Management
New York
$1.1M +$1.1M +12,607 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$1.07M -$117K -1,336 -10%
Truist Financial
110
Truist Financial
North Carolina
$1.07M +$963 +11 +0.1%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$1.06M -$2.55M -29,077 -71%
NSEDCP
112
NJ State Employees Deferred Compensation Plan
New Jersey
$1.05M
JCIA
113
Jackson Creek Investment Advisors
Colorado
$1.03M -$1.66K -19 -0.2%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$965K +$7.79K +89 +0.8%
NA
115
NewEdge Advisors
Louisiana
$940K -$82K -937 -8%
A
116
AlphaQuest
New York
$940K +$939K +10,729 +178,817%
HA
117
Heartland Advisors
Wisconsin
$935K +$935K +10,679 New
ASRS
118
Arizona State Retirement System
Arizona
$922K +$18.2K +208 +2%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$887K -$87.6K -1,000 -9%
KAS
120
Kestra Advisory Services
Texas
$886K +$9.54K +109 +1%
UM
121
UniSuper Management
Australia
$881K +$175K +2,000 +25%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$878K +$878K +10,029 New
ZP
123
Zimmer Partners
New York
$876K +$876K +10,000 New
RWM
124
RBA Wealth Management
California
$866K -$190K -2,171 -18%
FM
125
Foster & Motley
Ohio
$863K +$13K +149 +2%

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.