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Otter Tail

324 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
ALPS Advisors
Colorado
$1.56M +$191K +2,436 +13%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$1.49M
NRD
103
Nebula Research & Development
New York
$1.46M +$130K +1,661 +9%
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$1.44M +$185K +2,367 +14%
ACM
105
Aquatic Capital Management
Illinois
$1.38M +$214K +2,735 +17%
Jane Street
106
Jane Street
New York
$1.37M -$4.81M -61,426 -77%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$1.36M +$1.45M +18,479 New
GCP
108
GSA Capital Partners
United Kingdom
$1.36M -$48.2K -615 -3%
AQR Capital Management
109
AQR Capital Management
Connecticut
$1.32M +$101K +1,292 +8%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.31M +$128K +1,635 +10%
FFN
111
Focus Financial Network
Minnesota
$1.3M +$4.54K +58 +0.3%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$1.29M +$33.6K +429 +3%
NA
113
NewEdge Advisors
Louisiana
$1.27M +$521K +6,649 +63%
IIM
114
INTECH Investment Management
Florida
$1.24M +$633K +8,088 +93%
JGUA
115
John G. Ullman & Associates
New York
$1.19M +$1.01M +12,850 +402%
YCM
116
Yousif Capital Management
Michigan
$1.17M -$33.2K -424 -3%
American Century Companies
117
American Century Companies
Missouri
$1.1M -$748K -9,547 -39%
JCIA
118
Jackson Creek Investment Advisors
Colorado
$1.08M -$35.9K -459 -3%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$1.08M
New York State Teachers Retirement System (NYSTRS)
120
New York State Teachers Retirement System (NYSTRS)
New York
$1.08M -$313K -4,003 -21%
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$1.04M -$8.38K -107 -0.8%
WG
122
Winton Group
United Kingdom
$1.03M +$36.5K +466 +3%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.03M +$39.7K +507 +4%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$1M
NSIM
125
North Star Investment Management
Illinois
$1M +$235 +3 +0%

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.