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Otter Tail
OTTR

Overview Fund Activity

248 hedge funds and large institutions have $1.13B invested in Otter Tail in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-17
Holders Change %
-6.42%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
85
Closed
48
Calls
$2.11M
Puts
$10.3M
Net Calls
-$8.19M
Net Calls Change
-$3.85M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$75.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$288M
3
BlackRock
BlackRock
New York
$184M
4
Marshall Wace
Marshall Wace
United Kingdom
$8.11M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$3.89M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$9.79M
3
Victory Capital Management
Victory Capital Management
Texas
$2.96M
4
Renaissance Technologies
Renaissance Technologies
New York
$7.94M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
126
Westwood Holdings Group
Texas
$426K +$426K +7,258 New
TCWM
127
Total Clarity Wealth Management
Illinois
$419K +$419K +7,144 New
BB
128
Bell Bank
North Dakota
$416K – – –
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$413K -$27.6K -470 -6%
ISB
130
Iowa State Bank
Iowa
$399K – – –
PAMS
131
Pictet Asset Management (Switzerland)
Switzerland
$399K +$399K +6,801 New
Lazard Asset Management
132
Lazard Asset Management
New York
$394K -$4.54M -77,582 -92%
VBFP
133
Valtinson Bruner Financial Planning
Minnesota
$388K +$148K +2,416 +62%
CAG
134
Csenge Advisory Group
Florida
$387K -$27.6K -470 -7%
Jane Street
135
Jane Street
New York
$370K -$469K -7,982 -56%
NPPM
136
North Point Portfolio Managers
Ohio
$358K – – –
QT
137
Quantbot Technologies
New York
$358K -$224K -3,817 -39%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$357K +$14.4K +246 +4%
CCM
139
Coldstream Capital Management
Washington
$354K +$354K +6,033 New
JIR
140
James Investment Research
Ohio
$351K +$114K +1,947 +48%
AB
141
Amalgamated Bank
New York
$350K +$2.41K +41 +0.7%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$340K – – –
LCM
143
Lewis Capital Management
California
$320K – – –
DT
144
Diversified Trust
Tennessee
$313K – – –
DWT
145
Dorsey & Whitney Trust
South Dakota
$312K +$312K +5,310 New
ProShare Advisors
146
ProShare Advisors
Maryland
$311K +$44.6K +759 +17%
Neuberger Berman Group
147
Neuberger Berman Group
New York
$311K -$2.06K -35 -0.7%
OCG
148
Opus Capital Group
Ohio
$309K +$309K +5,266 New
HI
149
Hendershot Investments
Virginia
$294K – – –
YIH
150
Y-Intercept (HK)
Hong Kong
$293K -$110K -1,876 -27%
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6
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