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Otter Tail

260 hedge funds and large institutions have $1.99B invested in Otter Tail in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
79
Reduced
92
Closed
23
Calls
$2.42M
Puts
$7.14M
Net Calls
-$4.72M
Net Calls Change
-$6.72M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
126
SNS Financial Group
Minnesota
$589K
FHB
127
First Hawaiian Bank
Hawaii
$576K
SEI Investments
128
SEI Investments
Pennsylvania
$553K
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$544K -$27.2K -344 -5%
ISB
130
Iowa State Bank
Iowa
$537K
KPWS
131
Kestra Private Wealth Services
Texas
$517K +$395 +5 +0.1%
CCM
132
Coldstream Capital Management
Washington
$514K +$33.5K +424 +7%
CAG
133
Csenge Advisory Group
Florida
$510K -$33.1K -419 -6%
VBFP
134
Valtinson Bruner Financial Planning
Minnesota
$502K +$632 +8 +0.1%
PI
135
Putnam Investments
Massachusetts
$498K -$358K -4,535 -42%
DADC
136
D.A. Davidson & Co
Montana
$490K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$480K
State of Wisconsin Investment Board
138
State of Wisconsin Investment Board
Wisconsin
$479K +$106K +1,346 +29%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$477K +$96.3K +1,219 +25%
JIR
140
James Investment Research
Ohio
$472K
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$463K -$11.1K -140 -2%
PAMS
142
Pictet Asset Management (Switzerland)
Switzerland
$460K -$21.6K -273 -4%
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$458K +$458K +5,800 New
NYLIM
144
New York Life Investment Management
New York
$450K -$70.9K -898 -14%
LCM
145
Lewis Capital Management
California
$430K
IGWM
146
ICA Group Wealth Management
Colorado
$422K -$995K -12,607 -70%
Mariner
147
Mariner
Kansas
$421K +$141K +1,788 +50%
OCG
148
Opus Capital Group
Ohio
$416K
WG
149
Winton Group
United Kingdom
$410K -$762K -9,649 -65%
PAG
150
Private Advisor Group
New Jersey
$403K -$38K -481 -9%