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Otter Tail
OTTR

Overview Fund Activity

275 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
3
Bank of America
North Carolina
$9.18M
4
Squarepoint
4
Squarepoint
New York
$2.89M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
3
BlackRock
New York
$488M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$70M
5
GF
5
Gabelli Funds
New York
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
126
WesBanco Bank
West Virginia
$704K – – –
JF
127
Jump Financial
Illinois
$698K +$698K +9,200 New
Baird Financial Group
128
Baird Financial Group
Wisconsin
$690K +$690K +9,087 New
GCP
129
GSA Capital Partners
United Kingdom
$661K +$661K +8,700 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$611K +$150K +1,970 +32%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$579K +$118K +1,557 +26%
SFG
132
SNS Financial Group
Minnesota
$566K – – –
SEI Investments
133
SEI Investments
Pennsylvania
$557K +$26K +342 +5%
MOACM
134
Mutual of America Capital Management
New York
$555K -$63.5K -836 -10%
Mariner
135
Mariner
Kansas
$542K +$137K +1,810 +34%
CAG
136
Csenge Advisory Group
Florida
$538K +$46.9K +618 +10%
Neuberger Berman Group
137
Neuberger Berman Group
New York
$532K +$270K +3,562 +103%
VIA
138
Virtus Investment Advisers
Connecticut
$530K -$114K -1,506 -18%
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$519K -$3.49K -46 -0.7%
ISB
140
Iowa State Bank
Iowa
$516K – – –
ETC
141
Exchange Traded Concepts
Oklahoma
$507K +$507K +6,681 New
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$506K +$47.5K +626 +10%
CCM
143
Coldstream Capital Management
Washington
$495K +$607 +8 +0.1%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$494K +$200K +2,634 +68%
VBFP
145
Valtinson Bruner Financial Planning
Minnesota
$482K – – –
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$477K -$143K -1,886 -23%
DADC
147
D.A. Davidson & Co
Montana
$471K – – –
Renaissance Technologies
148
Renaissance Technologies
New York
$456K -$1.48M -19,500 -76%
QCM
149
QRG Capital Management
Illinois
$456K +$456K +6,002 New
JIR
150
James Investment Research
Ohio
$454K – – –
4 5
6
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