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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
BlackRock
New York
$559M
4
Federated Hermes
Federated Hermes
Pennsylvania
$12.2M
5
BCM
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$765K -$1.6M -18,885 -68%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$739K -$33.1K -390 -4%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$715K +$30.4K +358 +4%
AQR Capital Management
129
AQR Capital Management
Connecticut
$713K -$97K -1,141 -12%
NP
130
NorthRock Partners
Minnesota
$689K +$433K +5,090 +169%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$640K +$59K +694 +10%
SEI Investments
132
SEI Investments
Pennsylvania
$639K +$15.6K +184 +3%
SFG
133
SNS Financial Group
Minnesota
$634K – – –
MOACM
134
Mutual of America Capital Management
New York
$620K -$850 -10 -0.1%
Mariner
135
Mariner
Kansas
$612K +$5.01K +59 +0.8%
SPS
136
Susquehanna Portfolio Strategies
Pennsylvania
$605K +$605K +7,124 New
ISB
137
Iowa State Bank
Iowa
$577K – – –
TI
138
Trexquant Investment
Connecticut
$575K +$275K +3,232 +91%
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$574K -$73.2K -862 -11%
ETC
140
Exchange Traded Concepts
Oklahoma
$568K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$562K +$248K +2,916 +79%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$559K -$7.48K -88 -1%
CCM
143
Coldstream Capital Management
Washington
$544K -$10K -118 -2%
VBFP
144
Valtinson Bruner Financial Planning
Minnesota
$541K +$680 +8 +0.1%
HighTower Advisors
145
HighTower Advisors
Illinois
$532K +$28.6K +333 +6%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$531K +$36.6K +431 +7%
Connor, Clark & Lunn Investment Management (CC&L)
147
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$531K +$531K +6,245 New
DADC
148
D.A. Davidson & Co
Montana
$527K – – –
JIR
149
James Investment Research
Ohio
$508K – – –
QCM
150
QRG Capital Management
Illinois
$499K -$10.6K -125 -2%
4 5
6
7 8