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Otter Tail

315 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
126
Catalyst Funds Management
Australia
$815K -$394K -4,500 -33%
AAM
127
Advisors Asset Management
Colorado
$814K +$102K +1,170 +14%
WB
128
WesBanco Bank
West Virginia
$812K
ACM
129
Aquatic Capital Management
Illinois
$806K +$508K +5,800 +171%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$789K +$175 +2 +0%
TD Asset Management
131
TD Asset Management
Ontario, Canada
$762K +$219K +2,500 +40%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$745K +$236K +2,700 +47%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$737K
BBNA
134
Bremer Bank National Association
Minnesota
$734K -$87.6K -1,000 -11%
NP
135
NorthRock Partners
Minnesota
$715K +$5.08K +58 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
136
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$701K -$1.58K -18 -0.2%
Allspring Global Investments
137
Allspring Global Investments
North Carolina
$699K +$32.7K +373 +5%
JIR
138
James Investment Research
Ohio
$686K +$162K +1,851 +31%
SA
139
Sanctuary Advisors
Indiana
$681K +$705K +8,053 New
HSBC Holdings
140
HSBC Holdings
United Kingdom
$678K +$67.1K +766 +11%
GAM
141
Gotham Asset Management
New York
$675K +$18.2K +208 +3%
Neuberger Berman Group
142
Neuberger Berman Group
New York
$675K +$104K +1,185 +18%
SFG
143
SNS Financial Group
Minnesota
$653K
VI
144
Versor Investments
New York
$631K +$630K +7,200 New
HighTower Advisors
145
HighTower Advisors
Illinois
$630K +$295K +3,367 +88%
SC
146
Savant Capital
Illinois
$627K +$627K +7,161 New
SEI Investments
147
SEI Investments
Pennsylvania
$623K +$61.4K +701 +11%
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$612K +$612K +6,989 New
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$605K -$72.5K -828 -11%
MOACM
150
Mutual of America Capital Management
New York
$602K -$27.4K -313 -4%

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.