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Otter Tail

328 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

51% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.02M

23% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 97

4% more funds holding

Funds holding: 315328 (+13)

3.94% more ownership

Funds ownership: 59%62.94% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$107M)

Holders
328
Holders Change
+13
Holders Change %
+4.13%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
119
Reduced
97
Closed
30
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
126
Amalgamated Bank
New York
$963K -$38.1K -440 -3%
AAM
127
Advisors Asset Management
Colorado
$961K +$261K +3,012 +32%
DTL
128
Dynamic Technology Lab
Singapore
$955K +$746K +8,624 +240%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$947K
NSEDCP
130
NJ State Employees Deferred Compensation Plan
New Jersey
$938K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$911K -$50.7K -586 -5%
Two Sigma Advisers
132
Two Sigma Advisers
New York
$899K +$260K +3,000 +35%
VI
133
Versor Investments
New York
$899K +$372K +4,300 +60%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$878K +$25.9K +299 +3%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$864K -$1.45M -16,794 -60%
GC
136
Guggenheim Capital
Illinois
$858K -$216K -2,496 -19%
ASRS
137
Arizona State Retirement System
Arizona
$847K +$27K +312 +3%
NA
138
NewEdge Advisors
Louisiana
$824K -$16.9K -195 -2%
VIP
139
Vista Investment Partners
Oklahoma
$821K -$183K -2,112 -17%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$768K -$26K -300 -3%
EGM
141
Engineers Gate Manager
New York
$758K +$839K +9,693 New
FM
142
Foster & Motley
Ohio
$752K -$20.5K -237 -2%
KAS
143
Kestra Advisory Services
Texas
$718K -$80.1K -925 -9%
CC
144
Centiva Capital
New York
$718K +$795K +9,185 New
CG
145
Cynosure Group
Utah
$715K +$418K +4,829 +112%
VF
146
Virtu Financial
New York
$711K +$787K +9,097 New
SPA
147
Sherbrooke Park Advisers
New York
$711K +$787K +9,094 New
BF
148
BOK Financial
Oklahoma
$703K +$475K +5,483 +151%
SCM
149
Sterling Capital Management
North Carolina
$702K +$778K +8,987 New
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$700K +$212K +2,444 +38%

OTTR Hedge Fund Activity: Q3 2024 in Review

328 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2024, worth a combined $2.04B — down 5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OTTR positions and 30 closed out — a net gain of 16 holders — while 119 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.3M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 328 institutional investors held Otter Tail (OTTR) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.04B of Otter Tail stock for Q3 2024, down 5% quarter-over-quarter.
  • 46 funds opened new Otter Tail positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q3 2024 was Millennium Management, an estimated $24.3M added.
  • The largest Otter Tail seller in Q3 2024 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2024.