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Otter Tail

324 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$963K +$58.2K +743 +6%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$936K -$357K -4,555 -26%
AB
128
Amalgamated Bank
New York
$911K +$1.72K +22 +0.2%
ECM
129
ExodusPoint Capital Management
New York
$889K -$4.26M -54,457 -82%
NSEDCP
130
NJ State Employees Deferred Compensation Plan
New Jersey
$886K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$885K +$25.4K +324 +3%
State Board of Administration of Florida Retirement System
132
State Board of Administration of Florida Retirement System
Florida
$849K -$48.5K -619 -5%
ASRS
133
Arizona State Retirement System
Arizona
$806K +$5.95K +76 +0.7%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$795K -$36.9K -471 -4%
A
135
AlphaQuest
New York
$794K -$131K -1,678 -14%
VIP
136
Vista Investment Partners
Oklahoma
$776K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$732K +$92K +1,175 +13%
ET
138
Entropy Technologies
New York
$727K +$102K +1,300 +15%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$725K
HSBC Holdings
140
HSBC Holdings
United Kingdom
$722K +$61.6K +787 +9%
SCM
141
Sterling Capital Management
North Carolina
$711K +$50.3K +642 +7%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$701K -$157K -2,000 -17%
FM
143
Foster & Motley
Ohio
$699K -$11.4K -145 -2%
KAS
144
Kestra Advisory Services
Texas
$671K -$7.44K -95 -1%
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$659K -$861 -11 -0.1%
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$659K -$2.58K -33 -0.4%
Two Sigma Investments
147
Two Sigma Investments
New York
$659K -$3.09M -39,400 -82%
PFSRSONJ
148
Police & Firemen's Retirement System of New Jersey
New Jersey
$650K +$690K +8,807 New
SA
149
Sanctuary Advisors
Indiana
$629K +$4.15K +53 +0.7%
NP
150
NorthRock Partners
Minnesota
$625K +$24.2K +309 +4%

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.