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Otter Tail
OTTR

Overview Fund Activity

197 hedge funds and large institutions have $1.09B invested in Otter Tail in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 7 closing their positions.

Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
56
Reduced
58
Closed
7
Calls
$490K
Puts
$14K
Net Calls
+$476K
Net Calls Change
-$144K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$30.5M
2
DZ Bank
2
DZ Bank
Germany
$16.3M
3
PPA
3
Parametric Portfolio Associates
Washington
$6.93M
4
Millennium Management
4
Millennium Management
New York
$10.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$239M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$65.4M
2
BlackRock
2
BlackRock
New York
$162M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.35M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$12.3M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$9.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
151
Hussman Strategic Advisors
Maryland
$112K -$168K -3,000 -60%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$86K +$37K +661 +76%
JFA
153
JNBA Financial Advisors
Minnesota
$79K – – –
GWM
154
Geneos Wealth Management
Colorado
$70K – – –
TFS
155
TrustCore Financial Services
Tennessee
$63K -$44.4K -800 -41%
BWM
156
BerganKDV Wealth Management
Minnesota
$61K +$5.04K +90 +9%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$56K +$167 +3 +0.3%
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$53K -$8.37K -150 -14%
TRCT
159
Tower Research Capital (TRC)
New York
$50K -$59.5K -1,079 -54%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$49K -$1.22K -22 -2%
SWM
161
Spire Wealth Management
Virginia
$44K +$4.93K +88 +13%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$39K – – –
OIA
163
Optimum Investment Advisors
Illinois
$34K – – –
SIS
164
Sound Income Strategies
Florida
$28K – – –
CBT
165
CoreFirst Bank & Trust
Kansas
$28K – – –
Macquarie Group
166
Macquarie Group
Australia
$21K – – –
TWM
167
Tradition Wealth Management
Minnesota
$19K – – –
WFA
168
West Financial Advisors
Iowa
$19K – – –
AF
169
Allworth Financial
California
$19K +$12.4K +224 +187%
S
170
SignatureFD
Georgia
$19K +$14K +245 +278%
EWM
171
Edge Wealth Management
New York
$18K – – –
MAM
172
Meeder Asset Management
Ohio
$18K +$18K +330 New
Russell Investments Group
173
Russell Investments Group
United Kingdom
$17K -$1.06M -19,343 -98%
PA
174
Parallel Advisors
California
$17K -$5.43K -99 -24%
CAGAS
175
Capital Advisory Group Advisory Services
Minnesota
$17K – – –
5 6
7
8 9