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Otter Tail
OTTR

Overview Fund Activity

265 hedge funds and large institutions have $1.26B invested in Otter Tail in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
95
Reduced
69
Closed
26
Calls
$1.98M
Puts
$6.31M
Net Calls
-$4.34M
Net Calls Change
-$6.18M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$288M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$11.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$6.69M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.94M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$8.83M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$9.5M
2
BlackRock
2
BlackRock
New York
$180M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.86M
5
IA
5
Icon Advisers
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
151
Lewis Capital Management
California
$335K – – –
DT
152
Diversified Trust
Tennessee
$328K – – –
Neuberger Berman Group
153
Neuberger Berman Group
New York
$328K +$328K +5,324 New
Wellington Management Group
154
Wellington Management Group
Massachusetts
$326K – – –
Balyasny Asset Management
155
Balyasny Asset Management
Illinois
$321K +$321K +5,214 New
PAG
156
Private Advisor Group
New Jersey
$317K -$2.58K -42 -0.8%
HI
157
Hendershot Investments
Virginia
$308K – – –
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$296K +$296K +4,811 New
Creative Planning
159
Creative Planning
Kansas
$290K +$21.5K +349 +8%
TPM
160
Triasima Portfolio Management
Quebec, Canada
$290K +$290K +4,710 New
ProShare Advisors
161
ProShare Advisors
Maryland
$279K -$5.35K -87 -2%
CAN
162
Cetera Advisor Networks
California
$277K -$10.6K -173 -4%
TRCT
163
Tower Research Capital (TRC)
New York
$276K +$184K +2,991 +201%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$271K +$4.38K +71 +2%
TWC
165
TD Waterhouse Canada
Ontario, Canada
$265K +$265K +3,009 New
Mariner
166
Mariner
Kansas
$256K +$256K +4,160 New
AI
167
Accredited Investors
Minnesota
$253K +$1.35K +22 +0.5%
BBNA
168
Bremer Bank National Association
Minnesota
$252K +$64.2K +1,045 +34%
SS
169
Simplicity Solutions
Minnesota
$249K +$17.8K +290 +8%
JIR
170
James Investment Research
Ohio
$248K – – –
WAM
171
Watershed Asset Management
California
$247K -$5.28K -86 -2%
CCP
172
Corient Capital Partners
California
$246K – – –
AF
173
Alerus Financial
North Dakota
$245K -$2.4K -39 -1%
VBFP
174
Valtinson Bruner Financial Planning
Minnesota
$241K -$676 -11 -0.3%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$241K +$241K +3,918 New
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