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Otter Tail
OTTR

Overview Fund Activity

248 hedge funds and large institutions have $1.13B invested in Otter Tail in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-17
Holders Change %
-6.42%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
85
Closed
48
Calls
$2.11M
Puts
$10.3M
Net Calls
-$8.19M
Net Calls Change
-$3.85M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$75.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$288M
3
BlackRock
BlackRock
New York
$184M
4
Marshall Wace
Marshall Wace
United Kingdom
$8.11M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$3.89M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$9.79M
3
Victory Capital Management
Victory Capital Management
Texas
$2.96M
4
Renaissance Technologies
Renaissance Technologies
New York
$7.94M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$293K -$37.8K -643 -11%
CFGS
152
Concourse Financial Group Securities
Alabama
$287K -$97.8K -1,666 -25%
CCIA
153
Campbell & Co Investment Adviser
Maryland
$286K -$348K -5,932 -55%
IAIM
154
International Assets Investment Management
Florida
$286K +$286K +4,874 New
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$274K -$136K -2,316 -33%
WAM
156
Watershed Asset Management
California
$267K +$30.7K +523 +13%
PP
157
PDT Partners
New York
$264K +$264K +4,498 New
JMF
158
Johnson Midwest Financial
Iowa
$263K – – –
CAN
159
Cetera Advisor Networks
California
$257K -$7.99K -136 -3%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$249K +$19.2K +327 +8%
AI
161
Accredited Investors
Minnesota
$243K +$1.7K +29 +0.7%
BBNA
162
Bremer Bank National Association
Minnesota
$241K -$118 -2 -0%
CIM
163
Contravisory Investment Management
Massachusetts
$236K +$29.5K +502 +14%
Stifel Financial
164
Stifel Financial
Missouri
$236K -$514K -8,752 -69%
HW
165
Hancock Whitney
Mississippi
$231K +$26.7K +456 +13%
AF
166
Alerus Financial
North Dakota
$231K -$3.35K -57 -1%
VI
167
Versor Investments
New York
$229K +$229K +3,900 New
AF
168
Advisornet Financial
Minnesota
$229K +$3.29K +56 +1%
GHA
169
GW Henssler & Associates
Georgia
$225K – – –
SS
170
Simplicity Solutions
Minnesota
$225K -$13.3K -226 -6%
IFS
171
Ifrah Financial Services
Arkansas
$220K +$646 +11 +0.3%
WCM
172
Wedge Capital Management
North Carolina
$217K +$217K +3,702 New
FHA
173
Flagship Harbor Advisors
Massachusetts
$217K +$217K +3,688 New
CTA
174
Chesley Taft & Associates
Illinois
$216K – – –
NP
175
NorthRock Partners
Minnesota
$211K – – –
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7
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