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Otter Tail
OTTR

Overview Fund Activity

260 hedge funds and large institutions have $1.99B invested in Otter Tail in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
4.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
79
Reduced
92
Closed
23
Calls
$2.42M
Puts
$7.14M
Net Calls
-$4.72M
Net Calls Change
-$6.72M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$8.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.53M
3
Invesco
3
Invesco
Georgia
$15M
4
Cerity Partners
4
Cerity Partners
New York
$2.34M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.54M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$32.1M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$78.3M
5
GF
5
Gabelli Funds
New York
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
151
Bell Bank
North Dakota
$402K -$158K -2,000 -28%
HI
152
Hendershot Investments
Virginia
$395K – – –
OQS
153
Occudo Quantitative Strategies
Florida
$388K +$388K +4,920 New
CFGS
154
Concourse Financial Group Securities
Alabama
$378K +$1.9K +24 +0.5%
CC
155
Centiva Capital
New York
$363K +$363K +4,598 New
JMF
156
Johnson Midwest Financial
Iowa
$354K – – –
TC
157
Trilogy Capital
California
$349K -$82K -975 -19%
HW
158
Hancock Whitney
Mississippi
$344K +$36.2K +460 +12%
AI
159
Accredited Investors
Minnesota
$331K +$1.9K +24 +0.6%
Corient Private Wealth
160
Corient Private Wealth
Florida
$318K -$37.2K -471 -10%
AF
161
Advisornet Financial
Minnesota
$312K – – –
AF
162
Alerus Financial
North Dakota
$310K – – –
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$306K +$25.1K +318 +9%
AAS
164
Avantax Advisory Services
Texas
$293K -$1.42K -18 -0.5%
CTA
165
Chesley Taft & Associates
Illinois
$291K – – –
IFS
166
Ifrah Financial Services
Arkansas
$289K +$5.05K +64 +2%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$287K +$142K +1,800 +98%
AIMCA
168
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$282K – – –
CAN
169
Cetera Advisor Networks
California
$282K -$29.1K -369 -9%
Neuberger Berman Group
170
Neuberger Berman Group
New York
$272K -$201K -2,550 -43%
FHA
171
Flagship Harbor Advisors
Massachusetts
$272K -$7.9K -100 -3%
BBNA
172
Bremer Bank National Association
Minnesota
$271K -$52.6K -666 -16%
AIP
173
Ameritas Investment Partners
Nebraska
$269K +$14.8K +187 +6%
PAM
174
Panagora Asset Management
Massachusetts
$265K -$30K -380 -10%
CGH
175
Crossmark Global Holdings
Texas
$263K -$10.7K -132 -4%
5 6
7
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