OTTR icon

Otter Tail
OTTR

Overview Fund Activity

275 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
3
Bank of America
North Carolina
$9.18M
4
Squarepoint
4
Squarepoint
New York
$2.89M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
3
BlackRock
New York
$488M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$70M
5
GF
5
Gabelli Funds
New York
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
151
First Hawaiian Bank
Hawaii
$453K -$101K -1,330 -18%
HighTower Advisors
152
HighTower Advisors
Illinois
$447K +$206K +2,702 +85%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$442K +$442K +5,824 New
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$434K -$11.2K -147 -3%
LCM
155
Lewis Capital Management
California
$414K – – –
IGWM
156
ICA Group Wealth Management
Colorado
$406K – – –
OCG
157
Opus Capital Group
Ohio
$400K – – –
BB
158
Bell Bank
North Dakota
$386K – – –
PAG
159
Private Advisor Group
New Jersey
$380K -$6.91K -91 -2%
HI
160
Hendershot Investments
Virginia
$380K – – –
NYLIM
161
New York Life Investment Management
New York
$373K -$59.5K -784 -14%
PI
162
Putnam Investments
Massachusetts
$370K -$108K -1,429 -23%
CFGS
163
Concourse Financial Group Securities
Alabama
$365K +$1.67K +22 +0.5%
SPIA
164
Steward Partners Investment Advisory
New York
$362K +$144K +1,900 +66%
AIA
165
Alternative Investment Advisors
Florida
$342K +$342K +4,498 New
JMF
166
Johnson Midwest Financial
Iowa
$340K – – –
Corient Private Wealth
167
Corient Private Wealth
Florida
$340K +$33.6K +443 +11%
HW
168
Hancock Whitney
Mississippi
$331K -$228 -3 -0.1%
Creative Planning
169
Creative Planning
Kansas
$327K +$90.2K +1,188 +38%
TRCT
170
Tower Research Capital (TRC)
New York
$326K -$1.35M -17,838 -81%
AI
171
Accredited Investors
Minnesota
$320K +$1.75K +23 +0.5%
Marshall Wace
172
Marshall Wace
United Kingdom
$315K +$315K +4,144 New
AIP
173
Ameritas Investment Partners
Nebraska
$312K +$52.6K +693 +20%
MML Investors Services
174
MML Investors Services
Massachusetts
$311K +$311K +4,091 New
WG
175
Winton Group
United Kingdom
$289K -$106K -1,391 -27%
5 6
7
8 9