OTTR icon

Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
BlackRock
New York
$559M
4
Federated Hermes
Federated Hermes
Pennsylvania
$12.2M
5
BCM
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$486K – – –
VIA
152
Virtus Investment Advisers
Connecticut
$466K -$127K -1,500 -21%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$465K -$68.9K -811 -13%
AIA
154
Affinity Investment Advisors
California
$456K -$372K -4,380 -45%
IGWM
155
ICA Group Wealth Management
Colorado
$454K – – –
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$449K +$145K +1,705 +48%
OCG
157
Opus Capital Group
Ohio
$447K – – –
PAG
158
Private Advisor Group
New Jersey
$443K +$17.3K +204 +4%
FHB
159
First Hawaiian Bank
Hawaii
$441K -$65.4K -770 -13%
AAS
160
Avantax Advisory Services
Texas
$432K +$184K +2,166 +74%
BB
161
Bell Bank
North Dakota
$432K – – –
HI
162
Hendershot Investments
Virginia
$425K – – –
AAM
163
Advisors Asset Management
Colorado
$417K +$122K +1,438 +41%
Corient Private Wealth
164
Corient Private Wealth
Florida
$411K +$31.2K +367 +8%
MWM
165
Modern Wealth Management
Kansas
$411K +$411K +4,833 New
CFGS
166
Concourse Financial Group Securities
Alabama
$410K +$1.95K +23 +0.5%
NYLIM
167
New York Life Investment Management
New York
$406K -$11.9K -140 -3%
PI
168
Putnam Investments
Massachusetts
$403K -$11.9K -140 -3%
LTAS
169
Linden Thomas Advisory Services
North Carolina
$395K +$82.8K +975 +27%
MML Investors Services
170
MML Investors Services
Massachusetts
$385K +$37.4K +440 +11%
AIA
171
Alternative Investment Advisors
Florida
$384K +$2.12K +25 +0.6%
Neuberger Berman Group
172
Neuberger Berman Group
New York
$366K -$230K -2,707 -39%
HW
173
Hancock Whitney
Mississippi
$365K -$5.52K -65 -1%
ECM
174
Everence Capital Management
Indiana
$364K -$134K -1,570 -27%
AIP
175
Ameritas Investment Partners
Nebraska
$363K +$14.6K +172 +4%
5 6
7
8 9