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Otter Tail
OTTR

304 hedge funds and large institutions have $2.11B invested in Otter Tail in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $1.95M | Put options by funds: $1.13M

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

3% more funds holding

Funds holding: 296 → 304 (+8)

4% less capital invested

Capital invested by funds: $2.2B → $2.11B (-$83.6M)

3.14% less ownership

Funds ownership: 61.98% → 58.85% (-3.1%)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 114

Holders
304
Holders Change
+8
Holders Change %
+2.7%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
85
Reduced
114
Closed
32
Calls
$1.95M
Puts
$1.13M
Net Calls
+$820K
Net Calls Change
-$30K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$17.2M
2
Millennium Management
Millennium Management
New York
+$13M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.87M
4
WAM
Weiss Asset Management
Massachusetts
+$6.44M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$64.6M
2
Morgan Stanley
Morgan Stanley
New York
-$38.6M
3
N
Nuveen
North Carolina
-$14.2M
4
LSV Asset Management
LSV Asset Management
Illinois
-$8.24M
5
Victory Capital Management
Victory Capital Management
Texas
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$531K +$169K +1,942 +46%
XT
152
XTX Topco
Cayman Islands
$517K +$234K +2,692 +82%
JIR
153
James Investment Research
Ohio
$516K -$174 -2 -0%
Mariner
154
Mariner
Kansas
$515K -$108K -1,242 -17%
Two Sigma Advisers
155
Two Sigma Advisers
New York
$501K -$1.06M -12,200 -68%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$494K – – –
AAS
157
Avantax Advisory Services
Texas
$487K +$47.7K +549 +11%
DTL
158
Dynamic Technology Lab
Singapore
$485K +$488K +5,613 New
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$483K +$26.4K +304 +6%
LCM
160
Laurion Capital Management
New York
$464K +$467K +5,367 New
IGWM
161
ICA Group Wealth Management
Colorado
$462K – – –
OCG
162
Opus Capital Group
Ohio
$455K – – –
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$453K -$19.6K -226 -4%
BB
164
Bell Bank
North Dakota
$439K – – –
QCM
165
QRG Capital Management
Illinois
$437K -$71.1K -818 -14%
HI
166
Hendershot Investments
Virginia
$432K – – –
PAG
167
Private Advisor Group
New Jersey
$423K -$27.5K -316 -6%
CSS
168
Cubist Systematic Strategies
Connecticut
$421K +$159K +1,833 +60%
CFGS
169
Concourse Financial Group Securities
Alabama
$419K +$1.91K +22 +0.5%
MWM
170
Modern Wealth Management
Kansas
$418K – – –
LTAS
171
Linden Thomas Advisory Services
North Carolina
$412K +$10K +115 +2%
MML Investors Services
172
MML Investors Services
Massachusetts
$409K +$17.6K +202 +4%
Corient Private Wealth
173
Corient Private Wealth
Florida
$397K -$21.6K -248 -5%
AIA
174
Alternative Investment Advisors
Florida
$390K +$2K +23 +0.5%
SG Americas Securities
175
SG Americas Securities
New York
$389K +$203K +2,339 +108%
5 6
7
8 9

OTTR Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2024, worth a combined $2.11B — down 3.8% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OTTR positions and 32 closed out — a net gain of 9 holders — while 85 added to existing stakes and 114 trimmed.

The largest buyer was Vanguard Group, adding an estimated $17.2M. The largest seller was First Trust Advisors, cutting an estimated $64.6M.

  • 304 institutional investors held Otter Tail (OTTR) as of Q1 2024, up from 296 in Q4 2023.
  • Funds reported $2.11B of Otter Tail stock for Q1 2024, down 3.8% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q1 2024 and 32 closed out, a net change of +9 holders.
  • The largest Otter Tail buyer in Q1 2024 was Vanguard Group, an estimated $17.2M added.
  • The largest Otter Tail seller in Q1 2024 was First Trust Advisors, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2024.