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Otter Tail

315 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
151
Assenagon Asset Management
Luxembourg
$596K +$595K +6,800 New
DADC
152
D.A. Davidson & Co
Montana
$587K +$175 +2 +0%
CCM
153
Coldstream Capital Management
Washington
$580K +$18.7K +214 +3%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$570K -$14.5K -166 -2%
Mariner
155
Mariner
Kansas
$559K +$37K +423 +7%
Creative Planning
156
Creative Planning
Kansas
$550K +$12K +137 +2%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$548K
SSA
158
Schonfeld Strategic Advisors
New York
$536K -$709K -8,102 -57%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$533K +$312K +3,567 +142%
QT
160
Quantbot Technologies
New York
$517K -$81.3K -929 -14%
AAS
161
Avantax Advisory Services
Texas
$510K +$16.4K +187 +3%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$507K -$133K -1,517 -21%
TRCT
163
Tower Research Capital (TRC)
New York
$506K +$368K +4,206 +268%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$488K -$1.93K -22 -0.4%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$480K -$20.6K -235 -4%
OCG
166
Opus Capital Group
Ohio
$461K
LTAS
167
Linden Thomas Advisory Services
North Carolina
$459K +$41.3K +472 +10%
Mitsubishi UFJ Trust & Banking
168
Mitsubishi UFJ Trust & Banking
Japan
$454K +$454K +5,183 New
QCM
169
QRG Capital Management
Illinois
$446K +$3.24K +37 +0.7%
BB
170
Bell Bank
North Dakota
$445K
HI
171
Hendershot Investments
Virginia
$438K
GCP
172
GSA Capital Partners
United Kingdom
$433K +$433K +4,941 New
VBFP
173
Valtinson Bruner Financial Planning
Minnesota
$432K -$126K -1,434 -23%
PAG
174
Private Advisor Group
New Jersey
$429K
CFGS
175
Concourse Financial Group Securities
Alabama
$427K +$1.84K +21 +0.4%

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.