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Otter Tail

324 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
151
Bremer Bank National Association
Minnesota
$619K
JIR
152
James Investment Research
Ohio
$613K
EWM
153
Empirical Wealth Management
Washington
$604K +$63.1K +806 +11%
Creative Planning
154
Creative Planning
Kansas
$585K +$54.7K +699 +10%
BF
155
BOK Financial
Oklahoma
$572K -$99.7K -1,273 -14%
SEI Investments
156
SEI Investments
Pennsylvania
$569K +$24.9K +318 +4%
LTAS
157
Linden Thomas Advisory Services
North Carolina
$557K +$107K +1,367 +22%
RWM
158
RBA Wealth Management
California
$556K -$45.4K -580 -7%
SFG
159
SNS Financial Group
Minnesota
$551K
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$532K +$74.9K +956 +15%
GAM
161
Gotham Asset Management
New York
$527K -$27.8K -355 -5%
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$518K +$10K +128 +2%
DADC
163
D.A. Davidson & Co
Montana
$514K +$19.8K +253 +4%
DA
164
Denali Advisors
California
$510K +$541K +6,911 New
OQS
165
Occudo Quantitative Strategies
Florida
$508K +$539K +6,885 New
AAS
166
Avantax Advisory Services
Texas
$497K +$98.7K +1,261 +23%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$480K -$356K -4,552 -41%
MOACM
168
Mutual of America Capital Management
New York
$468K +$3.52K +45 +0.7%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$455K +$483K +6,164 New
CCM
170
Coldstream Capital Management
Washington
$452K -$38.8K -496 -7%
Mackenzie Financial
171
Mackenzie Financial
Ontario, Canada
$440K -$1.15M -14,646 -71%
MML Investors Services
172
MML Investors Services
Massachusetts
$395K +$12.9K +165 +3%
CFGS
173
Concourse Financial Group Securities
Alabama
$395K +$1.96K +25 +0.5%
OCG
174
Opus Capital Group
Ohio
$389K
Fidelity Investments
175
Fidelity Investments
Massachusetts
$388K -$6.86M -87,646 -94%

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.