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Otter Tail
OTTR

Overview Fund Activity

321 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, 126 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-5
Holders Change %
-1.53%
% 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
126
Reduced
94
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K

Top Buyers

1
BlackRock
BlackRock
New York
$515M
2
UBS Group
UBS Group
Switzerland
$19.4M
3
WAM
Weiss Asset Management
Massachusetts
$10.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M
5
Citadel Advisors
Citadel Advisors
Florida
$15.9M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$12.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$388K
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
Jane Street
Jane Street
New York
$1.37M
5
ECM
ExodusPoint Capital Management
New York
$889K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNA
151
Bremer Bank National Association
Minnesota
$619K – – –
JIR
152
James Investment Research
Ohio
$613K – – –
EWM
153
Empirical Wealth Management
Washington
$604K +$59.5K +806 +11%
Creative Planning
154
Creative Planning
Kansas
$585K +$51.6K +699 +10%
BF
155
BOK Financial
Oklahoma
$572K -$92.8K -1,273 -14%
SEI Investments
156
SEI Investments
Pennsylvania
$569K +$23.5K +318 +4%
LTAS
157
Linden Thomas Advisory Services
North Carolina
$557K +$101K +1,367 +22%
RWM
158
RBA Wealth Management
California
$556K -$42.8K -580 -7%
SFG
159
SNS Financial Group
Minnesota
$551K – – –
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$532K +$70.6K +956 +15%
GAM
161
Gotham Asset Management
New York
$527K -$26.2K -355 -5%
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$518K +$9.27K +128 +2%
DADC
163
D.A. Davidson & Co
Montana
$514K +$18.7K +253 +4%
DA
164
Denali Advisors
California
$510K +$510K +6,911 New
OQS
165
Occudo Quantitative Strategies
Florida
$508K +$508K +6,885 New
AAS
166
Avantax Advisory Services
Texas
$497K +$93.1K +1,261 +23%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$480K -$336K -4,552 -41%
MOACM
168
Mutual of America Capital Management
New York
$468K +$3.32K +45 +0.7%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$455K +$455K +6,164 New
CCM
170
Coldstream Capital Management
Washington
$452K -$36.6K -496 -7%
Mackenzie Financial
171
Mackenzie Financial
Ontario, Canada
$440K -$1.08M -14,646 -71%
MML Investors Services
172
MML Investors Services
Massachusetts
$395K +$12.2K +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 -$6.47M -87,646 -94%
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