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Otter Tail
OTTR

Overview Fund Activity

197 hedge funds and large institutions have $1.09B invested in Otter Tail in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 58 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+29
Holders Change %
+17.26%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
56
Reduced
58
Closed
7
Calls
$490K
Puts
$14K
Net Calls
+$476K
Net Calls Change
-$144K

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$30.5M
2
DZ Bank
DZ Bank
Germany
$16.3M
3
PPA
Parametric Portfolio Associates
Washington
$6.93M
4
Millennium Management
Millennium Management
New York
$10.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$239M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$65.4M
2
BlackRock
BlackRock
New York
$162M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.35M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.3M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$9.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
176
HighMark Wealth Management
Minnesota
$17K +$112 +2 +0.7%
IA
177
IFP Advisors
Florida
$15K – – –
HI
178
Hudock Inc
Pennsylvania
$15K +$15K +270 New
IWP
179
IAG Wealth Partners
Wisconsin
$12K – – –
SAM
180
Strategic Asset Management
Minnesota
$12K +$12K +203 New
IBOK
181
Independence Bank of Kentucky
Kentucky
$11K – – –
BCA
182
Berman Capital Advisors
Georgia
$10K +$6.74K +122 +207%
SMG
183
Spectrum Management Group
Indiana
$10K +$10K +175 New
PMFA
184
Plante Moran Financial Advisors
Michigan
$9K +$58 +1 +0.6%
QCG
185
Quadrant Capital Group
Ohio
$6K +$2.2K +40 +58%
EI
186
Ellevest Inc
New York
$4K – – –
PK
187
Pflug Koory
Nebraska
$3K – – –
CAM
188
ClariVest Asset Management
California
$3K +$3K +43 New
LC
189
Lindbrook Capital
California
$2K – – –
UFF
190
USA Financial Formulas
Michigan
$2K +$2K +30 New
BIA
191
Bell Investment Advisors
California
$2K +$2K +42 New
ACM
192
AUA Capital Management
Pennsylvania
$1K -$200 -4 -17%
EBA
193
Eagle Bay Advisors
New York
$1K – – –
VCM
194
Versant Capital Management
Arizona
$1K – – –
FWM
195
Focused Wealth Management
New York
$1K +$1K +21 New
AIC
196
Archer Investment Corporation
Indiana
$672 +$672 +12 New
Nisa Investment Advisors
197
Nisa Investment Advisors
Missouri
$78 – – –
California Public Employees Retirement System
198
California Public Employees Retirement System
California
– -$860K -17,621 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– -$474K -9,709 Closed
DTL
200
Dynamic Technology Lab
Singapore
– -$422K -8,640 Closed
5 6 7
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