OTTR icon

Otter Tail
OTTR

Overview Fund Activity

260 hedge funds and large institutions have $1.99B invested in Otter Tail in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
4.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
79
Reduced
92
Closed
23
Calls
$2.42M
Puts
$7.14M
Net Calls
-$4.72M
Net Calls Change
-$6.72M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$8.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.53M
3
Invesco
3
Invesco
Georgia
$15M
4
Cerity Partners
4
Cerity Partners
New York
$2.34M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.54M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$32.1M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$78.3M
5
GF
5
Gabelli Funds
New York
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTAS
176
Linden Thomas Advisory Services
North Carolina
$253K +$253K +3,209 New
HighTower Advisors
177
HighTower Advisors
Illinois
$248K -$8.63K -110 -3%
Creative Planning
178
Creative Planning
Kansas
$246K +$246K +3,115 New
GHA
179
GW Henssler & Associates
Georgia
$244K -$63.2K -800 -21%
WS
180
Wedbush Securities
California
$242K -$30.4K -385 -11%
NP
181
NorthRock Partners
Minnesota
$238K -$46.5K -589 -16%
TD Asset Management
182
TD Asset Management
Ontario, Canada
$229K +$229K +2,900 New
Fidelity Investments
183
Fidelity Investments
Massachusetts
$229K +$1.03K +13 +0.5%
SPIA
184
Steward Partners Investment Advisory
New York
$226K – – –
GWWM
185
Great Waters Wealth Management
Minnesota
$226K +$226K +2,860 New
MPI
186
Mairs & Power Inc
Minnesota
$221K – – –
WAAG
187
Wealth Alliance Advisory Group
Kansas
$219K – – –
IWM
188
IHT Wealth Management
Illinois
$219K -$20.5K -260 -9%
ECM
189
Everence Capital Management
Indiana
$217K +$217K +2,930 New
TI
190
Tidal Investments
Wisconsin
$216K -$304K -3,840 -58%
C
191
Covestor
United Kingdom
$211K -$110K -1,391 -34%
CFGSD
192
Compass Financial Group (South Dakota)
South Dakota
$209K +$209K +2,651 New
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$204K +$204K +2,581 New
IAA
194
Independent Advisor Alliance
North Carolina
$203K +$203K +2,571 New
GRP
195
Global Retirement Partners
California
$185K – – –
IFAM
196
Institutional & Family Asset Management
Colorado
$184K – – –
MLICM
197
Metropolitan Life Insurance Company (MetLife)
New York
$178K +$4.9K +62 +3%
BF
198
BOK Financial
Oklahoma
$177K -$33K -418 -16%
SO
199
STRS Ohio
Ohio
$157K +$23.6K +300 +18%
HI
200
Harbour Investments
Wisconsin
$151K +$2.53K +32 +2%
6 7
8
9 10