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Otter Tail
OTTR

Overview Fund Activity

275 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
3
Bank of America
North Carolina
$9.18M
4
Squarepoint
4
Squarepoint
New York
$2.89M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
3
BlackRock
New York
$488M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$70M
5
GF
5
Gabelli Funds
New York
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$282K -$17.1K -225 -6%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$281K +$61.3K +808 +28%
CTA
178
Chesley Taft & Associates
Illinois
$279K – – –
LTAS
179
Linden Thomas Advisory Services
North Carolina
$279K +$35.7K +470 +15%
AF
180
Alerus Financial
North Dakota
$279K -$19.7K -260 -7%
IFS
181
Ifrah Financial Services
Arkansas
$278K +$607 +8 +0.2%
TC
182
Trilogy Capital
California
$274K -$40.9K -539 -13%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$272K -$3.8K -50 -1%
TI
184
Trexquant Investment
Connecticut
$268K +$268K +3,534 New
OQS
185
Occudo Quantitative Strategies
Florida
$265K -$108K -1,423 -29%
AB
186
Atlas Brown
Kentucky
$265K +$265K +3,491 New
AAM
187
Advisors Asset Management
Colorado
$264K +$123K +1,622 +88%
BBNA
188
Bremer Bank National Association
Minnesota
$261K – – –
CGH
189
Crossmark Global Holdings
Texas
$252K +$7.8K +104 +3%
AA
190
AlphaMark Advisors
Kentucky
$250K +$250K +3,293 New
FHA
191
Flagship Harbor Advisors
Massachusetts
$247K -$14.1K -186 -5%
VI
192
Versor Investments
New York
$247K -$410K -5,400 -62%
PRC
193
Pearl River Capital
Michigan
$242K +$242K +3,188 New
NP
194
NorthRock Partners
Minnesota
$229K – – –
AAS
195
Avantax Advisory Services
Texas
$222K -$59.8K -788 -21%
CAN
196
Cetera Advisor Networks
California
$216K -$54.9K -723 -20%
Verition Fund Management
197
Verition Fund Management
Connecticut
$214K +$214K +2,813 New
WAAG
198
Wealth Alliance Advisory Group
Kansas
$211K – – –
HSBC Holdings
199
HSBC Holdings
United Kingdom
$210K +$210K +2,776 New
NS
200
NBC Securities
Alabama
$205K +$205K +2,705 New
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