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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
3
BlackRock
New York
$559M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$12.2M
5
BCM
5
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFL
176
Wealth Forward LLC
North Dakota
$360K +$360K +4,238 New
Creative Planning
177
Creative Planning
Kansas
$357K -$8.58K -101 -2%
AI
178
Accredited Investors
Minnesota
$355K -$3.91K -46 -1%
WG
179
Winton Group
United Kingdom
$346K +$23.4K +275 +7%
CC
180
Corton Capital
Ontario, Canada
$346K +$346K +4,073 New
CAN
181
Cetera Advisor Networks
California
$344K +$103K +1,211 +43%
TI
182
Tidal Investments
Wisconsin
$341K +$341K +4,014 New
AF
183
Advisornet Financial
Minnesota
$316K -$170 -2 -0.1%
IFS
184
Ifrah Financial Services
Arkansas
$315K +$3.74K +44 +1%
CC
185
Centiva Capital
New York
$313K +$313K +3,682 New
CTA
186
Chesley Taft & Associates
Illinois
$313K – – –
AF
187
Alerus Financial
North Dakota
$310K -$2.29K -27 -0.7%
SPIA
188
Steward Partners Investment Advisory
New York
$303K -$102K -1,200 -25%
AB
189
Atlas Brown
Kentucky
$297K – – –
GC
190
Guggenheim Capital
Illinois
$294K +$294K +3,460 New
BBNA
191
Bremer Bank National Association
Minnesota
$292K – – –
XT
192
XTX Topco
Cayman Islands
$280K -$1.02M -12,056 -79%
FHA
193
Flagship Harbor Advisors
Massachusetts
$272K -$4.67K -55 -2%
CSS
194
Cubist Systematic Strategies
Connecticut
$259K -$4.56M -53,615 -95%
TC
195
Trilogy Capital
California
$258K -$49.5K -582 -16%
MWPCG
196
Measured Wealth Private Client Group
New Hampshire
$256K +$256K +3,011 New
CGH
197
Crossmark Global Holdings
Texas
$254K -$31.1K -366 -11%
HSBC Holdings
198
HSBC Holdings
United Kingdom
$236K – – –
WAAG
199
Wealth Alliance Advisory Group
Kansas
$236K – – –
RMDI
200
R.M. Davis Inc
Maine
$236K +$236K +2,778 New
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