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Otter Tail
OTTR

Overview Fund Activity

313 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+11
Holders Change %
+3.64%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
31
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$55.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
EP
5
Edgestream Partners
New Jersey
$5.93M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$15.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.02M
3
Millennium Management
3
Millennium Management
New York
$7.14M
4
WAM
4
Weiss Asset Management
Massachusetts
$1.85M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$427K +$1.84K +21 +0.4%
MML Investors Services
177
MML Investors Services
Massachusetts
$426K +$11.6K +132 +3%
MWM
178
Modern Wealth Management
Kansas
$424K +$701 +8 +0.2%
HW
179
Hancock Whitney
Mississippi
$421K +$62.1K +709 +17%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$404K -$56K -639 -12%
AIA
181
Alternative Investment Advisors
Florida
$400K +$1.93K +22 +0.5%
Corient Private Wealth
182
Corient Private Wealth
Florida
$396K -$5.96K -68 -1%
Verition Fund Management
183
Verition Fund Management
Connecticut
$382K +$382K +4,363 New
CG
184
Cynosure Group
Utah
$379K +$36.6K +418 +11%
BA
185
Bridgewater Associates
Connecticut
$378K +$378K +4,310 New
Lazard Asset Management
186
Lazard Asset Management
New York
$377K +$198K +2,269 +110%
I
187
InceptionR
California
$374K +$374K +4,272 New
SAM
188
Secure Asset Management
Michigan
$372K – – –
WFL
189
Wealth Forward LLC
North Dakota
$371K – – –
AI
190
Accredited Investors
Minnesota
$369K +$1.93K +22 +0.5%
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$368K -$400K -4,566 -52%
VIA
192
Virtus Investment Advisers
Connecticut
$366K – – –
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$366K +$6.66K +76 +2%
AIP
194
Ameritas Investment Partners
Nebraska
$361K – – –
HI
195
Harbour Investments
Wisconsin
$358K +$176K +2,009 +97%
Man Group
196
Man Group
United Kingdom
$350K +$67.1K +766 +24%
SPIA
197
Steward Partners Investment Advisory
New York
$350K -$11.8K -135 -3%
WG
198
Winton Group
United Kingdom
$344K +$65.4K +747 +24%
AG
199
Algert Global
California
$332K +$332K +3,785 New
MWPCG
200
Measured Wealth Private Client Group
New Hampshire
$329K +$56K +639 +20%
6 7
8
9 10