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Otter Tail

315 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 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% 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
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
176
MML Investors Services
Massachusetts
$426K +$11.6K +132 +3%
MWM
177
Modern Wealth Management
Kansas
$424K +$700 +8 +0.2%
HW
178
Hancock Whitney
Mississippi
$421K +$62.1K +709 +17%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$404K -$55.9K -639 -12%
AIA
180
Alternative Investment Advisors
Florida
$400K +$1.93K +22 +0.5%
Corient Private Wealth
181
Corient Private Wealth
Florida
$396K -$5.95K -68 -1%
Verition Fund Management
182
Verition Fund Management
Connecticut
$382K +$382K +4,363 New
CG
183
Cynosure Group
Utah
$379K +$36.6K +418 +11%
BA
184
Bridgewater Associates
Connecticut
$378K +$377K +4,310 New
Lazard Asset Management
185
Lazard Asset Management
New York
$377K +$199K +2,269 +110%
I
186
InceptionR
California
$374K +$374K +4,272 New
SAM
187
Secure Asset Management
Michigan
$372K
WFL
188
Wealth Forward LLC
North Dakota
$371K
AI
189
Accredited Investors
Minnesota
$369K +$1.93K +22 +0.5%
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$368K -$400K -4,566 -52%
VIA
191
Virtus Investment Advisers
Connecticut
$366K
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$366K +$6.65K +76 +2%
AIP
193
Ameritas Investment Partners
Nebraska
$361K
HI
194
Harbour Investments
Wisconsin
$358K +$176K +2,009 +97%
Man Group
195
Man Group
United Kingdom
$350K +$67.1K +766 +24%
SPIA
196
Steward Partners Investment Advisory
New York
$350K -$11.8K -135 -3%
WG
197
Winton Group
United Kingdom
$344K +$65.4K +747 +24%
AG
198
Algert Global
California
$332K +$331K +3,785 New
MWPCG
199
Measured Wealth Private Client Group
New Hampshire
$329K +$55.9K +639 +20%
IFS
200
Ifrah Financial Services
Arkansas
$328K -$2.45K -28 -0.7%

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.