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Otter Tail
OTTR

Overview Fund Activity

326 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
118
Reduced
97
Closed
31
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$28.3M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$16M
3
BlackRock
3
BlackRock
New York
$516M
4
TI
4
Trexquant Investment
Connecticut
$10.5M
5
Bank of America
5
Bank of America
North Carolina
$14.1M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$37M
2
Squarepoint
2
Squarepoint
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.26M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$470K +$17.5K +224 +4%
Mariner
177
Mariner
Kansas
$463K -$36.1K -462 -7%
Man Group
178
Man Group
United Kingdom
$453K +$141K +1,805 +45%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$448K -$91.4K -1,172 -17%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$447K +$18.4K +235 +4%
HighTower Advisors
181
HighTower Advisors
Illinois
$440K -$122K -1,558 -22%
AAS
182
Avantax Advisory Services
Texas
$428K -$27.2K -348 -6%
EC
183
EntryPoint Capital
New York
$415K +$415K +5,307 New
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$412K +$84.2K +1,078 +26%
OCG
185
Opus Capital Group
Ohio
$412K – – –
MML Investors Services
186
MML Investors Services
Massachusetts
$405K +$25.1K +321 +7%
HI
187
Hendershot Investments
Virginia
$391K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$391K +$9.77K +125 +3%
HW
189
Hancock Whitney
Mississippi
$387K +$10.9K +139 +3%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$386K – – –
Mitsubishi UFJ Trust & Banking
191
Mitsubishi UFJ Trust & Banking
Japan
$385K -$20.2K -258 -5%
MWM
192
Modern Wealth Management
Kansas
$379K +$234 +3 +0.1%
Corient Private Wealth
193
Corient Private Wealth
Florida
$378K +$24.2K +309 +7%
PAG
194
Private Advisor Group
New Jersey
$367K -$15.9K -203 -4%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$360K – – –
NC
196
nVerses Capital
Florida
$360K +$352K +4,500 +4,500%
AIA
197
Alternative Investment Advisors
Florida
$359K +$2.03K +26 +0.6%
Lazard Asset Management
198
Lazard Asset Management
New York
$336K – – –
ECM
199
Everence Capital Management
Indiana
$335K – – –
SAM
200
Secure Asset Management
Michigan
$332K – – –
6 7
8
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