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Otter Tail

328 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

51% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.02M

23% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 97

4% more funds holding

Funds holding: 315328 (+13)

3.94% more ownership

Funds ownership: 59%62.94% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$107M)

Holders
328
Holders Change
+13
Holders Change %
+4.13%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
119
Reduced
97
Closed
30
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$470K +$19.4K +224 +4%
Mariner
177
Mariner
Kansas
$463K -$40K -462 -7%
Man Group
178
Man Group
United Kingdom
$453K +$156K +1,805 +45%
Mercer Global Advisors
179
Mercer Global Advisors
Colorado
$448K -$101K -1,172 -17%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$447K +$20.3K +235 +4%
HighTower Advisors
181
HighTower Advisors
Illinois
$440K -$135K -1,558 -22%
AAS
182
Avantax Advisory Services
Texas
$428K -$30.1K -348 -6%
EC
183
EntryPoint Capital
New York
$415K +$459K +5,307 New
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$412K +$93.3K +1,078 +26%
OCG
185
Opus Capital Group
Ohio
$412K
MML Investors Services
186
MML Investors Services
Massachusetts
$405K +$27.8K +321 +7%
HI
187
Hendershot Investments
Virginia
$391K
CFGS
188
Concourse Financial Group Securities
Alabama
$391K +$10.8K +125 +3%
HW
189
Hancock Whitney
Mississippi
$387K +$12K +139 +3%
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$386K
Mitsubishi UFJ Trust & Banking
191
Mitsubishi UFJ Trust & Banking
Japan
$385K -$22.3K -258 -5%
MWM
192
Modern Wealth Management
Kansas
$379K +$260 +3 +0.1%
Corient Private Wealth
193
Corient Private Wealth
Florida
$378K +$26.7K +309 +7%
PAG
194
Private Advisor Group
New Jersey
$367K -$17.6K -203 -4%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$360K
NC
196
nVerses Capital
Florida
$360K +$389K +4,500 +4,500%
AIA
197
Alternative Investment Advisors
Florida
$359K +$2.25K +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

OTTR Hedge Fund Activity: Q3 2024 in Review

328 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2024, worth a combined $2.04B — down 5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OTTR positions and 30 closed out — a net gain of 16 holders — while 119 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.3M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 328 institutional investors held Otter Tail (OTTR) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.04B of Otter Tail stock for Q3 2024, down 5% quarter-over-quarter.
  • 46 funds opened new Otter Tail positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q3 2024 was Millennium Management, an estimated $24.3M added.
  • The largest Otter Tail seller in Q3 2024 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2024.