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Otter Tail

324 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$384K -$33.4K -426 -8%
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$384K -$6.26K -80 -2%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$381K -$43.9K -560 -10%
HI
179
Hendershot Investments
Virginia
$369K
VBFP
180
Valtinson Bruner Financial Planning
Minnesota
$365K
PAG
181
Private Advisor Group
New Jersey
$356K +$10.3K +131 +3%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$356K -$93.3K -1,191 -20%
DTL
183
Dynamic Technology Lab
Singapore
$345K -$590K -7,540 -62%
SC
184
Savant Capital
Illinois
$345K -$112K -1,425 -23%
AWM
185
AE Wealth Management
Kansas
$344K +$365K +4,662 New
AIA
186
Alternative Investment Advisors
Florida
$341K +$2.11K +27 +0.6%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$340K
GC
188
Guggenheim Capital
Illinois
$339K -$499K -6,378 -58%
MWM
189
Modern Wealth Management
Kansas
$331K -$27.9K -356 -7%
AIP
190
Ameritas Investment Partners
Nebraska
$320K +$16.2K +207 +5%
AI
191
Accredited Investors
Minnesota
$315K +$1.96K +25 +0.6%
SAM
192
Secure Asset Management
Michigan
$314K
WFL
193
Wealth Forward LLC
North Dakota
$313K
VI
194
Vestcor Inc
New Brunswick, Canada
$309K +$328K +4,189 New
VIA
195
Virtus Investment Advisers
Connecticut
$309K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$306K +$9.71K +124 +3%
HI
197
Harbour Investments
Wisconsin
$305K +$1.18K +15 +0.4%
BB
198
Bell Bank
North Dakota
$302K
SPIA
199
Steward Partners Investment Advisory
New York
$295K
CWM
200
CIBC World Markets
New York
$286K +$303K +3,870 New

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.