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Otter Tail
OTTR

Overview Fund Activity

321 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, 126 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-5
Holders Change %
-1.53%
% 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
126
Reduced
94
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K

Top Buyers

1
BlackRock
BlackRock
New York
$515M
2
UBS Group
UBS Group
Switzerland
$19.4M
3
WAM
Weiss Asset Management
Massachusetts
$10.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M
5
Citadel Advisors
Citadel Advisors
Florida
$15.9M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$12.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$388K
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
Jane Street
Jane Street
New York
$1.37M
5
ECM
ExodusPoint Capital Management
New York
$889K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$384K -$31.5K -426 -8%
Envestnet Asset Management
177
Envestnet Asset Management
Illinois
$384K -$5.91K -80 -2%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$381K -$41.4K -560 -10%
HI
179
Hendershot Investments
Virginia
$369K – – –
VBFP
180
Valtinson Bruner Financial Planning
Minnesota
$365K – – –
PAG
181
Private Advisor Group
New Jersey
$356K +$9.67K +131 +3%
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$356K -$87.9K -1,191 -20%
DTL
183
Dynamic Technology Lab
Singapore
$345K -$557K -7,540 -62%
SC
184
Savant Capital
Illinois
$345K -$105K -1,425 -23%
AWM
185
AE Wealth Management
Kansas
$344K +$344K +4,662 New
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$340K – – –
GC
187
Guggenheim Capital
Illinois
$339K -$471K -6,378 -58%
MWM
188
Modern Wealth Management
Kansas
$331K -$26.3K -356 -7%
AIP
189
Ameritas Investment Partners
Nebraska
$320K +$15.3K +207 +5%
AI
190
Accredited Investors
Minnesota
$315K +$1.85K +25 +0.6%
SAM
191
Secure Asset Management
Michigan
$314K – – –
WFL
192
Wealth Forward LLC
North Dakota
$313K – – –
VI
193
Vestcor Inc
New Brunswick, Canada
$309K +$309K +4,189 New
VIA
194
Virtus Investment Advisers
Connecticut
$309K – – –
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$306K +$9.16K +124 +3%
HI
196
Harbour Investments
Wisconsin
$305K +$1.11K +15 +0.4%
BB
197
Bell Bank
North Dakota
$302K – – –
SPIA
198
Steward Partners Investment Advisory
New York
$295K – – –
CWM
199
CIBC World Markets
New York
$286K +$286K +3,870 New
Squarepoint
200
Squarepoint
New York
$286K +$286K +3,869 New
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