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Otter Tail
OTTR

Overview Fund Activity

248 hedge funds and large institutions have $1.33B invested in Otter Tail in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+13
Holders Change %
+5.53%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
77
Reduced
76
Closed
24
Calls
$2.31M
Puts
$458K
Net Calls
+$1.85M
Net Calls Change
+$648K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$12.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$305M
4
BlackRock
4
BlackRock
New York
$203M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$6.46M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
Millennium Management
2
Millennium Management
New York
$27.4M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$926K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$14.3M
5
Wells Fargo
5
Wells Fargo
California
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$44K -$18K -268 -29%
OIA
202
Optimum Investment Advisors
Illinois
$40K – – –
S
203
SignatureFD
Georgia
$37K -$12.4K -183 -25%
IA
204
IFP Advisors
Florida
$37K – – –
SWM
205
Spire Wealth Management
Virginia
$37K – – –
SIS
206
Sound Income Strategies
Florida
$34K – – –
CCM
207
Chilton Capital Management
Texas
$29K +$29K +426 New
DekaBank Deutsche Girozentrale
208
DekaBank Deutsche Girozentrale
Germany
$28K – – –
Macquarie Group
209
Macquarie Group
Australia
$26K – – –
TWM
210
Tradition Wealth Management
Minnesota
$23K – – –
AF
211
Allworth Financial
California
$23K +$66 +1 +0.3%
WFA
212
West Financial Advisors
Iowa
$22K – – –
HWM
213
HighMark Wealth Management
Minnesota
$21K +$136 +2 +0.7%
SOW
214
State of Wyoming
Wyoming
$21K +$21K +317 New
TPCW
215
TD Private Client Wealth
New York
$20.7K – – –
BTI
216
Blue Trust Inc
Georgia
$20K +$20K +316 New
DFCM
217
Dark Forest Capital Management
Puerto Rico
$17K +$17K +249 New
SAM
218
Strategic Asset Management
Minnesota
$14K +$135 +2 +1%
IBOK
219
Independence Bank of Kentucky
Kentucky
$13K – – –
IWP
220
IAG Wealth Partners
Wisconsin
$13K – – –
FCT
221
First Community Trust
Iowa
$13K – – –
HI
222
Hudock Inc
Pennsylvania
$12K +$66 +1 +0.5%
PMFA
223
Plante Moran Financial Advisors
Michigan
$11K -$13.9K -199 -56%
QCG
224
Quadrant Capital Group
Ohio
$8K -$6.51K -92 -45%
FPB
225
First PREMIER Bank
South Dakota
$7K – – –
7 8
9
10 11