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Otter Tail
OTTR

Overview Fund Activity

265 hedge funds and large institutions have $1.26B invested in Otter Tail in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 26 closing their positions.

Holders
265
Holders Change
+17
Holders Change %
+6.85%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
95
Reduced
69
Closed
26
Calls
$1.98M
Puts
$6.31M
Net Calls
-$4.34M
Net Calls Change
-$6.18M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$288M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$11.9M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$6.69M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$4.94M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$8.83M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$9.5M
2
BlackRock
2
BlackRock
New York
$180M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.86M
5
IA
5
Icon Advisers
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$105K +$446 +7 +0.4%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$104K -$10.4K -168 -9%
Citigroup
203
Citigroup
New York
$102K -$142K -2,313 -58%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$95K – – –
SAM
205
Shell Asset Management
Netherlands
$95K +$95K +1,538 New
SOW
206
State of Wyoming
Wyoming
$94K +$74.6K +1,216 +384%
JFA
207
JNBA Financial Advisors
Minnesota
$86K – – –
MAM
208
Meeder Asset Management
Ohio
$81K – – –
BWM
209
BerganKDV Wealth Management
Minnesota
$67K – – –
HSA
210
Hussman Strategic Advisors
Maryland
$62K – – –
M
211
MOTCO
Texas
$55K +$55K +900 New
GWM
212
Geneos Wealth Management
Colorado
$45K -$31.1K -512 -41%
CMBA
213
C.M. Bidwell & Associates
Hawaii
$43K – – –
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$43K – – –
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$42K -$8.22K -135 -16%
GAG
216
Goodman Advisory Group
Massachusetts
$41K – – –
IA
217
IFP Advisors
Florida
$38K +$882 +19 +2%
OIA
218
Optimum Investment Advisors
Illinois
$37K – – –
S
219
SignatureFD
Georgia
$34K +$489 +8 +1%
DFCM
220
Dark Forest Capital Management
Puerto Rico
$33K +$17.6K +285 +114%
SIS
221
Sound Income Strategies
Florida
$31K – – –
BTI
222
Blue Trust Inc
Georgia
$25K +$3.36K +49 +16%
Macquarie Group
223
Macquarie Group
Australia
$23K -$26K -380 Closed
AF
224
Allworth Financial
California
$23K +$1.07K +17 +5%
SWM
225
Spire Wealth Management
Virginia
$22K -$12.8K -204 -37%
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