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Otter Tail

260 hedge funds and large institutions have $1.99B invested in Otter Tail in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
79
Reduced
92
Closed
23
Calls
$2.42M
Puts
$7.14M
Net Calls
-$4.72M
Net Calls Change
-$6.72M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
201
Advisors Asset Management
Colorado
$146K +$96.7K +1,225 +196%
AAG
202
Armstrong Advisory Group
Massachusetts
$144K +$64.7K +820 +82%
OP
203
ORG Partners
Indiana
$130K +$130K +1,643 New
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$121K
SAM
205
Shell Asset Management
Netherlands
$111K -$632 -8 -0.6%
JFA
206
JNBA Financial Advisors
Minnesota
$111K
BWM
207
BerganKDV Wealth Management
Minnesota
$86.4K +$79 +1 +0.1%
Bessemer Group
208
Bessemer Group
New Jersey
$82K +$82K +1,033 New
HSA
209
Hussman Strategic Advisors
Maryland
$79K
TCOV
210
Trust Company of Vermont
Vermont
$63.2K +$63.2K +800 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$61.1K +$4.19K +53 +7%
GWM
212
Geneos Wealth Management
Colorado
$58.6K
GAG
213
Goodman Advisory Group
Massachusetts
$52.7K
OIA
214
Optimum Investment Advisors
Illinois
$47.4K
CMBA
215
C.M. Bidwell & Associates
Hawaii
$45K
FA
216
Fiduciary Alliance
South Carolina
$42.6K +$42.6K +540 New
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$41K -$2K -25 -5%
CTWM
218
Cherry Tree Wealth Management
Minnesota
$35.8K +$35.8K +454 New
Lazard Asset Management
219
Lazard Asset Management
New York
$35K -$15.8K -205 -31%
KC
220
Kepos Capital
New York
$35K +$35K +446 New
QCG
221
Quadrant Capital Group
Ohio
$34K +$20.4K +258 +149%
CCM
222
Chilton Capital Management
Texas
$33.6K
WTG
223
West Tower Group
Virginia
$33.4K +$33.4K +423 New
Pacer Advisors
224
Pacer Advisors
Pennsylvania
$33.2K +$33.2K +421 New
IA
225
IFP Advisors
Florida
$29.2K