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Otter Tail
OTTR

Overview Fund Activity

275 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
3
Bank of America
North Carolina
$9.18M
4
Squarepoint
4
Squarepoint
New York
$2.89M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
3
BlackRock
New York
$488M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$70M
5
GF
5
Gabelli Funds
New York
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWWM
201
Great Waters Wealth Management
Minnesota
$202K -$10.2K -137 -5%
CFGSD
202
Compass Financial Group (South Dakota)
South Dakota
$201K – – –
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$180K +$9.26K +122 +5%
GRP
204
Global Retirement Partners
California
$180K +$4.94K +66 +3%
BF
205
BOK Financial
Oklahoma
$178K +$6.08K +79 +4%
IFAM
206
Institutional & Family Asset Management
Colorado
$177K – – –
HI
207
Harbour Investments
Wisconsin
$176K +$30.2K +398 +21%
SO
208
STRS Ohio
Ohio
$167K +$15.2K +200 +10%
CI Investments Inc
209
CI Investments Inc
Ontario, Canada
$158K +$158K +2,078 New
MIA
210
Milestone Investment Advisors
Wisconsin
$152K +$152K +2,003 New
AAG
211
Armstrong Advisory Group
Massachusetts
$141K +$3.04K +40 +2%
OP
212
ORG Partners
Indiana
$125K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$117K – – –
C
214
Covestor
United Kingdom
$116K -$86.5K -1,140 -43%
Point72 Asset Management
215
Point72 Asset Management
Connecticut
$109K +$109K +1,438 New
JFA
216
JNBA Financial Advisors
Minnesota
$107K – – –
SAM
217
Shell Asset Management
Netherlands
$105K -$1.59K -21 -1%
HSA
218
Hussman Strategic Advisors
Maryland
$75.9K – – –
KBC Group
219
KBC Group
Belgium
$74K -$606K -7,996 -89%
TCOV
220
Trust Company of Vermont
Vermont
$60.7K – – –
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$58.8K – – –
QT
222
Quantbot Technologies
New York
$57.8K +$57.8K +761 New
GWM
223
Geneos Wealth Management
Colorado
$56.4K – – –
BTI
224
Blue Trust Inc
Georgia
$53K +$21.9K +278 +71%
GAG
225
Goodman Advisory Group
Massachusetts
$50.6K – – –
7 8
9
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