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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
BlackRock
New York
$559M
4
Federated Hermes
Federated Hermes
Pennsylvania
$12.2M
5
BCM
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
Cubist Systematic Strategies
Connecticut
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWWM
201
Great Waters Wealth Management
Minnesota
$232K +$255 +3 +0.1%
NS
202
NBC Securities
Alabama
$229K – – –
CFGSD
203
Compass Financial Group (South Dakota)
South Dakota
$226K +$1.19K +14 +0.5%
TWG
204
The Wealth Group
Minnesota
$226K +$226K +2,400 New
PWH
205
Priebe Wealth Holdings
Minnesota
$223K +$223K +2,624 New
IAA
206
Independent Advisor Alliance
North Carolina
$223K +$223K +2,621 New
SRL
207
Scientech Research LLC
New Jersey
$223K +$223K +2,619 New
BPA
208
Beacon Pointe Advisors
California
$219K +$219K +2,580 New
X
209
Xponance
Pennsylvania
$212K +$212K +2,491 New
PA
210
Profund Advisors
Maryland
$211K +$211K +2,485 New
CCM
211
Carlson Capital Management
Minnesota
$210K +$210K +2,475 New
FTDI
212
First Trust Direct Indexing
Massachusetts
$206K +$206K +2,430 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$206K +$206K +2,422 New
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$204K +$204K +2,400 New
DWP
215
Daymark Wealth Partners
Ohio
$204K +$204K +2,400 New
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$202K – – –
GCM
217
Gallacher Capital Management
Colorado
$200K +$200K +2,357 New
IFAM
218
Institutional & Family Asset Management
Colorado
$198K – – –
HI
219
Harbour Investments
Wisconsin
$197K +$850 +10 +0.4%
SO
220
STRS Ohio
Ohio
$186K – – –
SG Americas Securities
221
SG Americas Securities
New York
$184K +$184K +2,160 New
Lazard Asset Management
222
Lazard Asset Management
New York
$177K +$177K +2,092 New
CI Investments Inc
223
CI Investments Inc
Ontario, Canada
$175K -$1.19K -14 -0.7%
AAG
224
Armstrong Advisory Group
Massachusetts
$143K -$15.3K -180 -10%
OP
225
ORG Partners
Indiana
$140K – – –
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9
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