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Otter Tail
OTTR

Overview Fund Activity

313 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+11
Holders Change %
+3.64%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
31
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$55.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
EP
5
Edgestream Partners
New Jersey
$5.93M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$15.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.02M
3
Millennium Management
3
Millennium Management
New York
$7.14M
4
WAM
4
Weiss Asset Management
Massachusetts
$1.85M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
201
Ifrah Financial Services
Arkansas
$328K -$2.45K -28 -0.7%
CTA
202
Chesley Taft & Associates
Illinois
$322K – – –
BF
203
BOK Financial
Oklahoma
$319K +$4.91K +56 +2%
DTL
204
Dynamic Technology Lab
Singapore
$315K -$178K -2,026 -36%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$313K +$40K +457 +15%
AB
206
Atlas Brown
Kentucky
$306K – – –
AF
207
Advisornet Financial
Minnesota
$306K – – –
GVAG
208
Great Valley Advisor Group
Delaware
$293K +$293K +3,349 New
IA
209
Inspire Advisors
Idaho
$289K +$289K +3,305 New
EWM
210
Empirical Wealth Management
Washington
$280K +$280K +3,199 New
FPAS
211
Focus Partners Advisor Solutions
Missouri
$253K -$66K -753 -21%
CGH
212
Crossmark Global Holdings
Texas
$251K -$9.91K -113 -4%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$247K -$94.5K -1,100 -28%
WAAG
214
Wealth Alliance Advisory Group
Kansas
$243K – – –
GWWM
215
Great Waters Wealth Management
Minnesota
$239K +$263 +3 +0.1%
ECM
216
Evergreen Capital Management
Washington
$238K +$238K +2,716 New
CFGSD
217
Compass Financial Group (South Dakota)
South Dakota
$236K +$1.14K +13 +0.5%
PWH
218
Priebe Wealth Holdings
Minnesota
$230K – – –
X
219
Xponance
Pennsylvania
$229K +$9.2K +105 +4%
IAA
220
Independent Advisor Alliance
North Carolina
$228K – – –
TVM
221
True Vision MN
Minnesota
$225K – – –
SO
222
STRS Ohio
Ohio
$219K +$70.1K +800 +47%
QCM
223
Quantinno Capital Management
New York
$215K +$215K +2,452 New
DWP
224
Daymark Wealth Partners
Ohio
$210K – – –
BPA
225
Beacon Pointe Advisors
California
$209K +$209K +2,391 New
7 8
9
10 11