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Otter Tail

315 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 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% 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
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
201
Chesley Taft & Associates
Illinois
$322K
BF
202
BOK Financial
Oklahoma
$319K +$4.9K +56 +2%
DTL
203
Dynamic Technology Lab
Singapore
$315K -$177K -2,026 -36%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$313K +$40K +457 +15%
AB
205
Atlas Brown
Kentucky
$306K
AF
206
Advisornet Financial
Minnesota
$306K
GVAG
207
Great Valley Advisor Group
Delaware
$293K +$293K +3,349 New
IA
208
Inspire Advisors
Idaho
$289K +$289K +3,305 New
EWM
209
Empirical Wealth Management
Washington
$280K +$280K +3,199 New
FHA
210
Flagship Harbor Advisors
Massachusetts
$265K -$4.9K -56 -2%
FPAS
211
Focus Partners Advisor Solutions
Missouri
$253K -$65.9K -753 -21%
CGH
212
Crossmark Global Holdings
Texas
$251K -$9.89K -113 -4%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$247K -$96.3K -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 +$9.19K +105 +4%
IAA
220
Independent Advisor Alliance
North Carolina
$228K
TVM
221
True Vision MN
Minnesota
$225K
SO
222
STRS Ohio
Ohio
$219K +$70K +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

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.