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Otter Tail
OTTR

Overview Fund Activity

326 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
118
Reduced
97
Closed
31
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$28.3M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$16M
3
BlackRock
3
BlackRock
New York
$516M
4
TI
4
Trexquant Investment
Connecticut
$10.5M
5
Bank of America
5
Bank of America
North Carolina
$14.1M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$37M
2
Squarepoint
2
Squarepoint
New York
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.26M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$31M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
201
Accredited Investors
Minnesota
$332K +$1.95K +25 +0.6%
Verition Fund Management
202
Verition Fund Management
Connecticut
$332K -$9.46K -121 -3%
WFL
203
Wealth Forward LLC
North Dakota
$331K – – –
VIA
204
Virtus Investment Advisers
Connecticut
$327K – – –
AIP
205
Ameritas Investment Partners
Nebraska
$322K – – –
HI
206
Harbour Investments
Wisconsin
$321K +$1.88K +24 +0.6%
BB
207
Bell Bank
North Dakota
$319K -$78.2K -1,000 -20%
PNC Financial Services Group
208
PNC Financial Services Group
Pennsylvania
$315K -$12K -153 -4%
SPIA
209
Steward Partners Investment Advisory
New York
$312K – – –
YIH
210
Y-Intercept (HK)
Hong Kong
$306K +$306K +3,917 New
IFS
211
Ifrah Financial Services
Arkansas
$295K +$2.27K +29 +0.8%
CTA
212
Chesley Taft & Associates
Illinois
$288K – – –
SG Americas Securities
213
SG Americas Securities
New York
$281K +$142K +1,818 +102%
AB
214
Atlas Brown
Kentucky
$273K – – –
AF
215
Advisornet Financial
Minnesota
$272K -$469 -6 -0.2%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$268K -$12.6K -160 -4%
Truist Financial
217
Truist Financial
North Carolina
$265K -$689K -8,821 -72%
GVAG
218
Great Valley Advisor Group
Delaware
$263K +$1.49K +19 +0.6%
QCM
219
QRG Capital Management
Illinois
$254K -$144K -1,845 -36%
OAM
220
Oxford Asset Management
United Kingdom
$254K +$254K +3,246 New
CWM
221
Congress Wealth Management
Massachusetts
$252K +$252K +3,225 New
JGUA
222
John G. Ullman & Associates
New York
$250K +$250K +3,200 New
CGH
223
Crossmark Global Holdings
Texas
$245K +$22.1K +283 +10%
FHA
224
Flagship Harbor Advisors
Massachusetts
$240K +$240K +3,074 New
Stifel Financial
225
Stifel Financial
Missouri
$238K +$238K +3,041 New
7 8
9
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