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Otter Tail

324 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
201
Squarepoint
New York
$286K +$303K +3,869 New
IFS
202
Ifrah Financial Services
Arkansas
$279K -$157 -2 -0.1%
CG
203
Cynosure Group
Utah
$276K -$424K -5,411 -59%
CTA
204
Chesley Taft & Associates
Illinois
$272K
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$271K +$20K +256 +7%
AC
206
AXQ Capital
New Jersey
$263K +$279K +3,568 New
EC
207
EntryPoint Capital
New York
$260K -$140K -1,787 -34%
AB
208
Atlas Brown
Kentucky
$258K
YIH
209
Y-Intercept (HK)
Hong Kong
$257K -$33.8K -432 -11%
Truist Financial
210
Truist Financial
North Carolina
$250K +$78 +1 +0%
Stifel Financial
211
Stifel Financial
Missouri
$250K +$27.3K +348 +11%
ECM
212
Evergreen Capital Management
Washington
$242K +$256K +3,274 New
LWA
213
Lifelong Wealth Advisors
Minnesota
$234K +$248K +3,164 New
HW
214
Hancock Whitney
Mississippi
$233K -$140K -1,789 -36%
CGH
215
Crossmark Global Holdings
Texas
$231K -$1.18K -15 -0.5%
SOW
216
State of Wyoming
Wyoming
$222K +$60.7K +775 +35%
FHA
217
Flagship Harbor Advisors
Massachusetts
$222K -$5.09K -65 -2%
CWM
218
Congress Wealth Management
Massachusetts
$222K -$17.6K -225 -7%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$221K -$215K -2,751 -48%
X
220
Xponance
Pennsylvania
$218K +$19.3K +246 +9%
Lazard Asset Management
221
Lazard Asset Management
New York
$215K -$109K -1,394 -32%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$214K
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$213K +$226K +2,881 New
Mitsubishi UFJ Trust & Banking
224
Mitsubishi UFJ Trust & Banking
Japan
$213K -$160K -2,045 -42%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$210K +$223K +2,847 New

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.