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Otter Tail

321 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, 126 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
-5
Holders Change %
-1.53%
% 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
126
Reduced
94
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Shares
Change %
IFS
201
Ifrah Financial Services
Arkansas
$279K -$148 -2 -0.1%
CG
202
Cynosure Group
Utah
$276K -$400K -5,411 -59%
CTA
203
Chesley Taft & Associates
Illinois
$272K
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$271K +$18.9K +256 +7%
AC
205
AXQ Capital
New Jersey
$263K +$263K +3,568 New
EC
206
EntryPoint Capital
New York
$260K -$132K -1,787 -34%
AB
207
Atlas Brown
Kentucky
$258K
YIH
208
Y-Intercept (HK)
Hong Kong
$257K -$31.9K -432 -11%
Truist Financial
209
Truist Financial
North Carolina
$250K +$74 +1 +0%
Stifel Financial
210
Stifel Financial
Missouri
$250K +$25.7K +348 +11%
ECM
211
Evergreen Capital Management
Washington
$242K +$242K +3,274 New
LWA
212
Lifelong Wealth Advisors
Minnesota
$234K +$234K +3,164 New
HW
213
Hancock Whitney
Mississippi
$233K -$132K -1,789 -36%
CGH
214
Crossmark Global Holdings
Texas
$231K -$1.11K -15 -0.5%
SOW
215
State of Wyoming
Wyoming
$222K +$57.2K +775 +35%
FHA
216
Flagship Harbor Advisors
Massachusetts
$222K -$4.8K -65 -2%
CWM
217
Congress Wealth Management
Massachusetts
$222K -$16.6K -225 -7%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$221K -$203K -2,751 -48%
X
219
Xponance
Pennsylvania
$218K +$18.2K +246 +9%
Lazard Asset Management
220
Lazard Asset Management
New York
$215K -$102K -1,394 -32%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$214K
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$213K +$213K +2,881 New
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$213K -$151K -2,045 -42%
Kovitz Investment Group Partners
224
Kovitz Investment Group Partners
Illinois
$210K +$210K +2,847 New
WAAG
225
Wealth Alliance Advisory Group
Kansas
$205K