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Otter Tail
OTTR

Overview Fund Activity

248 hedge funds and large institutions have $1.13B invested in Otter Tail in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-17
Holders Change %
-6.42%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
83
Reduced
85
Closed
48
Calls
$2.11M
Puts
$10.3M
Net Calls
-$8.19M
Net Calls Change
-$3.85M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$75.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
$288M
3
BlackRock
BlackRock
New York
$184M
4
Marshall Wace
Marshall Wace
United Kingdom
$8.11M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$3.89M

Top Sellers

1
Millennium Management
Millennium Management
New York
$11.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$9.79M
3
Victory Capital Management
Victory Capital Management
Texas
$2.96M
4
Renaissance Technologies
Renaissance Technologies
New York
$7.94M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$288M +$13.5M +229,661 +5%
BlackRock
2
BlackRock
New York
$184M +$11.9M +202,860 +7%
First Trust Advisors
3
First Trust Advisors
Illinois
$75.5M +$16.4M +280,119 +28%
State Street
4
State Street
Massachusetts
$51.2M -$137K -2,325 -0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$46.2M +$1.61M +27,480 +4%
GF
6
Gabelli Funds
New York
$42.9M +$323K +5,500 +0.8%
Northern Trust
7
Northern Trust
Illinois
$35.2M +$240K +4,085 +0.7%
Nuveen Asset Management
8
Nuveen Asset Management
Illinois
$30M -$1.06M -17,982 -3%
Charles Schwab
9
Charles Schwab
California
$28.9M +$818K +13,934 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$24.6M -$496K -8,445 -2%
GI
11
GAMCO Investors
Connecticut
$20M +$370K +6,300 +2%
Morgan Stanley
12
Morgan Stanley
New York
$14.3M -$2.52M -42,999 -15%
Federated Hermes
13
Federated Hermes
Pennsylvania
$14.2M +$170K +2,901 +1%
LSV Asset Management
14
LSV Asset Management
Illinois
$12.2M +$3.72M +63,416 +44%
Millennium Management
15
Millennium Management
New York
$11.6M -$14.8M -251,432 -56%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$9.79M -$10.5M -178,885 -52%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$9.62M +$1.84M +31,390 +24%
Marshall Wace
18
Marshall Wace
United Kingdom
$8.11M +$5.89M +100,374 +266%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.94M -$5.52M -94,010 -41%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$7.27M -$4.08M -69,572 -36%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$6.62M +$159K +2,701 +2%
PFC
22
Phocas Financial Corp
California
$6.52M -$9.04K -154 -0.1%
Swiss National Bank
23
Swiss National Bank
Switzerland
$5.31M +$93.9K +1,600 +2%
FWC
24
First Washington Corp
Washington
$5.3M +$3.16M +53,834 +148%
Prudential Financial
25
Prudential Financial
New Jersey
$5.16M -$1.07M -18,255 -17%
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