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Otter Tail
OTTR

Overview Fund Activity

260 hedge funds and large institutions have $1.99B invested in Otter Tail in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 23 closing their positions.

Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
4.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
79
Reduced
92
Closed
23
Calls
$2.42M
Puts
$7.14M
Net Calls
-$4.72M
Net Calls Change
-$6.72M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$8.84M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.53M
3
Invesco
3
Invesco
Georgia
$15M
4
Cerity Partners
4
Cerity Partners
New York
$2.34M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.54M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.15M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$32.1M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$78.3M
5
GF
5
Gabelli Funds
New York
$52.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$515M 6,523,732 -1,481 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$429M 5,434,896 -147,578 -3%
State Street
3
State Street
Massachusetts
$118M 1,494,501 +19,124 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81.4M 1,031,366 -14,762 -1%
First Trust Advisors
5
First Trust Advisors
Illinois
$78.3M 991,034 -63,186 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$66.6M 843,716 +27,779 +3%
GF
7
Gabelli Funds
New York
$52.9M 669,900 -55,600 -8%
Northern Trust
8
Northern Trust
Illinois
$49.4M 625,978 -1,284 -0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$42.9M 543,494 -39,732 -7%
Charles Schwab
10
Charles Schwab
California
$39.3M 497,788 +1,179 +0.2%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$32.6M 413,326 -1,237 -0.3%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$32.1M 406,006 -92,040 -18%
Morgan Stanley
13
Morgan Stanley
New York
$26.4M 334,199 +9,781 +3%
GI
14
GAMCO Investors
Connecticut
$23.9M 302,892 -18,325 -6%
Principal Financial Group
15
Principal Financial Group
Iowa
$19.2M 243,778 -13,253 -5%
Victory Capital Management
16
Victory Capital Management
Texas
$16.2M 204,860 -2,828 -1%
LSV Asset Management
17
LSV Asset Management
Illinois
$16.1M 203,816 -3,900 -2%
Invesco
18
Invesco
Georgia
$15M 190,059 +37,659 +25%
Ameriprise
19
Ameriprise
Minnesota
$14.1M 178,554 -10,898 -6%
Federated Hermes
20
Federated Hermes
Pennsylvania
$13.7M 172,890 -15,886 -8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.5M 158,519 +12,940 +9%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$11.3M 143,430 +3,460 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$9.36M 118,570 +25 +0%
ProShare Advisors
24
ProShare Advisors
Maryland
$8.84M 111,926 +105,948 +1,772%
PFC
25
Phocas Financial Corp
California
$8.8M 111,457 -800 -0.7%
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