Otter Tail
OTTR
276 hedge funds and large institutions have $1.89B invested in Otter Tail in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 104 reducing their positions, and 21 closing their positions.
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
6% more funds holding
Funds holding: 260 → 276 (+16)
0.85% less ownership
Funds ownership: 60.48% → 59.63% (-0.85%)
5% less capital invested
Capital invested by funds: $1.99B → $1.89B (-$102M)
30% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 104
59% less call options, than puts
Call options by funds: $3.44M | Put options by funds: $8.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$10.9M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$4.65M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.68M |
| 4 |
Squarepoint
New York
|
+$3.12M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18.4M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.76M |
| 3 |
BlackRock
New York
|
-$7.76M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.64M |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$5.27M |
OTTR Hedge Fund Activity: Q3 2023 in Review
276 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2023, worth a combined $1.89B — down 5.1% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new OTTR positions and 21 closed out — a net gain of 19 holders — while 73 added to existing stakes and 104 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $10.9M. The largest seller was Vanguard Group, cutting an estimated $18.4M.
- 276 institutional investors held Otter Tail (OTTR) as of Q3 2023, up from 260 in Q2 2023.
- Funds reported $1.89B of Otter Tail stock for Q3 2023, down 5.1% quarter-over-quarter.
- 40 funds opened new Otter Tail positions in Q3 2023 and 21 closed out, a net change of +19 holders.
- The largest Otter Tail buyer in Q3 2023 was Fuller & Thaler Asset Management, an estimated $10.9M added.
- The largest Otter Tail seller in Q3 2023 was Vanguard Group, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2023.