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Otter Tail
OTTR

Overview Fund Activity

275 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 22 closing their positions.

Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
4.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
73
Reduced
104
Closed
22
Calls
$3.44M
Puts
$8.47M
Net Calls
-$5.03M
Net Calls Change
-$306K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$41.4M
2
CSS
2
Cubist Systematic Strategies
Connecticut
$4.3M
3
Bank of America
3
Bank of America
North Carolina
$9.18M
4
Squarepoint
4
Squarepoint
New York
$2.89M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$66.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$396M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.95M
3
BlackRock
3
BlackRock
New York
$488M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$70M
5
GF
5
Gabelli Funds
New York
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$488M 6,429,241 -94,491 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$396M 5,211,243 -223,653 -4%
State Street
3
State Street
Massachusetts
$115M 1,514,818 +20,317 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.7M 1,023,367 -7,999 -0.8%
First Trust Advisors
5
First Trust Advisors
Illinois
$70M 922,343 -68,691 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$66.4M 874,484 +30,768 +4%
Northern Trust
7
Northern Trust
Illinois
$47.5M 625,503 -475 -0.1%
GF
8
Gabelli Funds
New York
$46M 605,700 -64,200 -10%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$41.4M 545,488 +132,162 +32%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$40.1M 528,162 -15,332 -3%
Charles Schwab
11
Charles Schwab
California
$38.6M 508,849 +11,061 +2%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$30.8M 405,089 -917 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$26M 342,349 +8,150 +2%
GI
14
GAMCO Investors
Connecticut
$21.7M 285,192 -17,700 -6%
Principal Financial Group
15
Principal Financial Group
Iowa
$17.8M 234,126 -9,652 -4%
LSV Asset Management
16
LSV Asset Management
Illinois
$14.9M 196,016 -7,800 -4%
Invesco
17
Invesco
Georgia
$13.8M 181,987 -8,072 -4%
Victory Capital Management
18
Victory Capital Management
Texas
$12.8M 168,012 -36,848 -18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$12.3M 162,524 +4,005 +3%
Ameriprise
20
Ameriprise
Minnesota
$12.3M 162,224 -16,330 -9%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$11M 145,220 +1,790 +1%
Bank of America
22
Bank of America
North Carolina
$9.18M 120,872 +44,777 +59%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$8.81M 116,001 +11,173 +11%
Legal & General Group
24
Legal & General Group
United Kingdom
$8.76M 115,365 -3,205 -3%
PFC
25
Phocas Financial Corp
California
$8.45M 111,304 -153 -0.1%
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