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Otter Tail
OTTR

Overview Fund Activity

294 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.

Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
92
Reduced
96
Closed
21
Calls
$4.1M
Puts
$3.25M
Net Calls
+$850K
Net Calls Change
+$5.88M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$60.8M
3
BlackRock
3
BlackRock
New York
$559M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$12.2M
5
BCM
5
Bridgeway Capital Management
Texas
$4.98M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$70.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$38.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.64M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$259K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$559M 6,574,793 +145,552 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$428M 5,040,893 -170,350 -3%
State Street
3
State Street
Massachusetts
$131M 1,541,152 +26,334 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.2M 1,026,585 +3,218 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$79.7M 938,022 +595,673 +174%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$77.8M 915,785 +41,301 +5%
First Trust Advisors
7
First Trust Advisors
Illinois
$70.2M 826,311 -96,032 -10%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$60.8M 715,580 +170,092 +31%
Northern Trust
9
Northern Trust
Illinois
$53.6M 631,219 +5,716 +0.9%
GF
10
Gabelli Funds
New York
$47.9M 563,900 -41,800 -7%
Charles Schwab
11
Charles Schwab
California
$42.4M 498,689 -10,160 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$38.1M 448,891 -79,271 -15%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$33.5M 394,641 -10,448 -3%
GI
14
GAMCO Investors
Connecticut
$23.8M 280,392 -4,800 -2%
Principal Financial Group
15
Principal Financial Group
Iowa
$19.6M 230,744 -3,382 -1%
Invesco
16
Invesco
Georgia
$17M 199,976 +17,989 +10%
LSV Asset Management
17
LSV Asset Management
Illinois
$15.6M 183,816 -12,200 -6%
Victory Capital Management
18
Victory Capital Management
Texas
$13.8M 162,337 -5,675 -3%
Bank of America
19
Bank of America
North Carolina
$13.7M 160,935 +40,063 +33%
Ameriprise
20
Ameriprise
Minnesota
$13.4M 157,386 -4,838 -3%
Federated Hermes
21
Federated Hermes
Pennsylvania
$12.2M 143,231 +64,876 +83%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$12.1M 142,860 -2,360 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$9.82M 115,536 +171 +0.1%
Citadel Advisors
24
Citadel Advisors
Florida
$9.76M 114,859 +27,594 +32%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$9.71M 114,239 -1,762 -2%
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