Otter Tail
OTTR
296 hedge funds and large institutions have $2.2B invested in Otter Tail in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 92 increasing their positions, 96 reducing their positions, and 21 closing their positions.
119% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 21
26% more call options, than puts
Call options by funds: $4.1M | Put options by funds: $3.25M
16% more capital invested
Capital invested by funds: $1.89B → $2.2B (+$308M)
8% more funds holding
Funds holding: 275 → 296 (+21)
2.35% more ownership
Funds ownership: 59.63% → 61.98% (+2.4%)
4% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$13.1M |
| 3 |
BlackRock
New York
|
+$11.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.01M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13.2M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.41M |
| 3 |
Bank of New York Mellon
New York
|
-$6.12M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.7M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$4.14M |
OTTR Hedge Fund Activity: Q4 2023 in Review
296 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2023, worth a combined $2.2B — up 16% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new OTTR positions and 21 closed out — a net gain of 25 holders — while 92 added to existing stakes and 96 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $46M. The largest seller was Vanguard Group, cutting an estimated $13.2M.
- 296 institutional investors held Otter Tail (OTTR) as of Q4 2023, up from 275 in Q3 2023.
- Funds reported $2.2B of Otter Tail stock for Q4 2023, up 16% quarter-over-quarter.
- 46 funds opened new Otter Tail positions in Q4 2023 and 21 closed out, a net change of +25 holders.
- The largest Otter Tail buyer in Q4 2023 was Morgan Stanley, an estimated $46M added.
- The largest Otter Tail seller in Q4 2023 was Vanguard Group, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2023.