Otter Tail
OTTR
303 hedge funds and large institutions have $2.11B invested in Otter Tail in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 32 closing their positions.
72% more call options, than puts
Call options by funds: $1.95M | Put options by funds: $1.13M
25% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 32
2% more funds holding
Funds holding: 297 → 303 (+6)
2% less capital invested
Capital invested by funds: $2.16B → $2.11B (-$43.7M)
2.29% less ownership
Funds ownership: 60.87% → 58.58% (-2.3%)
25% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.2M |
| 2 |
Millennium Management
New York
|
+$13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.87M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$6.44M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$64.6M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$14.2M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$8.24M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$6.88M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.16M |
OTTR Hedge Fund Activity: Q1 2024 in Review
303 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2024, worth a combined $2.11B — down 2% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new OTTR positions and 32 closed out — a net gain of 8 holders — while 85 added to existing stakes and 113 trimmed.
The largest buyer was Vanguard Group, adding an estimated $17.2M. The largest seller was First Trust Advisors, cutting an estimated $64.6M.
- 303 institutional investors held Otter Tail (OTTR) as of Q1 2024, up from 297 in Q4 2023.
- Funds reported $2.11B of Otter Tail stock for Q1 2024, down 2% quarter-over-quarter.
- 40 funds opened new Otter Tail positions in Q1 2024 and 32 closed out, a net change of +8 holders.
- The largest Otter Tail buyer in Q1 2024 was Vanguard Group, an estimated $17.2M added.
- The largest Otter Tail seller in Q1 2024 was First Trust Advisors, an estimated $64.6M sold.
Based on aggregated 13F filings for Q1 2024.