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Otter Tail
OTTR

Overview Fund Activity

313 hedge funds and large institutions have $2.15B invested in Otter Tail in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 80 reducing their positions, and 31 closing their positions.

Holders
313
Holders Change
+11
Holders Change %
+3.64%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
48
Increased
118
Reduced
80
Closed
31
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$55.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
EP
5
Edgestream Partners
New Jersey
$5.93M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$15.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.02M
3
Millennium Management
3
Millennium Management
New York
$7.14M
4
WAM
4
Weiss Asset Management
Massachusetts
$1.85M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$569M 6,495,576 -21,174 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$456M 5,201,519 -36,991 -0.7%
State Street
3
State Street
Massachusetts
$138M 1,580,422 +1,559 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$90.7M 1,035,541 +3,974 +0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$88M 1,004,949 +38,661 +4%
First Trust Advisors
6
First Trust Advisors
Illinois
$55.5M 633,081 +549,492 +657%
Northern Trust
7
Northern Trust
Illinois
$49.8M 568,051 -14,106 -2%
Morgan Stanley
8
Morgan Stanley
New York
$44.4M 507,268 +13,525 +3%
Charles Schwab
9
Charles Schwab
California
$44.3M 505,705 +20,007 +4%
GF
10
Gabelli Funds
New York
$43.7M 499,200 -33,000 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$38.1M 435,005 +4,862 +1%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$28.1M 320,648 +89,112 +38%
GI
13
GAMCO Investors
Connecticut
$24M 273,542 -800 -0.3%
Principal Financial Group
14
Principal Financial Group
Iowa
$19.9M 227,683 -7,419 -3%
Invesco
15
Invesco
Georgia
$19.6M 224,071 +12,667 +6%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$15.6M 177,621 -540,237 -75%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.9M 170,660 +76,708 +82%
Ameriprise
18
Ameriprise
Minnesota
$13.1M 149,665 -2,164 -1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$12.5M 143,074 +4,997 +4%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$12.3M 140,750 +3,970 +3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$12.1M 138,064 +95,258 +223%
BTC
22
Bank & Trust Company
Illinois
$11.1M 127,058 +127,058 New
Legal & General Group
23
Legal & General Group
United Kingdom
$10.1M 115,808 -1,073 -0.9%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$9.65M 110,167 -116 -0.1%
Goldman Sachs
25
Goldman Sachs
New York
$9.51M 108,550 +57,729 +114%
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