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Otter Tail

315 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 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $893K

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 80

4% more funds holding

Funds holding: 304315 (+11)

2% more capital invested

Capital invested by funds: $2.11B → $2.15B (+$37.6M)

0.15% more ownership

Funds ownership: 58.85%59% (+0.15%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% 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
32
Calls
$1.81M
Puts
$893K
Net Calls
+$920K
Net Calls Change
+$100K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$569M -$1.85M -21,174 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$456M -$3.24M -36,991 -0.7%
State Street
3
State Street
Massachusetts
$138M +$136K +1,559 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$90.7M +$348K +3,974 +0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$88M +$3.38M +38,661 +4%
First Trust Advisors
6
First Trust Advisors
Illinois
$55.5M +$48.1M +549,492 +657%
Northern Trust
7
Northern Trust
Illinois
$49.8M -$1.24M -14,106 -2%
Morgan Stanley
8
Morgan Stanley
New York
$44.4M +$1.18M +13,525 +3%
Charles Schwab
9
Charles Schwab
California
$44.3M +$1.75M +20,007 +4%
GF
10
Gabelli Funds
New York
$43.7M -$2.89M -33,000 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$38.1M +$426K +4,862 +1%
N
12
Nuveen
North Carolina
$28.1M +$7.8M +89,112 +38%
GI
13
GAMCO Investors
Connecticut
$24M -$70K -800 -0.3%
Principal Financial Group
14
Principal Financial Group
Iowa
$19.9M -$650K -7,419 -3%
Invesco
15
Invesco
Georgia
$19.6M +$1.11M +12,667 +6%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$15.6M -$47.3M -540,237 -75%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.9M +$6.72M +76,708 +82%
Ameriprise
18
Ameriprise
Minnesota
$13.1M -$189K -2,164 -1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$12.5M +$438K +4,997 +4%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$12.3M +$348K +3,970 +3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$12.1M +$8.34M +95,258 +223%
BTC
22
Bank & Trust Company
Illinois
$11.1M +$11.1M +127,058 New
Legal & General Group
23
Legal & General Group
United Kingdom
$10.1M -$93.9K -1,073 -0.9%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$9.65M -$10.2K -116 -0.1%
Goldman Sachs
25
Goldman Sachs
New York
$9.51M +$5.05M +57,729 +114%

OTTR Hedge Fund Activity: Q2 2024 in Review

315 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2024, worth a combined $2.15B — up 1.8% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OTTR positions and 32 closed out — a net gain of 16 holders — while 118 added to existing stakes and 80 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.1M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $47.3M.

  • 315 institutional investors held Otter Tail (OTTR) as of Q2 2024, up from 304 in Q1 2024.
  • Funds reported $2.15B of Otter Tail stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 48 funds opened new Otter Tail positions in Q2 2024 and 32 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q2 2024 was First Trust Advisors, an estimated $48.1M added.
  • The largest Otter Tail seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2024.