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Otter Tail

328 hedge funds and large institutions have $2.04B invested in Otter Tail in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

51% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.02M

23% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 97

4% more funds holding

Funds holding: 315328 (+13)

3.94% more ownership

Funds ownership: 59%62.94% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $2.15B → $2.04B (-$107M)

Holders
328
Holders Change
+13
Holders Change %
+4.13%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
119
Reduced
97
Closed
30
Calls
$1.55M
Puts
$1.02M
Net Calls
+$523K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$516M +$9.12M +105,399 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$409M +$2.63M +30,363 +0.6%
State Street
3
State Street
Massachusetts
$125M +$1.57M +18,109 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$79.2M -$1.93M -22,314 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$77.7M -$1M -11,589 -1%
First Trust Advisors
6
First Trust Advisors
Illinois
$56.2M +$7.48M +86,433 +14%
Morgan Stanley
7
Morgan Stanley
New York
$41.2M +$1.72M +19,843 +4%
Charles Schwab
8
Charles Schwab
California
$39.8M +$296K +3,425 +0.7%
GF
9
Gabelli Funds
New York
$37.1M -$2.14M -24,700 -5%
Northern Trust
10
Northern Trust
Illinois
$37M -$8.14M -94,034 -17%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$31M -$3.36M -38,852 -9%
Millennium Management
12
Millennium Management
New York
$28.3M +$24.3M +280,835 +344%
N
13
Nuveen
North Carolina
$22.1M -$3.25M -37,564 -12%
GI
14
GAMCO Investors
Connecticut
$20.6M -$874K -10,100 -4%
Principal Financial Group
15
Principal Financial Group
Iowa
$17M -$933K -10,784 -5%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$16M +$16.9M +194,862 +1,943%
Invesco
17
Invesco
Georgia
$15.2M -$2.54M -29,300 -13%
Goldman Sachs
18
Goldman Sachs
New York
$14.1M +$6.25M +72,241 +67%
Bank of America
19
Bank of America
North Carolina
$14.1M +$7.79M +89,960 +100%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$13.7M -$163K -1,879 -1%
Federated Hermes
21
Federated Hermes
Pennsylvania
$12.2M +$1.12M +12,992 +9%
Ameriprise
22
Ameriprise
Minnesota
$10.7M -$1.09M -12,557 -8%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$10.6M -$441K -5,100 -4%
TI
24
Trexquant Investment
Connecticut
$10.5M +$8.24M +95,197 +246%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$10.3M -$3.36M -38,846 -23%

OTTR Hedge Fund Activity: Q3 2024 in Review

328 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2024, worth a combined $2.04B — down 5% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new OTTR positions and 30 closed out — a net gain of 16 holders — while 119 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $24.3M. The largest seller was Northern Trust, cutting an estimated $8.14M.

  • 328 institutional investors held Otter Tail (OTTR) as of Q3 2024, up from 315 in Q2 2024.
  • Funds reported $2.04B of Otter Tail stock for Q3 2024, down 5% quarter-over-quarter.
  • 46 funds opened new Otter Tail positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Otter Tail buyer in Q3 2024 was Millennium Management, an estimated $24.3M added.
  • The largest Otter Tail seller in Q3 2024 was Northern Trust, an estimated $8.14M sold.

Based on aggregated 13F filings for Q3 2024.