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Otter Tail

324 hedge funds and large institutions have $2.03B invested in Otter Tail in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 127 increasing their positions, 95 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 95

12% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.02M

2.76% more ownership

Funds ownership: 62.94%65.7% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.04B → $2.03B (-$14.2M)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 328324 (-4)

Holders
324
Holders Change
-4
Holders Change %
-1.22%
% of All Funds
4.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
41
Increased
127
Reduced
95
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$515M +$29.7M +379,241 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$390M +$3.38M +43,186 +0.8%
State Street
3
State Street
Massachusetts
$123M +$4.87M +62,237 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$73.2M -$126K -1,609 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$71.5M -$3.48M -44,388 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$50.4M -$2.92M -37,286 -5%
Northern Trust
7
Northern Trust
Illinois
$40.3M +$5.61M +71,601 +15%
Charles Schwab
8
Charles Schwab
California
$39.6M +$2.15M +27,415 +5%
Morgan Stanley
9
Morgan Stanley
New York
$37.8M -$1.21M -15,418 -3%
GF
10
Gabelli Funds
New York
$34.9M -$157K -2,000 -0.4%
Millennium Management
11
Millennium Management
New York
$30.4M +$3.83M +48,888 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29.9M +$704K +8,993 +2%
Invesco
13
Invesco
Georgia
$21.5M +$7.56M +96,573 +50%
GI
14
GAMCO Investors
Connecticut
$20.2M +$803K +10,250 +4%
UBS Group
15
UBS Group
Switzerland
$19.4M +$14.3M +182,697 +229%
Goldman Sachs
16
Goldman Sachs
New York
$18.8M +$5.8M +74,079 +41%
Bank of America
17
Bank of America
North Carolina
$16.7M +$3.62M +46,236 +26%
Principal Financial Group
18
Principal Financial Group
Iowa
$16.7M +$712K +9,088 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
19
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M +$11M +140,044 +169%
Citadel Advisors
20
Citadel Advisors
Florida
$15.9M +$8.06M +102,944 +91%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$15.1M +$17.8K +227 +0.1%
JP Morgan Chase
22
JP Morgan Chase
New York
$14M +$7.17M +91,516 +94%
Federated Hermes
23
Federated Hermes
Pennsylvania
$13.4M +$2M +25,552 +16%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$12.7M +$2.82M +36,010 +27%
N
25
Nuveen
North Carolina
$12.1M -$9.29M -118,688 -42%

OTTR Hedge Fund Activity: Q4 2024 in Review

324 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2024, worth a combined $2.03B — down 0.7% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of OTTR and 41 opened new positions — a net loss of 2 holders — while 95 trimmed existing stakes and 127 added.

The largest buyer was BlackRock, adding an estimated $29.7M. The largest seller was Nuveen, cutting an estimated $9.29M.

  • 324 institutional investors held Otter Tail (OTTR) as of Q4 2024, down from 328 in Q3 2024.
  • Funds reported $2.03B of Otter Tail stock for Q4 2024, down 0.7% quarter-over-quarter.
  • 41 funds opened new Otter Tail positions in Q4 2024 and 43 closed out, a net change of -2 holders.
  • The largest Otter Tail buyer in Q4 2024 was BlackRock, an estimated $29.7M added.
  • The largest Otter Tail seller in Q4 2024 was Nuveen, an estimated $9.29M sold.

Based on aggregated 13F filings for Q4 2024.