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Otter Tail
OTTR

Overview Fund Activity

321 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, 126 increasing their positions, 94 reducing their positions, and 43 closing their positions.

Holders
321
Holders Change
-5
Holders Change %
-1.53%
% 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
126
Reduced
94
Closed
43
Calls
$1.14M
Puts
$1.02M
Net Calls
+$125K
Net Calls Change
-$398K

Top Buyers

1
BlackRock
1
BlackRock
New York
$515M
2
UBS Group
2
UBS Group
Switzerland
$19.4M
3
WAM
3
Weiss Asset Management
Massachusetts
$10.7M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$15.9M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$12.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$388K
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
Jane Street
4
Jane Street
New York
$1.37M
5
ECM
5
ExodusPoint Capital Management
New York
$889K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$515M 6,980,216 +379,241 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$390M 5,275,068 +43,186 +0.8%
State Street
3
State Street
Massachusetts
$123M 1,660,768 +62,237 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$73.2M 991,751 -1,609 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$71.5M 968,839 -44,388 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$50.4M 682,228 -37,286 -5%
Northern Trust
7
Northern Trust
Illinois
$40.3M 545,618 +71,601 +15%
Charles Schwab
8
Charles Schwab
California
$39.6M 536,545 +27,415 +5%
Morgan Stanley
9
Morgan Stanley
New York
$37.8M 511,693 -15,418 -3%
GF
10
Gabelli Funds
New York
$34.9M 472,500 -2,000 -0.4%
Millennium Management
11
Millennium Management
New York
$30.4M 411,281 +48,888 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$29.9M 405,146 +8,993 +2%
Invesco
13
Invesco
Georgia
$21.5M 291,344 +96,573 +50%
GI
14
GAMCO Investors
Connecticut
$20.2M 273,692 +10,250 +4%
UBS Group
15
UBS Group
Switzerland
$19.4M 262,317 +182,697 +229%
Goldman Sachs
16
Goldman Sachs
New York
$18.8M 254,870 +74,079 +41%
Bank of America
17
Bank of America
North Carolina
$16.7M 226,126 +46,236 +26%
Principal Financial Group
18
Principal Financial Group
Iowa
$16.7M 225,987 +9,088 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
19
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.5M 223,005 +140,044 +169%
Citadel Advisors
20
Citadel Advisors
Florida
$15.9M 215,530 +102,944 +91%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$15.1M 205,118 +227 +0.1%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$14M 189,345 +91,516 +94%
Federated Hermes
23
Federated Hermes
Pennsylvania
$13.4M 181,618 +25,552 +16%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$12.7M 171,660 +36,010 +27%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$12.1M 164,396 -118,688 -42%
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