Adage Capital Partners’s Otter Tail OTTR Stock Holding History

Adage Capital Partners’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$30M	Sell	342,000 -2,149	-0.6%	-$186K	0.05%	370
2025 Q4	$27.8M	Buy	344,149 +179,149	+109%	+$14.5M	0.04%	392
2025 Q3	$13.5M	Sell	165,000 -20,000	-11%	-$1.62M	0.02%	570
2025 Q2	$14.3M	Sell	185,000 -35,000	-16%	-$2.73M	0.02%	532
2025 Q1	$17.7M	Buy	+220,000	New	+$17.4M	0.03%	451
2024 Q4	–	Sell	-70,000	Closed	-$5.47M	–	940
2024 Q3	$5.47M	Buy	+70,000	New	+$6.06M	0.01%	706
2022 Q2	–	Sell	-155,000	Closed	-$9.69M	–	1128
2022 Q1	$9.69M	Sell	155,000 -10,000	-6%	-$627K	0.02%	707
2021 Q4	$11.8M	Sell	165,000 -155,232	-48%	-$10M	0.02%	650
2021 Q3	$17.9M	Sell	320,232 -10,000	-3%	-$530K	0.04%	499
2021 Q2	$16.1M	Buy	330,232 +125,000	+61%	+$5.98M	0.03%	550
2021 Q1	$9.48M	Buy	+205,232	New	+$8.78M	0.02%	700

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Adage Capital Partners's OTTR Position: Q1 2026 in Review

Adage Capital Partners reduced its Otter Tail (OTTR) stake by 0.62% in Q1 2026, selling an estimated $186K and leaving 342,000 shares worth $30M. The position accounts for 0.05% of the portfolio, ranked #370.

Adage Capital Partners first reported a position in OTTR in Q1 2021 and has held it in 11 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Adage Capital Partners held 342,000 shares of Otter Tail worth $30M as of Q1 2026.
Adage Capital Partners sold 2,149 Otter Tail shares in Q1 2026, an estimated $186K.
Otter Tail made up 0.05% of Adage Capital Partners's portfolio in Q1 2026, its #370 holding.
Adage Capital Partners first reported a position in Otter Tail in Q1 2021 and has held it in 11 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.