Balyasny Asset Management
OTTR icon

Balyasny Asset Management’s Otter Tail OTTR Stock Holding History

Balyasny Asset Management’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 		– Sell
-15,313
Closed -$1.24M – 3353
2025
Q4 		$1.24M Sell
15,313
-27,338
-64% -$2.21M ﹤0.01% 2090
2025
Q3 		$3.5M Sell
42,651
-35,503
-45% -$2.88M ﹤0.01% 1546
2025
Q2 		$6.02M Sell
78,154
-21,340
-21% -$1.67M 0.01% 1198
2025
Q1 		$8M Buy
99,494
+51,541
+107% +$4.08M 0.01% 1040
2024
Q4 		$3.54M Buy
47,953
+14,465
+43% +$1.13M 0.01% 1433
2024
Q3 		$2.62M Buy
33,488
+26,499
+379% +$2.29M ﹤0.01% 1562
2024
Q2 		$612K Buy
+6,989
New +$612K ﹤0.01% 1982
2024
Q1 		– Sell
-28,055
Closed -$2.38M – 2976
2023
Q4 		$2.38M Buy
28,055
+1,874
+7% +$145K ﹤0.01% 1398
2023
Q3 		$1.99M Sell
26,181
-5,565
-18% -$457K ﹤0.01% 1373
2023
Q2 		$2.51M Buy
31,746
+9,402
+42% +$706K 0.01% 1309
2023
Q1 		$1.61M Buy
22,344
+14,789
+196% +$982K ﹤0.01% 1538
2022
Q4 		$444K Buy
7,555
+2,341
+45% +$140K ﹤0.01% 1885
2022
Q3 		$321K Buy
+5,214
New +$376K ﹤0.01% 2174
2020
Q2 		– Sell
-4,587
Closed -$204K – 1397
2020
Q1 		$204K Buy
+4,587
New +$229K ﹤0.01% 1049
2017
Q4 		– Sell
-9,329
Closed -$404K – 2238
2017
Q3 		$404K Buy
+9,329
New +$386K ﹤0.01% 1425

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Balyasny Asset Management's OTTR Position: Q1 2026 in Review

Balyasny Asset Management sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 15,313 shares — an estimated $1.24M sold.

Balyasny Asset Management first reported a position in OTTR in Q3 2017 and held it in 15 quarters. The position peaked at $8M in Q1 2025. 347 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Balyasny Asset Management reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 15,313 Otter Tail shares in Q1 2026, an estimated $1.24M.
  • Balyasny Asset Management first reported a position in Otter Tail in Q3 2017 and held it in 15 quarters.
  • Balyasny Asset Management's Otter Tail position peaked at $8M in Q1 2025.
  • 347 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.