Capital Fund Management (CFM)
OTTR icon

Capital Fund Management (CFM)’s Otter Tail OTTR Stock Holding History

Capital Fund Management (CFM)’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
Q2 		$1.08M Sell
12,038
-1,984
-14% -$175K ﹤0.01% 1672
2026
Q1 		$1.23M Sell
14,022
-1,351
-9% -$117K 0.01% 1598
2025
Q4 		$1.24M Sell
15,373
-1,922
-11% -$156K ﹤0.01% 1924
2025
Q3 		$1.42M Buy
+17,295
New +$1.4M ﹤0.01% 1931

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital Fund Management (CFM)'s OTTR Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Otter Tail (OTTR) stake by 14% in Q2 2026, selling an estimated $175K and leaving 12,038 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Capital Fund Management (CFM) first reported a position in OTTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q3 2025. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Capital Fund Management (CFM) held 12,038 shares of Otter Tail worth $1.08M as of Q2 2026.
  • Capital Fund Management (CFM) sold 1,984 Otter Tail shares in Q2 2026, an estimated $175K.
  • Otter Tail made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1672 holding.
  • Capital Fund Management (CFM) first reported a position in Otter Tail in Q3 2025 and has held it in 4 quarters since.
  • Capital Fund Management (CFM)'s Otter Tail position peaked at $1.42M in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.