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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Fund Management (CFM)'s OTTR Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Otter Tail (OTTR) stake by 8.8% in Q1 2026, selling an estimated $117K and leaving 14,022 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1598.

Capital Fund Management (CFM) first reported a position in OTTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q3 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Capital Fund Management (CFM) held 14,022 shares of Otter Tail worth $1.23M as of Q1 2026.
  • Capital Fund Management (CFM) sold 1,351 Otter Tail shares in Q1 2026, an estimated $117K.
  • Otter Tail made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1598 holding.
  • Capital Fund Management (CFM) first reported a position in Otter Tail in Q3 2025 and has held it in 3 quarters since.
  • Capital Fund Management (CFM)'s Otter Tail position peaked at $1.42M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.