Connor, Clark & Lunn Investment Management (CC&L)
OTTR icon

Connor, Clark & Lunn Investment Management (CC&L)’s Otter Tail OTTR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$5.14M Buy
57,071
+11,678
+26% +$1.03M 0.01% 720
2026
Q1 		$3.98M Buy
45,393
+13,482
+42% +$1.17M 0.01% 757
2025
Q4 		$2.58M Sell
31,911
-900
-3% -$72.9K 0.01% 848
2025
Q3 		$2.69M Sell
32,811
-2,803
-8% -$227K 0.01% 761
2025
Q2 		$2.75M Sell
35,614
-7,856
-18% -$613K 0.01% 763
2025
Q1 		$3.49M Buy
43,470
+20,315
+88% +$1.61M 0.02% 592
2024
Q4 		$1.71M Buy
23,155
+2,446
+12% +$192K 0.01% 772
2024
Q3 		$1.62M Buy
20,709
+12,703
+159% +$1.1M 0.01% 720
2024
Q2 		$701K Sell
8,006
-18
-0.2% -$1.58K ﹤0.01% 948
2024
Q1 		$693K Buy
8,024
+1,779
+28% +$155K ﹤0.01% 1006
2023
Q4 		$531K Buy
+6,245
New +$482K ﹤0.01% 1029
2023
Q3 		– Sell
-17,734
Closed -$1.4M – 1491
2023
Q2 		$1.4M Buy
17,734
+13,945
+368% +$1.05M 0.01% 694
2023
Q1 		$274K Buy
+3,789
New +$252K ﹤0.01% 1025

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 $3.37T AUM 44.26% 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

Connor, Clark & Lunn Investment Management (CC&L)'s OTTR Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Otter Tail (OTTR) stake by 26% in Q2 2026, buying an estimated $1.03M and bringing the position to 57,071 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #720.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OTTR in Q1 2023 and has held it in 13 quarters since. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 57,071 shares of Otter Tail worth $5.14M as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) bought 11,678 Otter Tail shares in Q2 2026, an estimated $1.03M.
  • Otter Tail made up 0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #720 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Otter Tail in Q1 2023 and has held it in 13 quarters since.
  • 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.