Hotchkis & Wiley Capital Management
OTTR icon

Hotchkis & Wiley Capital Management’s Otter Tail OTTR Stock Holding History

Hotchkis & Wiley Capital 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
Q2 		$7.47M Buy
83,053
+2,700
+3% +$239K 0.02% 341
2026
Q1 		$7.05M Sell
80,353
-3,216
-4% -$278K 0.02% 317
2025
Q4 		$6.75M Buy
83,569
+226
+0.3% +$18.3K 0.02% 340
2025
Q3 		$6.83M Sell
83,343
-27,322
-25% -$2.22M 0.02% 325
2025
Q2 		$8.53M Sell
110,665
-7,580
-6% -$592K 0.03% 296
2025
Q1 		$9.5M Sell
118,245
-53,415
-31% -$4.23M 0.03% 241
2024
Q4 		$12.7M Buy
171,660
+36,010
+27% +$2.82M 0.04% 197
2024
Q3 		$10.6M Sell
135,650
-5,100
-4% -$441K 0.04% 217
2024
Q2 		$12.3M Buy
140,750
+3,970
+3% +$348K 0.04% 166
2024
Q1 		$11.8M Sell
136,780
-6,080
-4% -$529K 0.04% 202
2023
Q4 		$12.1M Sell
142,860
-2,360
-2% -$182K 0.04% 170
2023
Q3 		$11M Buy
145,220
+1,790
+1% +$147K 0.04% 155
2023
Q2 		$11.3M Buy
143,430
+3,460
+2% +$260K 0.04% 157
2023
Q1 		$10.1M Sell
139,970
-23,940
-15% -$1.59M 0.04% 165
2022
Q4 		$9.62M Buy
163,910
+31,390
+24% +$1.88M 0.04% 183
2022
Q3 		$8.15M Sell
132,520
-24,980
-16% -$1.8M 0.04% 171
2022
Q2 		$10.6M Sell
157,500
-8,570
-5% -$545K 0.04% 135
2022
Q1 		$10.4M Buy
166,070
+28,865
+21% +$1.81M 0.03% 162
2021
Q4 		$9.8M Sell
137,205
-36,260
-21% -$2.34M 0.03% 163
2021
Q3 		$9.71M Sell
173,465
-24,350
-12% -$1.29M 0.03% 146
2021
Q2 		$9.65M Buy
197,815
+11,300
+6% +$541K 0.03% 152
2021
Q1 		$8.61M Buy
186,515
+26,975
+17% +$1.15M 0.03% 166
2020
Q4 		$6.8M Buy
159,540
+29,860
+23% +$1.22M 0.02% 200
2020
Q3 		$4.69M Buy
129,680
+16,410
+14% +$631K 0.02% 194
2020
Q2 		$4.39M Buy
113,270
+8,430
+8% +$355K 0.02% 225
2020
Q1 		$4.66M Sell
104,840
-32,250
-24% -$1.61M 0.03% 148
2019
Q4 		$7.03M Buy
+137,090
New +$7.11M 0.02% 197
2018
Q2 		– Sell
-8,788
Closed -$381K – 517
2018
Q1 		$381K Buy
8,788
+126
+1% +$5.27K ﹤0.01% 445
2017
Q4 		$385K Buy
+8,662
New +$397K ﹤0.01% 455

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

Hotchkis & Wiley Capital Management's OTTR Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Otter Tail (OTTR) stake by 3.4% in Q2 2026, buying an estimated $239K and bringing the position to 83,053 shares worth $7.47M. The position accounts for 0.02% of the portfolio, ranked #341.

Hotchkis & Wiley Capital Management first reported a position in OTTR in Q4 2017 and has held it in 29 quarters since. The position peaked at $12.7M in Q4 2024. 361 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 83,053 shares of Otter Tail worth $7.47M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 2,700 Otter Tail shares in Q2 2026, an estimated $239K.
  • Otter Tail made up 0.02% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #341 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Otter Tail in Q4 2017 and has held it in 29 quarters since.
  • Hotchkis & Wiley Capital Management's Otter Tail position peaked at $12.7M in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.