Jim Simons’s Otter Tail OTTR Stock Holding History

Jim Simons’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	$580K	Sell	6,610 -6,688	-50%	-$579K	﹤0.01%	2538
2025 Q4	$1.07M	Sell	13,298 -94,612	-88%	-$7.66M	﹤0.01%	2232
2025 Q3	$8.85M	Buy	107,910 +68,800	+176%	+$5.58M	0.01%	1153
2025 Q2	$3.01M	Buy	+39,110	New	+$3.05M	﹤0.01%	1841
2025 Q1	–	Sell	-39,335	Closed	-$2.9M	–	3739
2024 Q4	$2.9M	Sell	39,335 -19,975	-34%	-$1.56M	﹤0.01%	1804
2024 Q3	$4.64M	Buy	+59,310	New	+$5.13M	0.01%	1489
2023 Q4	–	Sell	-6,004	Closed	-$456K	–	4023
2023 Q3	$456K	Sell	6,004 -19,500	-76%	-$1.6M	﹤0.01%	2746
2023 Q2	$2.01M	Sell	25,504 -45,400	-64%	-$3.41M	﹤0.01%	1997
2023 Q1	$5.12M	Sell	70,904 -64,400	-48%	-$4.28M	0.01%	1464
2022 Q4	$7.94M	Sell	135,304 -94,010	-41%	-$5.63M	0.01%	1228
2022 Q3	$14.1M	Buy	229,314 +15,800	+7%	+$1.14M	0.02%	850
2022 Q2	$14.3M	Sell	213,514 -39,300	-16%	-$2.5M	0.02%	909
2022 Q1	$15.8M	Buy	252,814 +59,910	+31%	+$3.76M	0.02%	884
2021 Q4	$13.8M	Sell	192,904 -26,000	-12%	-$1.68M	0.02%	907
2021 Q3	$12.3M	Sell	218,904 -26,110	-11%	-$1.38M	0.02%	912
2021 Q2	$12M	Sell	245,014 -68,700	-22%	-$3.29M	0.01%	1061
2021 Q1	$14.5M	Sell	313,714 -115,800	-27%	-$4.95M	0.02%	966
2020 Q4	$18.3M	Sell	429,514 -258,128	-38%	-$10.5M	0.02%	806
2020 Q3	$24.9M	Sell	687,642 -41,368	-6%	-$1.59M	0.02%	633
2020 Q2	$28.3M	Sell	729,010 -122,390	-14%	-$5.15M	0.02%	641
2020 Q1	$37.9M	Sell	851,400 -21,500	-2%	-$1.07M	0.04%	470
2019 Q4	$44.8M	Sell	872,900 -44,400	-5%	-$2.3M	0.03%	577
2019 Q3	$49.3M	Sell	917,300 -12,100	-1%	-$633K	0.04%	510
2019 Q2	$49.1M	Sell	929,400 -13,600	-1%	-$693K	0.04%	501
2019 Q1	$47M	Sell	943,000 -11,000	-1%	-$540K	0.04%	542
2018 Q4	$47.4M	Buy	954,000 +33,000	+4%	+$1.57M	0.05%	447
2018 Q3	$44.1M	Buy	921,000 +47,500	+5%	+$2.3M	0.05%	491
2018 Q2	$41.6M	Buy	873,500 +25,990	+3%	+$1.17M	0.05%	527
2018 Q1	$36.7M	Buy	847,510 +154,710	+22%	+$6.47M	0.04%	577
2017 Q4	$30.8M	Buy	692,800 +60,390	+10%	+$2.77M	0.03%	673
2017 Q3	$27.4M	Buy	632,410 +76,900	+14%	+$3.18M	0.03%	713
2017 Q2	$22M	Buy	555,510 +127,110	+30%	+$5M	0.03%	795
2017 Q1	$16.2M	Buy	428,400 +65,500	+18%	+$2.48M	0.02%	929
2016 Q4	$14.8M	Buy	362,900 +74,900	+26%	+$2.78M	0.02%	974
2016 Q3	$9.96M	Buy	288,000 +76,700	+36%	+$2.65M	0.02%	1152
2016 Q2	$7.08M	Sell	211,300 -19,210	-8%	-$577K	0.01%	1378
2016 Q1	$6.83M	Buy	230,510 +117,410	+104%	+$3.22M	0.01%	1406
2015 Q4	$3.01M	Sell	113,100 -75,907	-40%	-$2.04M	0.01%	1835
2015 Q3	$4.93M	Buy	189,007 +66,902	+55%	+$1.77M	0.01%	1409
2015 Q2	$3.25M	Buy	122,105 +63,895	+110%	+$1.83M	0.01%	1733
2015 Q1	$1.87M	Buy	58,210 +41,600	+250%	+$1.32M	﹤0.01%	1963
2014 Q4	$514K	Sell	16,610 -23,355	-58%	-$690K	﹤0.01%	2421
2014 Q3	$1.07M	Sell	39,965 -80,445	-67%	-$2.28M	﹤0.01%	1997
2014 Q2	$3.65M	Buy	120,410 +60,048	+99%	+$1.75M	0.01%	1410
2014 Q1	$1.86M	Buy	+60,362	New	+$1.78M	﹤0.01%	1809
2013 Q3	–	Sell	-28,210	Closed	-$801K	–	2914
2013 Q2	$801K	Buy	+28,210	New	+$831K	﹤0.01%	2035

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jim Simons's OTTR Position: Q1 2026 in Review

Jim Simons reduced its Otter Tail (OTTR) stake by 50% in Q1 2026, selling an estimated $579K and leaving 6,610 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Jim Simons first reported a position in OTTR in Q2 2013 and has held it in 46 quarters since. The position peaked at $49.3M in Q3 2019. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Jim Simons held 6,610 shares of Otter Tail worth $580K as of Q1 2026.
Jim Simons sold 6,688 Otter Tail shares in Q1 2026, an estimated $579K.
Otter Tail made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2538 holding.
Jim Simons first reported a position in Otter Tail in Q2 2013 and has held it in 46 quarters since.
Jim Simons's Otter Tail position peaked at $49.3M in Q3 2019.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.