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Voleon Capital Management’s Otter Tail OTTR Stock Holding History

Voleon 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
Q1 		$793K Sell
9,034
-6,310
-41% -$546K 0.02% 483
2025
Q4 		$1.24M Buy
15,344
+2,931
+24% +$237K 0.03% 400
2025
Q3 		$1.02M Buy
+12,413
New +$1.01M 0.02% 443

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

Voleon Capital Management's OTTR Position: Q1 2026 in Review

Voleon Capital Management reduced its Otter Tail (OTTR) stake by 41% in Q1 2026, selling an estimated $546K and leaving 9,034 shares worth $793K. The position accounts for 0.02% of the portfolio, ranked #483.

Voleon Capital Management first reported a position in OTTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q4 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Voleon Capital Management held 9,034 shares of Otter Tail worth $793K as of Q1 2026.
  • Voleon Capital Management sold 6,310 Otter Tail shares in Q1 2026, an estimated $546K.
  • Otter Tail made up 0.02% of Voleon Capital Management's portfolio in Q1 2026, its #483 holding.
  • Voleon Capital Management first reported a position in Otter Tail in Q3 2025 and has held it in 3 quarters since.
  • Voleon Capital Management's Otter Tail position peaked at $1.24M in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.