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Otter Tail

344 hedge funds and large institutions have $2.57B invested in Otter Tail in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 95

12% more capital invested

Capital invested by funds: $2.29B → $2.57B (+$276M)

11% more call options, than puts

Call options by funds: $693K | Put options by funds: $623K

2.08% more ownership

Funds ownership: 67.6%69.69% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

3% less funds holding

Funds holding: 354344 (-10)

Holders
344
Holders Change
-10
Holders Change %
-2.82%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
137
Reduced
95
Closed
30
Calls
$693K
Puts
$623K
Net Calls
+$70K
Net Calls Change
+$425K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$564M +$2.85M +32,927 +0.5%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$259M +$255M +2,947,184 New
VCM
3
Vanguard Capital Management
Pennsylvania
$164M +$161M +1,865,713 New
State Street
4
State Street
Massachusetts
$138M +$684K +7,908 +0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$92.6M +$3.08M +35,625 +3%
LSV Asset Management
6
LSV Asset Management
Illinois
$91.5M +$43.8M +505,972 +94%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$71.6M -$3.07M -35,488 -4%
Two Sigma Investments
8
Two Sigma Investments
New York
$58.2M +$33.9M +391,281 +144%
Morgan Stanley
9
Morgan Stanley
New York
$57.4M +$7.97M +92,145 +16%
First Trust Advisors
10
First Trust Advisors
Illinois
$53.2M -$17.7M -204,134 -25%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$50M +$1.31M +15,200 +3%
Charles Schwab
12
Charles Schwab
California
$46M -$741K -8,570 -2%
Goldman Sachs
13
Goldman Sachs
New York
$42.6M +$13.5M +156,194 +47%
GF
14
Gabelli Funds
New York
$41M -$164K -1,900 -0.4%
Northern Trust
15
Northern Trust
Illinois
$37.9M +$1.49M +17,234 +4%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$35.1M +$13.1M +151,187 +61%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$30.8M -$689K -7,969 -2%
Adage Capital Partners
18
Adage Capital Partners
Massachusetts
$30M -$186K -2,149 -0.6%
Bank of America
19
Bank of America
North Carolina
$29.5M +$983K +11,363 +3%
JP Morgan Chase
20
JP Morgan Chase
New York
$29.1M -$6.86M -79,295 -19%
VFT
21
Vanguard Fiduciary Trust
Pennsylvania
$23.9M +$23.6M +272,408 New
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$23.5M +$5.76M +66,580 +33%
GI
23
GAMCO Investors
Connecticut
$23.2M -$653K -7,550 -3%
Victory Capital Management
24
Victory Capital Management
Texas
$22.2M +$10.7M +123,963 +97%
Principal Financial Group
25
Principal Financial Group
Iowa
$20.4M +$2.79M +32,266 +16%