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Otter Tail
OTTR

Overview Fund Activity

339 hedge funds and large institutions have $2.12B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
104
Reduced
128
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K

Top Buyers

1
Millennium Management
Millennium Management
New York
$36.7M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.5M
3
Bank of America
Bank of America
North Carolina
$31.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$12.7M
5
LSV Asset Management
LSV Asset Management
Illinois
$4.6M

Top Sellers

1
BlackRock
BlackRock
New York
$496M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$20.3K
3
Northern Trust
Northern Trust
Illinois
$31.5M
4
TI
Trexquant Investment
Connecticut
$435K
5
Invesco
Invesco
Georgia
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
226
Xponance
Pennsylvania
$229K -$9.79K -127 -4%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$228K +$28.4K +368 +14%
Mitsubishi UFJ Trust & Banking
228
Mitsubishi UFJ Trust & Banking
Japan
$222K – – –
QC
229
Quadrature Capital
United Kingdom
$219K +$219K +2,847 New
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$219K +$154 +2 +0.1%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$218K – – –
EI
232
Ethic Inc
New York
$217K +$217K +2,757 New
WAAG
233
Wealth Alliance Advisory Group
Kansas
$214K – – –
FHA
234
Flagship Harbor Advisors
Massachusetts
$208K -$13K -169 -6%
P
235
&Partners
Tennessee
$204K -$3.62K -47 -2%
CFGSD
236
Compass Financial Group (South Dakota)
South Dakota
$204K +$1.31K +17 +0.6%
IWM
237
IHT Wealth Management
Illinois
$201K +$1K +13 +0.5%
NS
238
NBC Securities
Alabama
$179K -$9.6K -125 -5%
SOW
239
State of Wyoming
Wyoming
$169K +$169K +2,189 New
FDP
240
Financiere des Professionnels
Quebec, Canada
$158K +$158K +2,051 New
MYIA
241
Mount Yale Investment Advisors
Colorado
$141K +$141K +1,824 New
C
242
Covestor
United Kingdom
$140K -$73.3K -951 -34%
PD
243
Point72 (DIFC)
United Arab Emirates
$138K +$138K +1,784 New
SAM
244
Shell Asset Management
Netherlands
$134K -$32.9K -426 -20%
FFA
245
Farther Finance Advisors
California
$133K -$72.1K -935 -35%
JFA
246
JNBA Financial Advisors
Minnesota
$132K -$8.87K -115 -6%
AAG
247
Armstrong Advisory Group
Massachusetts
$128K +$61.7K +800 +93%
PAS
248
Point72 Asia (Singapore)
Singapore
$123K +$123K +1,591 New
DekaBank Deutsche Girozentrale
249
DekaBank Deutsche Girozentrale
Germany
$119K – – –
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$100K – – –
8 9
10
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