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Otter Tail
OTTR

Overview Fund Activity

331 hedge funds and large institutions have $2.21B invested in Otter Tail in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+9
Holders Change %
+2.8%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
111
Reduced
113
Closed
34
Calls
$1.08M
Puts
$1.07M
Net Calls
+$8K
Net Calls Change
-$117K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$46M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$17.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$14.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.59M
5
Bank of America
Bank of America
North Carolina
+$6.81M

Top Sellers

1
BlackRock
BlackRock
New York
-$24M
2
UBS Group
UBS Group
Switzerland
-$13M
3
WAM
Weiss Asset Management
Massachusetts
-$10.7M
4
Morgan Stanley
Morgan Stanley
New York
-$9.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$222K +$8.66K +108 +4%
P
227
&Partners
Tennessee
$218K +$218K +2,699 New
FFA
228
Farther Finance Advisors
California
$217K +$199K +2,445 +1,116%
MCM
229
Monument Capital Management
Virginia
$216K +$216K +2,683 New
CFGSD
230
Compass Financial Group (South Dakota)
South Dakota
$212K +$212K +2,634 New
ECM
231
Evergreen Capital Management
Washington
$211K -$52.6K -654 -20%
IWM
232
IHT Wealth Management
Illinois
$208K +$208K +2,594 New
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$208K -$31.9K -397 -13%
KPWS
234
Kestra Private Wealth Services
Texas
$205K +$205K +2,545 New
CAM
235
Cresset Asset Management
Illinois
$204K +$204K +2,540 New
BA
236
Bridgewater Associates
Connecticut
$203K +$203K +2,526 New
NS
237
NBC Securities
Alabama
$197K +$197K +2,453 +122,650%
SAM
238
Shell Asset Management
Netherlands
$174K +$100K +1,247 +136%
SO
239
STRS Ohio
Ohio
$169K +$104K +1,300 +163%
JFA
240
JNBA Financial Advisors
Minnesota
$147K +$9.24K +115 +7%
HFM
241
Harvest Fund Management
China
$145K +$145K +1,810 New
KBC Group
242
KBC Group
Belgium
$132K +$3.21K +40 +2%
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$121K – – –
GWM
244
Geneos Wealth Management
Colorado
$119K +$59.7K +742 +100%
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$99.4K -$21.3K -265 -18%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$97K -$118K -1,579 -55%
UFF
247
USA Financial Formulas
Michigan
$96.6K +$33.7K +419 +54%
HNW
248
High Note Wealth
Minnesota
$95.5K – – –
AWM
249
Abound Wealth Management
Tennessee
$92.5K -$80 -1 -0.1%
CBT
250
Crews Bank & Trust
Florida
$87.8K – – –
8 9
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