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Otter Tail

343 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$78.4M)

15% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 127

Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$825K
Puts
$501K
Net Calls
Net Calls Change

Top Buyers

1 +$12.8M
2 +$12.2M
3 +$7.57M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.92M
5
LSV Asset Management
LSV Asset Management
Illinois
+$4.6M

Top Sellers

1 -$19.5M
2 -$11.1M
3 -$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$239K
TI
227
Tidal Investments
Wisconsin
$231K
VI
228
Vestcor Inc
New Brunswick, Canada
$229K
X
229
Xponance
Pennsylvania
$229K
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$228K
Mitsubishi UFJ Trust & Banking
231
Mitsubishi UFJ Trust & Banking
Japan
$222K
QC
232
Quadrature Capital
United Kingdom
$219K
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$219K
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$218K
EI
235
Ethic Inc
New York
$217K
WAAG
236
Wealth Alliance Advisory Group
Kansas
$214K
FHA
237
Flagship Harbor Advisors
Massachusetts
$208K
P
238
&Partners
Tennessee
$204K
CFGSD
239
Compass Financial Group (South Dakota)
South Dakota
$204K
IWM
240
IHT Wealth Management
Illinois
$201K
NS
241
NBC Securities
Alabama
$179K
SOW
242
State of Wyoming
Wyoming
$169K
FDP
243
Financiere des Professionnels
Quebec, Canada
$158K
MYIA
244
Mount Yale Investment Advisors
Colorado
$141K
C
245
Covestor
United Kingdom
$140K
PD
246
Point72 (DIFC)
United Arab Emirates
$138K
SAM
247
Shell Asset Management
Netherlands
$134K
FFA
248
Farther Finance Advisors
California
$133K
JFA
249
JNBA Financial Advisors
Minnesota
$132K
AAG
250
Armstrong Advisory Group
Massachusetts
$128K