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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

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

more ownership

Funds ownership:

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
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
$693K
Puts
$623K
Net Calls
Net Calls Change

Top Buyers

1 +$43.8M
2 +$33.9M
3 +$13.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.1M
5
Victory Capital Management
Victory Capital Management
Texas
+$10.7M

Top Sellers

1 -$17.7M
2 -$6.86M
3 -$6.77M
4
BWS
Buck Wealth Strategies
Colorado
-$5.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
226
GW Henssler & Associates
Georgia
$253K
IA
227
Integrity Alliance
Iowa
$247K
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$245K
WAAG
229
Wealth Alliance Advisory Group
Kansas
$244K
CGH
230
Crossmark Global Holdings
Texas
$243K
P
231
&Partners
Tennessee
$242K
VPIM
232
Vanguard Personalized Indexing Management
California
$240K
CFGSD
233
Compass Financial Group (South Dakota)
South Dakota
$237K
FDP
234
Financiere des Professionnels
Quebec, Canada
$235K
GCP
235
GSA Capital Partners
United Kingdom
$235K
Stifel Financial
236
Stifel Financial
Missouri
$230K
SC
237
Savant Capital
Illinois
$230K
DO
238
denkapparat Operations
Germany
$227K
Neuberger Berman Group
239
Neuberger Berman Group
New York
$216K
Corient Private Wealth
240
Corient Private Wealth
Florida
$214K
AHL
241
Abel Hall LLC
Louisiana
$211K
DWP
242
Daymark Wealth Partners
Ohio
$211K
IWM
243
IHT Wealth Management
Illinois
$204K
Ensign Peak Advisors
244
Ensign Peak Advisors
Utah
$181K
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$177K
JFA
246
JNBA Financial Advisors
Minnesota
$151K
AAG
247
Armstrong Advisory Group
Massachusetts
$146K
DekaBank Deutsche Girozentrale
248
DekaBank Deutsche Girozentrale
Germany
$133K
ASN
249
Advisory Services Network
Georgia
$132K
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$120K