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Otter Tail

343 hedge funds and large institutions have $2.56B invested in Otter Tail in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 136 increasing their positions, 95 reducing their positions, and 31 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)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

3% less funds holding

Funds holding: 354343 (-11)

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
$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
IA
226
Integrity Alliance
Iowa
$247K
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$245K
WAAG
228
Wealth Alliance Advisory Group
Kansas
$244K
CGH
229
Crossmark Global Holdings
Texas
$243K
P
230
&Partners
Tennessee
$242K
VPIM
231
Vanguard Personalized Indexing Management
California
$240K
CFGSD
232
Compass Financial Group (South Dakota)
South Dakota
$237K
FDP
233
Financiere des Professionnels
Quebec, Canada
$235K
GCP
234
GSA Capital Partners
United Kingdom
$235K
Stifel Financial
235
Stifel Financial
Missouri
$230K
SC
236
Savant Capital
Illinois
$230K
DO
237
denkapparat Operations
Germany
$227K
Neuberger Berman Group
238
Neuberger Berman Group
New York
$216K
Corient Private Wealth
239
Corient Private Wealth
Florida
$214K
AHL
240
Abel Hall LLC
Louisiana
$211K
DWP
241
Daymark Wealth Partners
Ohio
$211K
IWM
242
IHT Wealth Management
Illinois
$204K
Ensign Peak Advisors
243
Ensign Peak Advisors
Utah
$181K
PWPS
244
Pinnacle Wealth Planning Services
Ohio
$177K
JFA
245
JNBA Financial Advisors
Minnesota
$151K
AAG
246
Armstrong Advisory Group
Massachusetts
$146K
DekaBank Deutsche Girozentrale
247
DekaBank Deutsche Girozentrale
Germany
$133K
ASN
248
Advisory Services Network
Georgia
$132K
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$120K
AF
250
Allworth Financial
California
$114K