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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 %
FP
251
Financial Perspectives
Minnesota
$83.3K – – –
HSA
252
Hussman Strategic Advisors
Maryland
$80.4K – – –
TCOV
253
Trust Company of Vermont
Vermont
$72.7K – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$72K +$4.5K +56 +7%
CAM
255
Costello Asset Management
Pennsylvania
$66K +$66K +822 New
AAG
256
Armstrong Advisory Group
Massachusetts
$63.5K – – –
CMBA
257
C.M. Bidwell & Associates
Hawaii
$59.6K -$1.21K -15 -2%
SIM
258
Studio Investment Management
Illinois
$54.7K – – –
GAG
259
Goodman Advisory Group
Massachusetts
$53.6K +$53.6K +667 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$53.2K -$70.4K -875 -57%
AF
261
Allworth Financial
California
$51.4K +$949 +12 +2%
Lazard Asset Management
262
Lazard Asset Management
New York
$48K -$187K -2,332 -80%
Ohio Public Employees Retirement System (OPERS)
263
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.4K +$5.06K +63 +12%
TRCT
264
Tower Research Capital (TRC)
New York
$45.7K -$103K -1,276 -69%
AF
265
Advisornet Financial
Minnesota
$44.2K +$24.1K +300 +120%
WSFS
266
Wilmington Savings Fund Society
Delaware
$40.2K – – –
API
267
Asset Planning Inc
California
$40.2K – – –
CTWM
268
Cherry Tree Wealth Management
Minnesota
$36.5K – – –
CCM
269
Chilton Capital Management
Texas
$34.2K – – –
MAFA
270
MJT & Associates Financial Advisory
Minnesota
$33.8K +$33.8K +420 New
GI
271
GAMMA Investing
California
$32.3K +$6.35K +79 +24%
BTI
272
Blue Trust Inc
Georgia
$31.3K -$6.03K -75 -16%
BAM
273
Byrne Asset Management
New Jersey
$31.1K -$18.5K -250 Closed
IA
274
IFP Advisors
Florida
$29.7K -$80 -1 -0.3%
WFA
275
West Financial Advisors
Iowa
$26.8K – – –
9 10
11
12 13