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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 %
TPCW
276
TD Private Client Wealth
New York
$26.4K – – –
VWM
277
Vermillion Wealth Management
Minnesota
$25.6K -$13.3K -166 -34%
HWM
278
Hemington Wealth Management
Virginia
$20K +$1.6K +20 +9%
HCA
279
Harbor Capital Advisors
Illinois
$19K +$5.64K +71 +42%
Bessemer Group
280
Bessemer Group
New Jersey
$19K +$6.95K +87 +58%
Nomura Asset Management
281
Nomura Asset Management
Japan
$17.7K – – –
IBOK
282
Independence Bank of Kentucky
Kentucky
$16.1K – – –
IWP
283
IAG Wealth Partners
Wisconsin
$16.1K – – –
NEWAS
284
N.E.W. Advisory Services
Wisconsin
$16.1K +$16.1K +200 New
SWIM
285
Smallwood Wealth Investment Management
New Jersey
$15.5K +$15.5K +192 New
MCM
286
MAI Capital Management
Ohio
$15.3K – – –
PMFA
287
Plante Moran Financial Advisors
Michigan
$12.9K – – –
Optiver Holding
288
Optiver Holding
Netherlands
$12.9K +$12.9K +160 New
PS
289
Principal Securities
Iowa
$11.6K – – –
UB
290
UMB Bank
Missouri
$11.3K +$6.03K +75 +114%
SL
291
Salomon & Ludwin
Virginia
$10.7K – – –
SAM
292
Smartleaf Asset Management
Massachusetts
$10K -$6.38K -79 -39%
EWA
293
EverSource Wealth Advisors
Alabama
$9.81K +$7.31K +91 +294%
S
294
SignatureFD
Georgia
$9.73K +$482 +6 +5%
BFPW
295
BOK Financial Private Wealth
Colorado
$8.54K – – –
HCP
296
Hexagon Capital Partners
Arkansas
$7.96K +$241 +3 +3%
SO
297
Sierra Ocean
California
$7.88K – – –
RIL
298
Rothschild Investment LLC
Illinois
$6.03K +$4.42K +55 +275%
AF
299
Atala Financial
California
$5.95K – – –
W
300
WealthCollab
Washington
$5.31K +$5.31K +66 New
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