Otter Tail
OTTR
333 hedge funds and large institutions have $2.21B invested in Otter Tail in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 113 reducing their positions, and 35 closing their positions.
29% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 35
9% more capital invested
Capital invested by funds: $2.03B → $2.21B (+$176M)
3% more funds holding
Funds holding: 324 → 333 (+9)
1% more call options, than puts
Call options by funds: $1.08M | Put options by funds: $1.07M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 65.7% → 65.55% (-0.16%)
1% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$45.3M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$17.4M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$14.5M |
| 4 |
JP Morgan Chase
New York
|
+$7.47M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$23.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.8M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$10.7M |
| 4 |
Morgan Stanley
New York
|
-$8.88M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.06M |
OTTR Hedge Fund Activity: Q1 2025 in Review
333 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2025, worth a combined $2.21B — up 8.7% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new OTTR positions and 35 closed out — a net gain of 10 holders — while 112 added to existing stakes and 113 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $45.3M. The largest seller was BlackRock, cutting an estimated $23.6M.
- 333 institutional investors held Otter Tail (OTTR) as of Q1 2025, up from 324 in Q4 2024.
- Funds reported $2.21B of Otter Tail stock for Q1 2025, up 8.7% quarter-over-quarter.
- 45 funds opened new Otter Tail positions in Q1 2025 and 35 closed out, a net change of +10 holders.
- The largest Otter Tail buyer in Q1 2025 was First Trust Advisors, an estimated $45.3M added.
- The largest Otter Tail seller in Q1 2025 was BlackRock, an estimated $23.6M sold.
Based on aggregated 13F filings for Q1 2025.