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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 %
BIA
301
Bell Investment Advisors
California
$4.82K +$482 +6 +11%
GWSA
302
Global Wealth Strategies & Associates
Colorado
$4.42K – – –
CIAM
303
Caitong International Asset Management
Hong Kong
$4.42K +$4.42K +55 New
LC
304
Lindbrook Capital
California
$3.7K +$482 +6 +15%
BIG
305
Brooklyn Investment Group
New York
$3.3K +$2.17K +27 +193%
CWP
306
Concord Wealth Partners
Virginia
$3.22K – – –
PFBT
307
Parkside Financial Bank & Trust
Missouri
$3.06K +$1.21K +15 +65%
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$2.73K – – –
AA
309
Ancora Advisors
Ohio
$2.33K – – –
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$2.25K – – –
JWA
311
JFS Wealth Advisors
Pennsylvania
$2.17K – – –
BA
312
Bellwether Advisors
Nebraska
$2.01K – – –
AAP
313
Arax Advisory Partners
Colorado
$1.69K +$1.69K +21 New
LFG
314
Larson Financial Group
Missouri
$1.53K +$1.05K +13 +217%
SC
315
SouthState Corp
Florida
$1.37K +$1.37K +17 New
PMAM
316
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
AIC
317
Archer Investment Corporation
Indiana
$964 – – –
GEA
318
Glen Eagle Advisors
New Jersey
$905 – – –
SS
319
SBI Securities
Japan
$804 -$80 -1 -9%
BFS
320
Bare Financial Services
Pennsylvania
$804 +$804 +10 New
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$563 – – –
TWD
322
True Wealth Design
Ohio
$563 +$563 +7 New
SIC
323
SJS Investment Consulting
Ohio
$483 – – –
GFPC
324
Global Financial Private Client
Florida
$482 +$321 +4 +200%
SC
325
Stephens Consulting
Michigan
$402 +$402 +5 New
11 12
13
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