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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 %
AssetMark Inc
326
AssetMark Inc
California
$321 – – –
MCM
327
Manchester Capital Management
Vermont
$242 +$242 +3 New
HNB
328
Huntington National Bank
Ohio
$241 – – –
HIA
329
HFM Investment Advisors
New Jersey
$81 +$81 +1 New
PWM
330
Parkworth Wealth Management
California
$80 – – –
BHWM
331
Bay Harbor Wealth Management
Maryland
$80 +$80 +1 New
WAM
332
Weiss Asset Management
Massachusetts
– -$10.7M -144,291 Closed
ACA
333
Aptus Capital Advisors
Alabama
– -$5.86M -79,294 Closed
Renaissance Technologies
334
Renaissance Technologies
New York
– -$2.9M -39,335 Closed
JAM
335
Jupiter Asset Management
United Kingdom
– -$2.83M -38,390 Closed
BEI
336
Benjamin Edwards Inc
Missouri
– -$2.66M -36,074 Closed
SBH
337
Segall Bryant & Hamill
Illinois
– -$1.96M -26,478 Closed
HF
338
HRT Financial
New York
– -$1.9M -25,694 Closed
GCP
339
GSA Capital Partners
United Kingdom
– -$1.36M -18,415 Closed
JCIA
340
Jackson Creek Investment Advisors
Colorado
– -$1.08M -14,674 Closed
ECM
341
ExodusPoint Capital Management
New York
– -$889K -12,043 Closed
EWM
342
Empirical Wealth Management
Washington
– -$604K -8,178 Closed
OQS
343
Occudo Quantitative Strategies
Florida
– -$508K -6,885 Closed
CFGS
344
Concourse Financial Group Securities
Alabama
– -$395K -5,023 Closed
AWM
345
AE Wealth Management
Kansas
– -$344K -4,662 Closed
VIA
346
Virtus Investment Advisers
Connecticut
– -$309K -4,184 Closed
AC
347
AXQ Capital
New Jersey
– -$263K -3,568 Closed
EC
348
EntryPoint Capital
New York
– -$260K -3,520 Closed
YIH
349
Y-Intercept (HK)
Hong Kong
– -$257K -3,485 Closed
Truist Financial
350
Truist Financial
North Carolina
– -$250K -3,390 Closed
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