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Otter Tail

332 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 65.7%65.61% (-0.1%)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.08M
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$46M
2 +$17.7M
3 +$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 -$24M
2 -$13M
3 -$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
Change in
Stake
SC
326
Stephens Consulting
Michigan
$402
AssetMark Inc
327
AssetMark Inc
California
$321
MCM
328
Manchester Capital Management
Vermont
$242
HNB
329
Huntington National Bank
Ohio
$241
HIA
330
HFM Investment Advisors
New Jersey
$81
PWM
331
Parkworth Wealth Management
California
$80
BHWM
332
Bay Harbor Wealth Management
Maryland
$80
WAM
333
Weiss Asset Management
Massachusetts
ACA
334
Aptus Capital Advisors
Alabama
Renaissance Technologies
335
Renaissance Technologies
New York
JAM
336
Jupiter Asset Management
United Kingdom
BEI
337
Benjamin Edwards Inc
Missouri
SBH
338
Segall Bryant & Hamill
Illinois
HF
339
HRT Financial
New York
GCP
340
GSA Capital Partners
United Kingdom
JCIA
341
Jackson Creek Investment Advisors
Colorado
ECM
342
ExodusPoint Capital Management
New York
EWM
343
Empirical Wealth Management
Washington
OQS
344
Occudo Quantitative Strategies
Florida
CFGS
345
Concourse Financial Group Securities
Alabama
AWM
346
AE Wealth Management
Kansas
VIA
347
Virtus Investment Advisers
Connecticut
AC
348
AXQ Capital
New Jersey
EC
349
EntryPoint Capital
New York
YIH
350
Y-Intercept (HK)
Hong Kong