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Otter Tail
OTTR

Overview Fund Activity

340 hedge funds and large institutions have $2.12B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
105
Reduced
128
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$12.8M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$12.2M
3
Bank of America
Bank of America
North Carolina
+$7.57M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.92M
5
LSV Asset Management
LSV Asset Management
Illinois
+$4.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$19.5M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$11.1M
3
Northern Trust
Northern Trust
Illinois
-$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
326
Archer Investment Corporation
Indiana
$925 – – –
GEA
327
Glen Eagle Advisors
New Jersey
$874 – – –
AssetMark Inc
328
AssetMark Inc
California
$848 +$540 +7 +175%
SS
329
SBI Securities
Japan
$771 – – –
FFO
330
Fortitude Family Office
Arizona
$771 +$771 +10 New
CT
331
Clearstead Trust
Maine
$617 +$617 +8 New
DPW
332
DiNuzzo Private Wealth
Pennsylvania
$540 – – –
SIC
333
SJS Investment Consulting
Ohio
$232 -$232 -3 -50%
MCM
334
Manchester Capital Management
Vermont
$232 – – –
HNB
335
Huntington National Bank
Ohio
$231 – – –
HIA
336
HFM Investment Advisors
New Jersey
$231 +$154 +2 +200%
BHWM
337
Bay Harbor Wealth Management
Maryland
$154 +$77 +1 +100%
TWD
338
True Wealth Design
Ohio
$78 -$468 -6 -86%
RWM
339
Rialto Wealth Management
New York
$78 +$78 +1 New
PWM
340
Parkworth Wealth Management
California
$77 – – –
Man Group
341
Man Group
United Kingdom
– -$3.96M -49,288 Closed
CF
342
Corebridge Financial
Texas
– -$1.74M -21,616 Closed
JFG
343
Jefferies Financial Group
New York
– -$1.62M -20,100 Closed
Natixis Advisors
344
Natixis Advisors
Massachusetts
– -$852K -10,596 Closed
DFCM
345
Dark Forest Capital Management
Puerto Rico
– -$821K -10,216 Closed
DTL
346
Dynamic Technology Lab
Singapore
– -$794K -9,880 Closed
SFA
347
Sequoia Financial Advisors
Ohio
– -$662K -8,242 Closed
GAM
348
Gotham Asset Management
New York
– -$565K -7,024 Closed
Assenagon Asset Management
349
Assenagon Asset Management
Luxembourg
– -$518K -6,441 Closed
Baird Financial Group
350
Baird Financial Group
Wisconsin
– -$374K -4,657 Closed
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