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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 %
Public Sector Pension Investment Board (PSP Investments)
26
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.7M +$2.29M +28,491 +27%
Ameriprise
27
Ameriprise
Minnesota
$10.1M -$901K -11,216 -8%
BTC
28
Bank & Trust Company
Illinois
$9.92M -$153K -1,907 -2%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$9.5M -$4.29M -53,415 -31%
Victory Capital Management
30
Victory Capital Management
Texas
$9.47M +$213K +2,652 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9.36M +$226K +2,807 +2%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$8.69M -$44.5K -554 -0.5%
Legal & General Group
33
Legal & General Group
United Kingdom
$8.55M -$337K -4,195 -4%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$8.11M +$1.49M +18,561 +23%
UBS Group
35
UBS Group
Switzerland
$8.06M -$13M -162,028 -62%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$8.02M -$575K -7,154 -7%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$8M +$4.14M +51,541 +107%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$7.92M +$1.74M +21,639 +28%
ProShare Advisors
39
ProShare Advisors
Maryland
$7.79M -$1.17M -14,519 -13%
PFC
40
Phocas Financial Corp
California
$7.71M -$445K -5,540 -5%
Prudential Financial
41
Prudential Financial
New Jersey
$7.09M +$3.68M +45,745 +108%
WT
42
Whittier Trust
California
$6.94M +$133K +1,657 +2%
TI
43
Trexquant Investment
Connecticut
$6.86M -$1.1M -13,676 -14%
Swiss National Bank
44
Swiss National Bank
Switzerland
$5.87M -$80.4K -1,000 -1%
SSA
45
Schonfeld Strategic Advisors
New York
$5.7M +$3.31M +41,239 +139%
DA
46
Denali Advisors
California
$5.46M +$4.91M +61,048 +883%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$5.16M +$1.59M +19,800 +45%
LPL Financial
48
LPL Financial
California
$4.87M +$57.1K +710 +1%
Citigroup
49
Citigroup
New York
$4.8M +$151K +1,885 +3%
BWS
50
Buck Wealth Strategies
Colorado
$4.77M +$439K +5,461 +10%
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