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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 %
Barclays
51
Barclays
United Kingdom
$4.57M -$1.52M -18,884 -25%
Jane Street
52
Jane Street
New York
$4.35M +$2.85M +35,505 +191%
Wells Fargo
53
Wells Fargo
California
$4.14M -$51.5K -641 -1%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$4.07M +$2.59M +32,192 +174%
OFS
55
OneAscent Financial Services
Alabama
$3.98M +$1.97M +24,267 +98%
Man Group
56
Man Group
United Kingdom
$3.96M +$184K +2,285 +5%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.78M -$50.2K -624 -1%
WTC
58
WhitTier Trust Company
Nevada
$3.68M +$154K +1,911 +4%
UBS AM
59
UBS AM
Illinois
$3.67M -$4.34K -54 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.49M +$1.63M +20,315 +88%
First Manhattan
61
First Manhattan
New York
$3.37M -$118K -1,463 -3%
PIP
62
Palisades Investment Partners
California
$3.23M -$11.5K -143 -0.4%
TPSF
63
Texas Permanent School Fund
Texas
$3.22M +$3.22M +40,617 New
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$3.16M +$211K +2,622 +7%
BCM
65
Bridgeway Capital Management
Texas
$3.06M – – –
Marshall Wace
66
Marshall Wace
United Kingdom
$3.04M -$3.94M -48,997 -56%
Raymond James Financial
67
Raymond James Financial
Florida
$2.97M +$62.3K +775 +2%
Canada Life
68
Canada Life
Manitoba, Canada
$2.9M -$330K -4,112 -10%
Deutsche Bank
69
Deutsche Bank
Germany
$2.89M -$110K -1,368 -4%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$2.81M -$43.8K -545 -2%
MAM
71
Martingale Asset Management
Massachusetts
$2.67M -$364K -4,524 -12%
US Bancorp
72
US Bancorp
Minnesota
$2.63M +$1.53K +19 +0.1%
QT
73
Quantbot Technologies
New York
$2.56M +$814K +10,131 +47%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$2.47M -$129K -1,608 -5%
RA
75
Royce & Associates
New York
$2.44M +$146K +1,816 +6%
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