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Otter Tail

342 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$79.5M)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 128

Holders
342
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
$825K
Puts
$501K
Net Calls
Net Calls Change

Top Buyers

1 +$12.8M
2 +$12.2M
3 +$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 -$19.5M
2 -$11.1M
3 -$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$5.21M
BWS
52
Buck Wealth Strategies
Colorado
$5.1M
LPL Financial
53
LPL Financial
California
$4.88M
SSA
54
Schonfeld Strategic Advisors
New York
$4.66M
LSV Asset Management
55
LSV Asset Management
Illinois
$4.6M
Marshall Wace
56
Marshall Wace
United Kingdom
$4.55M
Wells Fargo
57
Wells Fargo
California
$4.2M
HF
58
HRT Financial
New York
$3.9M
Citigroup
59
Citigroup
New York
$3.86M
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$3.79M
WTC
61
WhitTier Trust Company
Nevada
$3.64M
AllianceBernstein
62
AllianceBernstein
Tennessee
$3.6M
VF
63
Vest Financial
Virginia
$3.18M
First Manhattan
64
First Manhattan
New York
$3.16M
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$3.15M
PIP
66
Palisades Investment Partners
California
$3.1M
Renaissance Technologies
67
Renaissance Technologies
New York
$3.01M
BCM
68
Bridgeway Capital Management
Texas
$2.94M
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$2.93M
ECM
70
ExodusPoint Capital Management
New York
$2.91M
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.75M
Raymond James Financial
72
Raymond James Financial
Florida
$2.7M
Canada Life
73
Canada Life
Manitoba, Canada
$2.7M
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.69M
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$2.58M