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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 %
Holocene Advisors
101
Holocene Advisors
New York
$1.66M -$745K -9,265 -31%
JFG
102
Jefferies Financial Group
New York
$1.62M -$1.65M -20,518 -51%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$1.58M -$40.2K -500 -2%
IIM
104
INTECH Investment Management
Florida
$1.52M +$167K +2,077 +12%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$30.1K +375 +2%
FFN
106
Focus Financial Network
Minnesota
$1.42M +$7.23K +90 +0.5%
Verition Fund Management
107
Verition Fund Management
Connecticut
$1.38M -$1.29M -15,992 -48%
JGUA
108
John G. Ullman & Associates
New York
$1.28M -$8.04K -100 -0.6%
Squarepoint
109
Squarepoint
New York
$1.28M +$969K +12,061 +312%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.27M -$156K -1,937 -11%
YCM
111
Yousif Capital Management
Michigan
$1.25M -$20.3K -253 -2%
American Century Companies
112
American Century Companies
Missouri
$1.19M -$5.79K -72 -0.5%
NSIM
113
North Star Investment Management
Illinois
$1.18M +$88.6K +1,103 +8%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$1.18M – – –
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$1.17M -$8.03K -100 -0.7%
WG
116
Winton Group
United Kingdom
$1.16M +$32.6K +405 +3%
Two Sigma Investments
117
Two Sigma Investments
New York
$1.12M +$407K +5,058 +57%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$1.11M -$14.5K -181 -1%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M – – –
AAM
120
Advisors Asset Management
Colorado
$983K -$65.4K -814 -6%
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$978K -$149K -1,852 -13%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$976K +$111K +1,380 +13%
NSEDCP
123
NJ State Employees Deferred Compensation Plan
New Jersey
$964K – – –
AB
124
Amalgamated Bank
New York
$958K -$33.3K -415 -3%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$924K – – –
3 4
5
6 7