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Otter Tail

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

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

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 65.7%65.61% (-0.1%)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

Holders
331
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
$1.08M
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$46M
2 +$17.7M
3 +$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 -$24M
2 -$13M
3 -$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
Change in
Stake
Holocene Advisors
101
Holocene Advisors
New York
$1.66M
JFG
102
Jefferies Financial Group
New York
$1.62M
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$1.58M
IIM
104
INTECH Investment Management
Florida
$1.52M
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.44M
FFN
106
Focus Financial Network
Minnesota
$1.42M
Verition Fund Management
107
Verition Fund Management
Connecticut
$1.38M
JGUA
108
John G. Ullman & Associates
New York
$1.28M
Squarepoint
109
Squarepoint
New York
$1.28M
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.27M
YCM
111
Yousif Capital Management
Michigan
$1.25M
American Century Companies
112
American Century Companies
Missouri
$1.19M
NSIM
113
North Star Investment Management
Illinois
$1.18M
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
WG
116
Winton Group
United Kingdom
$1.16M
Two Sigma Investments
117
Two Sigma Investments
New York
$1.12M
VOYA Investment Management
118
VOYA Investment Management
Georgia
$1.11M
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M
AAM
120
Advisors Asset Management
Colorado
$983K
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$978K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$976K
NSEDCP
123
NJ State Employees Deferred Compensation Plan
New Jersey
$964K
AB
124
Amalgamated Bank
New York
$958K
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$924K