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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
A
101
AlphaQuest
New York
$1.47M
NRD
102
Nebula Research & Development
New York
$1.45M
Osaic Holdings
103
Osaic Holdings
Arizona
$1.44M
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$1.4M
FFN
105
Focus Financial Network
Minnesota
$1.36M
JGUA
106
John G. Ullman & Associates
New York
$1.23M
AI
107
Atom Investors
Texas
$1.21M
American Century Companies
108
American Century Companies
Missouri
$1.21M
YCM
109
Yousif Capital Management
Michigan
$1.2M
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.17M
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$1.13M
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$1.13M
NSIM
113
North Star Investment Management
Illinois
$1.13M
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$1.12M
WG
115
Winton Group
United Kingdom
$1.11M
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
$1.1M
WAM
117
Weiss Asset Management
Massachusetts
$1.06M
AAM
118
Advisors Asset Management
Colorado
$1.05M
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.04M
AQR Capital Management
120
AQR Capital Management
Connecticut
$1.01M
Squarepoint
121
Squarepoint
New York
$1M
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$978K
TC
123
TwinBeech Capital
New York
$970K
MSRPS
124
Maryland State Retirement & Pension System
Maryland
$949K
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$930K