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Otter Tail

332 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
332
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
Franklin Resources
126
Franklin Resources
California
$919K
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$881K
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$873K
Two Sigma Advisers
129
Two Sigma Advisers
New York
$868K
ASRS
130
Arizona State Retirement System
Arizona
$868K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$861K
Natixis Advisors
132
Natixis Advisors
Massachusetts
$852K
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$852K
DFCM
134
Dark Forest Capital Management
Puerto Rico
$821K
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$805K
ACM
136
Aster Capital Management
United Arab Emirates
$797K
VIP
137
Vista Investment Partners
Oklahoma
$796K
DTL
138
Dynamic Technology Lab
Singapore
$794K
ACM
139
Aquatic Capital Management
Illinois
$767K
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$765K
FM
141
Foster & Motley
Ohio
$739K
CWM
142
CIBC World Markets
New York
$738K
ET
143
Entropy Technologies
New York
$735K
KAS
144
Kestra Advisory Services
Texas
$722K
Creative Planning
145
Creative Planning
Kansas
$709K
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$708K
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$695K
LTAS
148
Linden Thomas Advisory Services
North Carolina
$684K
SCM
149
Sterling Capital Management
North Carolina
$681K
BBNA
150
Bremer Bank National Association
Minnesota
$674K