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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 %
Franklin Resources
126
Franklin Resources
California
$919K -$1.27M -15,824 -58%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$881K +$300K +3,685 +52%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$873K +$485K +6,032 +125%
Two Sigma Advisers
129
Two Sigma Advisers
New York
$868K +$104K +1,300 +14%
ASRS
130
Arizona State Retirement System
Arizona
$868K -$9.4K -117 -1%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$861K -$103K -1,275 -11%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$852K +$852K +10,596 New
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$852K +$54.8K +682 +7%
DFCM
134
Dark Forest Capital Management
Puerto Rico
$821K +$821K +10,216 New
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$805K +$86.8K +1,080 +12%
ACM
136
Aster Capital Management
United Arab Emirates
$797K +$797K +10,002 New
VIP
137
Vista Investment Partners
Oklahoma
$796K -$48.6K -605 -6%
DTL
138
Dynamic Technology Lab
Singapore
$794K +$419K +5,209 +112%
ACM
139
Aquatic Capital Management
Illinois
$767K -$731K -9,093 -49%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$765K -$24.1K -300 -3%
FM
141
Foster & Motley
Ohio
$739K -$22.1K -275 -3%
CWM
142
CIBC World Markets
New York
$738K +$427K +5,309 +137%
ET
143
Entropy Technologies
New York
$735K -$56.3K -700 -7%
KAS
144
Kestra Advisory Services
Texas
$722K -$8.44K -105 -1%
Creative Planning
145
Creative Planning
Kansas
$709K +$72.7K +904 +11%
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$708K – – –
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$695K -$22.7K -282 -3%
LTAS
148
Linden Thomas Advisory Services
North Carolina
$684K +$77.8K +968 +13%
SCM
149
Sterling Capital Management
North Carolina
$681K -$92.9K -1,156 -12%
BBNA
150
Bremer Bank National Association
Minnesota
$674K – – –
4 5
6
7 8