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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
NSEDCP
126
NJ State Employees Deferred Compensation Plan
New Jersey
$925K
AB
127
Amalgamated Bank
New York
$921K
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$896K
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$887K
Franklin Resources
130
Franklin Resources
California
$851K
ASRS
131
Arizona State Retirement System
Arizona
$846K
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$829K
LTAS
133
Linden Thomas Advisory Services
North Carolina
$820K
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$815K
XT
135
XTX Topco
Cayman Islands
$815K
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$814K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$810K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$803K
GVAG
139
Great Valley Advisor Group
Delaware
$786K
VIP
140
Vista Investment Partners
Oklahoma
$756K
Two Sigma Advisers
141
Two Sigma Advisers
New York
$755K
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$742K
FM
143
Foster & Motley
Ohio
$700K
SCM
144
Sterling Capital Management
North Carolina
$697K
PFSRSONJ
145
Police & Firemen's Retirement System of New Jersey
New Jersey
$683K
KAS
146
Kestra Advisory Services
Texas
$664K
JIR
147
James Investment Research
Ohio
$640K
NP
148
NorthRock Partners
Minnesota
$639K
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$638K
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$628K