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Otter Tail

343 hedge funds and large institutions have $2.56B invested in Otter Tail in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 136 increasing their positions, 95 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

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

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

3% less funds holding

Funds holding: 354343 (-11)

Holders
343
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
$693K
Puts
$623K
Net Calls
Net Calls Change

Top Buyers

1 +$43.8M
2 +$33.9M
3 +$13.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.1M
5
Victory Capital Management
Victory Capital Management
Texas
+$10.7M

Top Sellers

1 -$17.7M
2 -$6.86M
3 -$6.77M
4
BWS
Buck Wealth Strategies
Colorado
-$5.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
126
Yousif Capital Management
Michigan
$977K
SEI Investments
127
SEI Investments
Pennsylvania
$970K
DFCM
128
Dark Forest Capital Management
Puerto Rico
$961K
PFSRSONJ
129
Police & Firemen's Retirement System of New Jersey
New Jersey
$934K
JIR
130
James Investment Research
Ohio
$933K
Focus Partners Wealth
131
Focus Partners Wealth
Massachusetts
$931K
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$925K
EGA
133
Eagle Global Advisors
Texas
$920K
AI
134
Atom Investors
Texas
$914K
COPPSERS
135
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$910K
ASRS
136
Arizona State Retirement System
Arizona
$909K
GVAG
137
Great Valley Advisor Group
Delaware
$896K
VIA
138
Vanguard Investments Australia
Australia
$890K
HighTower Advisors
139
HighTower Advisors
Illinois
$887K
IIM
140
INTECH Investment Management
Florida
$867K
VIP
141
Vista Investment Partners
Oklahoma
$859K
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$842K
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$833K
VOYA Investment Management
144
VOYA Investment Management
Georgia
$801K
VCM
145
Voleon Capital Management
California
$793K
AF
146
Alerus Financial
North Dakota
$792K
KAS
147
Kestra Advisory Services
Texas
$790K
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$771K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$738K
CRC
150
Curi RMB Capital
Illinois
$733K