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Otter Tail
OTTR

Overview Fund Activity

336 hedge funds and large institutions have $2.12B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 104 increasing their positions, 127 reducing their positions, and 31 closing their positions.

Holders
336
Holders Change
+6
Holders Change %
+1.82%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
104
Reduced
127
Closed
31
Calls
$208K
Puts
$254K
Net Calls
-$46K
Net Calls Change
-$54K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$36.7M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.5M
3
Bank of America
3
Bank of America
North Carolina
$31.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$12.7M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$4.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$496M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$20.3K
3
Northern Trust
3
Northern Trust
Illinois
$31.5M
4
TI
4
Trexquant Investment
Connecticut
$435K
5
Invesco
5
Invesco
Georgia
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
151
Vident Advisory
Georgia
$584K 7,577 -739 -9%
SFG
152
SNS Financial Group
Minnesota
$575K 7,459 – –
AF
153
Alerus Financial
North Dakota
$572K 7,424 +7,424 New
MML Investors Services
154
MML Investors Services
Massachusetts
$568K 7,373 +186 +3%
ET
155
Entropy Technologies
New York
$567K 7,358 -1,792 -20%
AAS
156
Avantax Advisory Services
Texas
$557K 7,228 +264 +4%
Amundi
157
Amundi
France
$547K 6,887 +6,887 New
Creative Planning
158
Creative Planning
Kansas
$539K 6,993 -1,828 -21%
RWM
159
RBA Wealth Management
California
$526K 6,821 -273 -4%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$525K 6,748 +794 +13%
SEI Investments
161
SEI Investments
Pennsylvania
$517K 6,709 -696 -9%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$516K 6,687 +26 +0.4%
Holocene Advisors
163
Holocene Advisors
New York
$509K 6,597 -14,014 -68%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$495K 6,424 +66 +1%
DADC
165
D.A. Davidson & Co
Montana
$492K 6,384 +223 +4%
BF
166
BOK Financial
Oklahoma
$486K 6,299 +189 +3%
HighTower Advisors
167
HighTower Advisors
Illinois
$479K 6,219 +620 +11%
CCM
168
Coldstream Capital Management
Washington
$477K 6,190 -446 -7%
CWM
169
Congress Wealth Management
Massachusetts
$473K 6,130 +3,026 +97%
Jones Financial Companies
170
Jones Financial Companies
Missouri
$468K 5,960 +395 +7%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$441K 5,723 +220 +4%
QCM
172
Quantinno Capital Management
New York
$441K 5,721 +1,190 +26%
IFU
173
iSAM Funds (UK)
United Kingdom
$439K 5,690 +2,512 +79%
TI
174
Trexquant Investment
Connecticut
$435K 5,642 -79,746 -93%
NAAA
175
New Age Alpha Advisors
New York
$419K 5,429 +114 +2%
5 6
7
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