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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 %
VA
151
Vident Advisory
Georgia
$668K -$1.91M -23,772 -74%
NP
152
NorthRock Partners
Minnesota
$667K -$12.9K -160 -2%
JIR
153
James Investment Research
Ohio
$667K – – –
A
154
AlphaQuest
New York
$663K -$201K -2,506 -23%
SFA
155
Sequoia Financial Advisors
Ohio
$662K +$662K +8,242 New
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$646K +$646K +8,035 New
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$613K +$33.8K +421 +6%
SFG
158
SNS Financial Group
Minnesota
$599K – – –
SEI Investments
159
SEI Investments
Pennsylvania
$595K -$24.4K -304 -4%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$588K +$293K +3,645 +99%
MML Investors Services
161
MML Investors Services
Massachusetts
$578K +$148K +1,836 +34%
TC
162
TwinBeech Capital
New York
$577K +$577K +7,184 New
RWM
163
RBA Wealth Management
California
$570K -$34.7K -432 -6%
GAM
164
Gotham Asset Management
New York
$565K -$9.32K -116 -2%
AAS
165
Avantax Advisory Services
Texas
$560K +$18.3K +228 +3%
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$535K +$118K +1,465 +28%
CCM
167
Coldstream Capital Management
Washington
$533K +$41.6K +517 +8%
EGM
168
Engineers Gate Manager
New York
$533K +$533K +6,634 New
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$518K +$22.3K +277 +4%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$511K +$88.3K +1,099 +21%
DADC
171
D.A. Davidson & Co
Montana
$495K -$64.1K -797 -11%
AIM
172
Aigen Investment Management
New York
$494K +$494K +6,142 New
BF
173
BOK Financial
Oklahoma
$491K -$140K -1,741 -22%
MOACM
174
Mutual of America Capital Management
New York
$490K -$19.8K -246 -4%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$482K -$305K -3,772 -39%
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