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Otter Tail
OTTR

Overview Fund Activity

340 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, 105 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
105
Reduced
128
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$12.8M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$12.2M
3
Bank of America
Bank of America
North Carolina
+$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
BlackRock
BlackRock
New York
-$19.5M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$11.1M
3
Northern Trust
Northern Trust
Illinois
-$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$588K -$154 -2 -0%
VA
152
Vident Advisory
Georgia
$584K -$57K -739 -9%
SFG
153
SNS Financial Group
Minnesota
$575K – – –
AF
154
Alerus Financial
North Dakota
$572K +$572K +7,424 New
MML Investors Services
155
MML Investors Services
Massachusetts
$568K +$14.3K +186 +3%
ET
156
Entropy Technologies
New York
$567K -$138K -1,792 -20%
AAS
157
Avantax Advisory Services
Texas
$557K +$20.4K +264 +4%
Amundi
158
Amundi
France
$547K +$547K +6,887 New
Creative Planning
159
Creative Planning
Kansas
$539K -$141K -1,828 -21%
RWM
160
RBA Wealth Management
California
$526K -$21K -273 -4%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$525K +$61.7K +794 +13%
SEI Investments
162
SEI Investments
Pennsylvania
$517K -$53.7K -696 -9%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$516K +$2K +26 +0.4%
Holocene Advisors
164
Holocene Advisors
New York
$509K -$1.08M -14,014 -68%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$495K +$5.09K +66 +1%
DADC
166
D.A. Davidson & Co
Montana
$492K +$17.2K +223 +4%
BF
167
BOK Financial
Oklahoma
$486K +$14.6K +189 +3%
HighTower Advisors
168
HighTower Advisors
Illinois
$479K +$47.8K +620 +11%
CCM
169
Coldstream Capital Management
Washington
$477K -$34.4K -446 -7%
CWM
170
Congress Wealth Management
Massachusetts
$473K +$233K +3,026 +97%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$468K +$31K +395 +7%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$441K +$17K +220 +4%
QCM
173
Quantinno Capital Management
New York
$441K +$91.7K +1,190 +26%
IFU
174
iSAM Funds (UK)
United Kingdom
$439K +$194K +2,512 +79%
TI
175
Trexquant Investment
Connecticut
$435K -$6.15M -79,746 -93%
5 6
7
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