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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
NP
151
NorthRock Partners
Minnesota
$722K
Amundi
152
Amundi
France
$721K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$699K
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$681K
FM
155
Foster & Motley
Ohio
$680K
PAG
156
Private Advisor Group
New Jersey
$679K
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$661K
SFG
158
SNS Financial Group
Minnesota
$655K
MML Investors Services
159
MML Investors Services
Massachusetts
$628K
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$621K
Creative Planning
161
Creative Planning
Kansas
$616K
VEA
162
Virtus ETF Advisers
New York
$602K
ICA
163
Infrastructure Capital Advisors
New York
$596K
DADC
164
D.A. Davidson & Co
Montana
$594K
JWM
165
Johnson Wealth Management
North Dakota
$590K
Renaissance Technologies
166
Renaissance Technologies
New York
$580K
Jones Financial Companies
167
Jones Financial Companies
Missouri
$578K
SCM
168
Sterling Capital Management
North Carolina
$556K
MSRPS
169
Maryland State Retirement & Pension System
Maryland
$536K
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$531K
RWM
171
RBA Wealth Management
California
$530K
CCM
172
Coldstream Capital Management
Washington
$525K
CBU
173
CIBC Bancorp USA
Illinois
$521K
GC
174
Guggenheim Capital
Illinois
$509K
GCA
175
Greenwood Capital Associates
South Carolina
$489K