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Otter Tail

344 hedge funds and large institutions have $2.57B invested in Otter Tail in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 30 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)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

3% less funds holding

Funds holding: 354344 (-10)

Holders
344
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
CRC
151
Curi RMB Capital
Illinois
$733K
NP
152
NorthRock Partners
Minnesota
$722K
Amundi
153
Amundi
France
$721K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$699K
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$681K
FM
156
Foster & Motley
Ohio
$680K
PAG
157
Private Advisor Group
New Jersey
$679K
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$661K
SFG
159
SNS Financial Group
Minnesota
$655K
MML Investors Services
160
MML Investors Services
Massachusetts
$628K
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$621K
Creative Planning
162
Creative Planning
Kansas
$616K
VEA
163
Virtus ETF Advisers
New York
$602K
ICA
164
Infrastructure Capital Advisors
New York
$596K
DADC
165
D.A. Davidson & Co
Montana
$594K
JWM
166
Johnson Wealth Management
North Dakota
$590K
Renaissance Technologies
167
Renaissance Technologies
New York
$580K
Jones Financial Companies
168
Jones Financial Companies
Missouri
$578K
SCM
169
Sterling Capital Management
North Carolina
$556K
MSRPS
170
Maryland State Retirement & Pension System
Maryland
$536K
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$531K
RWM
172
RBA Wealth Management
California
$530K
CCM
173
Coldstream Capital Management
Washington
$525K
CBU
174
CIBC Bancorp USA
Illinois
$521K
GC
175
Guggenheim Capital
Illinois
$509K