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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 %
HighTower Advisors
176
HighTower Advisors
Illinois
$450K +$32K +398 +8%
Jones Financial Companies
177
Jones Financial Companies
Missouri
$449K +$278K +3,449 +163%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$442K -$577K -7,179 -57%
NAAA
179
New Age Alpha Advisors
New York
$427K +$325K +4,046 +319%
OCG
180
Opus Capital Group
Ohio
$423K – – –
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$403K +$69.3K +862 +21%
HI
182
Hendershot Investments
Virginia
$402K – – –
VBFP
183
Valtinson Bruner Financial Planning
Minnesota
$397K – – –
SC
184
Savant Capital
Illinois
$380K +$4.82K +60 +1%
PAG
185
Private Advisor Group
New Jersey
$378K -$9.4K -117 -2%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$377K -$37.8K -470 -9%
QCG
187
Quadrant Capital Group
Ohio
$375K +$358K +4,456 +2,184%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$374K -$148K -1,845 -28%
AIA
189
Alternative Investment Advisors
Florida
$374K +$2.33K +29 +0.6%
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$373K -$106K -1,315 -22%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$370K – – –
FTWA
192
Fifth Third Wealth Advisors
Ohio
$369K +$369K +4,588 New
QCM
193
Quantinno Capital Management
New York
$364K +$142K +1,771 +64%
MWM
194
Modern Wealth Management
Kansas
$360K -$482 -6 -0.1%
Universal-Beteiligungs- und Servicegesellschaft
195
Universal-Beteiligungs- und Servicegesellschaft
Germany
$353K +$353K +4,390 New
Stifel Financial
196
Stifel Financial
Missouri
$348K +$75.9K +944 +28%
AI
197
Accredited Investors
Minnesota
$346K +$3.46K +43 +1%
CG
198
Cynosure Group
Utah
$346K +$45.5K +566 +15%
SAM
199
Secure Asset Management
Michigan
$341K – – –
WFL
200
Wealth Forward LLC
North Dakota
$341K – – –
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8
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