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Otter Tail

342 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$79.5M)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 128

Holders
342
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
$825K
Puts
$501K
Net Calls
Net Calls Change

Top Buyers

1 +$12.8M
2 +$12.2M
3 +$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 -$19.5M
2 -$11.1M
3 -$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
176
Trexquant Investment
Connecticut
$435K
NAAA
177
New Age Alpha Advisors
New York
$419K
MOACM
178
Mutual of America Capital Management
New York
$415K
OCG
179
Opus Capital Group
Ohio
$406K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$388K
HI
181
Hendershot Investments
Virginia
$385K
VBFP
182
Valtinson Bruner Financial Planning
Minnesota
$381K
CG
183
Cynosure Group
Utah
$378K
CWM
184
CIBC World Markets
New York
$366K
PAG
185
Private Advisor Group
New Jersey
$364K
AIA
186
Alternative Investment Advisors
Florida
$361K
OQS
187
Occudo Quantitative Strategies
Florida
$360K
BHCM
188
Brevan Howard Capital Management
Jersey
$357K
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$355K
QCG
190
Quadrant Capital Group
Ohio
$350K
MWM
191
Modern Wealth Management
Kansas
$346K
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
$345K
FTWA
193
Fifth Third Wealth Advisors
Ohio
$344K
Universal-Beteiligungs- und Servicegesellschaft
194
Universal-Beteiligungs- und Servicegesellschaft
Germany
$338K
Point72 Asset Management
195
Point72 Asset Management
Connecticut
$336K
AI
196
Accredited Investors
Minnesota
$333K
HI
197
Harbour Investments
Wisconsin
$329K
SAM
198
Secure Asset Management
Michigan
$327K
WFL
199
Wealth Forward LLC
North Dakota
$327K
IAA
200
Independent Advisor Alliance
North Carolina
$326K