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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
FCM
176
Fieldview Capital Management
Michigan
$483K
VA
177
Vident Advisory
Georgia
$482K
Lido Advisors
178
Lido Advisors
California
$475K
BW
179
Bravera Wealth
North Dakota
$474K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$473K
OCG
181
Opus Capital Group
Ohio
$462K
NAAA
182
New Age Alpha Advisors
New York
$460K
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$459K
MWM
184
Modern Wealth Management
Kansas
$457K
B
185
Bayban
Minnesota
$456K
HWAM
186
Hennion & Walsh Asset Management
New Jersey
$449K
EWM
187
Empirical Wealth Management
Washington
$441K
HI
188
Hendershot Investments
Virginia
$439K
Holocene Advisors
189
Holocene Advisors
New York
$437K
GAM
190
Gotham Asset Management
New York
$431K
VBFP
191
Valtinson Bruner Financial Planning
Minnesota
$423K
MOACM
192
Mutual of America Capital Management
New York
$421K
EPW
193
Evolve Private Wealth
California
$419K
AIA
194
Alternative Investment Advisors
Florida
$419K
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$414K
HI
196
Harbour Investments
Wisconsin
$405K
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$404K
QCG
198
Quadrant Capital Group
Ohio
$402K
FTWA
199
Fifth Third Wealth Advisors
Ohio
$397K
AI
200
Accredited Investors
Minnesota
$387K