OTTR icon

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 %
IAA
201
Independent Advisor Alliance
North Carolina
$340K +$340K +4,235 New
AIP
202
Ameritas Investment Partners
Nebraska
$336K -$11.5K -143 -3%
HI
203
Harbour Investments
Wisconsin
$333K +$965 +12 +0.3%
BB
204
Bell Bank
North Dakota
$328K – – –
OAM
205
Oxford Asset Management
United Kingdom
$325K +$325K +4,040 New
SPIA
206
Steward Partners Investment Advisory
New York
$321K – – –
CTA
207
Chesley Taft & Associates
Illinois
$296K – – –
IFS
208
Ifrah Financial Services
Arkansas
$296K -$8.04K -100 -3%
AB
209
Atlas Brown
Kentucky
$281K – – –
IFU
210
iSAM Funds (UK)
United Kingdom
$255K +$255K +3,178 New
LWA
211
Lifelong Wealth Advisors
Minnesota
$255K +$804 +10 +0.3%
CWM
212
Congress Wealth Management
Massachusetts
$249K +$8.36K +104 +3%
CGH
213
Crossmark Global Holdings
Texas
$249K -$2.41K -30 -1%
X
214
Xponance
Pennsylvania
$249K +$12.1K +151 +5%
HW
215
Hancock Whitney
Mississippi
$248K -$6.11K -76 -2%
CW
216
CreativeOne Wealth
Kansas
$240K +$240K +2,986 New
VI
217
Vestcor Inc
New Brunswick, Canada
$239K -$98.2K -1,220 -29%
GC
218
Guggenheim Capital
Illinois
$235K -$134K -1,669 -36%
JG
219
Jain Global
New York
$234K +$234K +2,913 New
Mitsubishi UFJ Trust & Banking
220
Mitsubishi UFJ Trust & Banking
Japan
$231K – – –
FHA
221
Flagship Harbor Advisors
Massachusetts
$231K -$11.3K -140 -5%
Kovitz Investment Group Partners
222
Kovitz Investment Group Partners
Illinois
$228K -$723 -9 -0.3%
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$227K -$4.5K -56 -2%
WAAG
224
Wealth Alliance Advisory Group
Kansas
$223K – – –
USAA
225
United Services Automobile Association
Texas
$223K +$223K +2,765 New
7 8
9
10 11