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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
WFL
201
Wealth Forward LLC
North Dakota
$372K
IAA
202
Independent Advisor Alliance
North Carolina
$372K
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$371K
BF
204
BOK Financial
Oklahoma
$369K
BB
205
Bell Bank
North Dakota
$359K
SLAM
206
Swiss Life Asset Management
$356K
Verition Fund Management
207
Verition Fund Management
Connecticut
$345K
FCBT
208
First Citizens Bank & Trust
North Carolina
$338K
BIG
209
Brooklyn Investment Group
New York
$335K
TRCT
210
Tower Research Capital (TRC)
New York
$329K
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$325K
CTA
212
Chesley Taft & Associates
Illinois
$323K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$322K
X
214
Xponance
Pennsylvania
$317K
SPIA
215
Steward Partners Investment Advisory
New York
$306K
AB
216
Atlas Brown
Kentucky
$306K
IFS
217
Ifrah Financial Services
Arkansas
$305K
Russell Investments Group
218
Russell Investments Group
United Kingdom
$300K
ONB
219
Old National Bancorp
Indiana
$288K
AIP
220
Ameritas Investment Partners
Nebraska
$283K
LWA
221
Lifelong Wealth Advisors
Minnesota
$278K
MFG
222
Mann Financial Group
Minnesota
$275K
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$268K
BPA
224
Beacon Pointe Advisors
California
$266K
GHA
225
GW Henssler & Associates
Georgia
$253K