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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 %
BlackRock
1
BlackRock
New York
$537M -$24M -298,497 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$416M -$8.18M -101,835 -2%
State Street
3
State Street
Massachusetts
$129M -$4.61M -57,350 -3%
First Trust Advisors
4
First Trust Advisors
Illinois
$101M +$46M +572,059 +84%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$82.4M +$2.71M +33,714 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$73.3M -$4.56M -56,770 -6%
Charles Schwab
7
Charles Schwab
California
$44.3M +$1.19M +14,793 +3%
Northern Trust
8
Northern Trust
Illinois
$39.8M -$4.06M -50,568 -9%
GF
9
Gabelli Funds
New York
$37.8M -$145K -1,800 -0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.7M +$14.7M +183,316 +82%
Morgan Stanley
11
Morgan Stanley
New York
$32.1M -$9.02M -112,195 -22%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$31.5M -$1.03M -12,778 -3%
Invesco
13
Invesco
Georgia
$25.7M +$2.3M +28,563 +10%
Bank of America
14
Bank of America
North Carolina
$25M +$6.81M +84,788 +37%
Millennium Management
15
Millennium Management
New York
$24.9M -$8.12M -101,074 -25%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$22.8M +$7.59M +94,399 +50%
GI
17
GAMCO Investors
Connecticut
$22M -$40.2K -500 -0.2%
Principal Financial Group
18
Principal Financial Group
Iowa
$18.6M +$448K +5,574 +2%
Goldman Sachs
19
Goldman Sachs
New York
$18.6M -$1.92M -23,845 -9%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$17.7M +$17.7M +220,000 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$14.6M -$14.3K -178 -0.1%
Citadel Advisors
22
Citadel Advisors
Florida
$14.3M -$3M -37,342 -17%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$14.2M -$2.33M -29,028 -14%
NL
24
Nuveen LLC
North Carolina
$13.2M +$13.2M +164,446 New
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$11.6M -$810K -10,073 -7%
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