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Otter Tail
OTTR

Overview Fund Activity

340 hedge funds and large institutions have $2.12B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
105
Reduced
128
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$12.8M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$12.2M
3
Bank of America
Bank of America
North Carolina
+$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
BlackRock
BlackRock
New York
-$19.5M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$11.1M
3
Northern Trust
Northern Trust
Illinois
-$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$496M -$19.5M -253,140 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$396M -$2.35M -30,423 -0.6%
State Street
3
State Street
Massachusetts
$121M -$2.43M -31,473 -2%
First Trust Advisors
4
First Trust Advisors
Illinois
$95.9M -$826K -10,713 -0.9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$77.9M -$1.15M -14,852 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$68.2M -$2.12M -27,562 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.5M +$12.2M +157,652 +39%
Charles Schwab
8
Charles Schwab
California
$41.2M -$1.31M -17,010 -3%
Millennium Management
9
Millennium Management
New York
$36.7M +$12.8M +166,375 +54%
GF
10
Gabelli Funds
New York
$36.2M -$84.8K -1,100 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$33.2M +$2.42M +31,398 +8%
Bank of America
12
Bank of America
North Carolina
$31.5M +$7.57M +98,243 +32%
Northern Trust
13
Northern Trust
Illinois
$31.5M -$6.71M -87,077 -18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$29.6M -$609K -7,898 -2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$26.3M +$4.45M +57,751 +20%
GI
16
GAMCO Investors
Connecticut
$21.1M +$15.4K +200 +0.1%
Invesco
17
Invesco
Georgia
$19.6M -$5.06M -65,700 -21%
Citadel Advisors
18
Citadel Advisors
Florida
$18.2M +$4.46M +57,873 +32%
Principal Financial Group
19
Principal Financial Group
Iowa
$16M -$1.85M -24,006 -10%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$14.3M -$2.7M -35,000 -16%
Goldman Sachs
21
Goldman Sachs
New York
$14M -$3.8M -49,229 -21%
Federated Hermes
22
Federated Hermes
Pennsylvania
$13.2M -$764K -9,914 -5%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$12.7M +$4.92M +63,850 +63%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$11.9M +$4.22M +54,772 +55%
NL
25
Nuveen LLC
North Carolina
$11.9M -$760K -9,862 -6%
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