Otter Tail
OTTR
359 hedge funds and large institutions have $2.65B invested in Otter Tail in 2026 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 101 reducing their positions, and 28 closing their positions.
303% more call options, than puts
Call options by funds: $1.13M | Put options by funds: $279K
68% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 28
42% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 101
4% more funds holding
Funds holding: 346 → 359 (+13)
3% more capital invested
Capital invested by funds: $2.57B → $2.65B (+$82.2M)
0.4% more ownership
Funds ownership: 69.69% → 70.08% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.4M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$12.7M |
| 3 |
BlackRock
New York
|
+$11.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.3M |
| 5 |
CIM
Contravisory Investment Management
Norwell,
Massachusetts
|
+$7.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$20.9M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$17.3M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$11.6M |
| 4 |
Jane Street
New York
|
-$10.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$8.35M |
OTTR Hedge Fund Activity: Q2 2026 in Review
359 institutional investors reported a position in Otter Tail (OTTR) for Q2 2026, worth a combined $2.65B — up 3.2% from $2.57B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new OTTR positions and 28 closed out — a net gain of 19 holders — while 143 added to existing stakes and 101 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.4M. The largest seller was Goldman Sachs, cutting an estimated $20.9M.
- 359 institutional investors held Otter Tail (OTTR) as of Q2 2026, up from 346 in Q1 2026.
- Funds reported $2.65B of Otter Tail stock for Q2 2026, up 3.2% quarter-over-quarter.
- 47 funds opened new Otter Tail positions in Q2 2026 and 28 closed out, a net change of +19 holders.
- The largest Otter Tail buyer in Q2 2026 was Morgan Stanley, an estimated $20.4M added.
- The largest Otter Tail seller in Q2 2026 was Goldman Sachs, an estimated $20.9M sold.
Based on aggregated 13F filings for Q2 2026.