Otter Tail Corp hedge fund holdings
OTTRNASDAQ$88.87+0.41 (+0.46%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
OTTR · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+11.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 96 | 104 | $113M | $100M | 323 | Aug 14, 2025 |
| Q3 2025 | 97 | 94 | $196M | $114M | 329 | Nov 14, 2025 |
| Q4 2025 | 96 | 94 | $143M | $189M | 337 | Feb 14, 2026 |
| Q1 2026 | 104 | 86 | $203M | $123M | 331 | May 15, 2026 |
| Q2 2026 | 120 | 85 | $146M | $128M | 340 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
340 filersNew position
40$21.6M+240K sh
Increased
80$124M+1.38M sh
Reduced
61-$102M-1.14M sh
Out / sold
24-$25.5M-283K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| LSV Asset Management | Added 13.76% | +$12.9M | $107M | 0.19% | Aug 6, 2026 |
| Adage Capital Partners GP, L.L.C. | Reduce 38.44% | -$11.8M | $18.9M | 0.03% | Aug 14, 2026 |
| Contravisory Investment Management, Inc. | New Buy | +$7.78M | $7.78M | 1.37% | Jul 9, 2026 |
| Voloridge Investment Management, LLC | Reduce 74.49% | -$6.06M | $2.08M | 0.01% | Aug 14, 2026 |
| Nomura Asset Management International Inc. | New Buy | +$2.81M | $2.81M | 0.00% | Aug 14, 2026 |
| First Trust Advisors LP | Added 5.04% | +$2.75M | $57.3M | 0.03% | Aug 11, 2026 |
| Caisse de depot et placement du Quebec | Reduce 5.27% | -$2.7M | $48.6M | 0.07% | Aug 14, 2026 |
| Inspire Investing, LLC | Added 2839200.00% | +$2.55M | $2.55M | 0.11% | Aug 12, 2026 |
| Linden Thomas Advisory Services, LLC | Added 96.70% | +$1.97M | $4.01M | 0.32% | Jul 16, 2026 |
| Elo Mutual Pension Insurance Co | Sell 100% | -$1.5M | $0 | 0.00% | Aug 13, 2026 |
| Holocene Advisors, LP | Added 213.89% | +$959K | $1.41M | 0.00% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | New Buy | +$907K | $907K | 0.01% | Aug 17, 2026 |
| Empowered Funds, LLC | New Buy | +$735K | $735K | 0.00% | Aug 17, 2026 |
| Exit Wealth Advisors, LLC. | New Buy | +$646K | $646K | 0.29% | Aug 11, 2026 |
| State of Alaska, Department of Revenue | Reduce 33.16% | -$617K | $1.24M | 0.01% | Jul 20, 2026 |
| Bridgewater Associates, LP | Reduce 43.76% | -$599K | $769K | 0.00% | Aug 14, 2026 |
| PDT Partners, LLC | Added 31.07% | +$576K | $2.43M | 0.13% | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 23.87% | -$558K | $1.78M | 0.01% | Aug 4, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 20.19% | +$533K | $3.18M | 0.00% | Aug 13, 2026 |
| Voleon Capital Management LP | Reduce 60.33% | -$490K | $322K | 0.01% | Aug 14, 2026 |
| Inspire Advisors, LLC | New Buy | +$485K | $485K | 0.03% | Aug 13, 2026 |
| Fieldview Capital Management, LLC | Sell 100% | -$483K | $0 | 0.00% | Aug 14, 2026 |
| Denali Advisors LLC | Reduce 5.35% | -$433K | $7.66M | 0.77% | Aug 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 90.32% | +$415K | $875K | 0.03% | Jul 8, 2026 |
| Legacy Capital Group California, Inc. | New Buy | +$410K | $410K | 0.12% | Jul 29, 2026 |
| Tactive Advisors, LLC | New Buy | +$364K | $364K | 0.09% | Jul 9, 2026 |
| Quantinno Capital Management LP | Added 26.15% | +$347K | $1.67M | 0.00% | Aug 13, 2026 |
| Phocas Financial Corp. | Reduce 4.97% | -$342K | $6.54M | 0.91% | Jul 31, 2026 |
| Tidal Investments LLC | New Buy | +$331K | $331K | 0.00% | Aug 13, 2026 |
| Public Sector Pension Investment Board | Reduce 1.81% | -$323K | $17.6M | 0.05% | Aug 13, 2026 |
| Van Diest Capital, LLC | New Buy | +$304K | $304K | 0.27% | Aug 4, 2026 |
| Old National Bancorp | Sell 100% | -$288K | $0 | 0.00% | Jul 15, 2026 |
| New Age Alpha Advisors, LLC | Reduce 60.73% | -$287K | $185K | 0.01% | Aug 13, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Reduce 3.80% | -$280K | $7.1M | 0.01% | Aug 13, 2026 |
| Natixis Advisors, LLC | Added 23.64% | +$258K | $1.35M | 0.00% | Aug 14, 2026 |
| Convergence Financial, LLC | New Buy | +$254K | $254K | 0.02% | Aug 5, 2026 |
| Inceptionr LLC | New Buy | +$252K | $252K | 0.06% | Aug 11, 2026 |
| Hotchkis & Wiley Capital Management LLC | Added 3.36% | +$243K | $7.47M | 0.02% | Aug 14, 2026 |
| Baird Financial Group, Inc. | New Buy | +$224K | $224K | 0.00% | Aug 12, 2026 |
| Brady Martz Wealth Solutions, LLC | New Buy | +$221K | $221K | 0.03% | Jul 23, 2026 |
| OneAscent Financial Services LLC | Reduce 9.57% | -$215K | $2.04M | 0.10% | Aug 11, 2026 |
| Vise Technologies, Inc. | New Buy | +$211K | $211K | 0.00% | Aug 11, 2026 |
| Virtus Advisers, LLC | Reduce 30.65% | -$189K | $428K | 0.16% | Aug 11, 2026 |
| Capital Fund Management S.A. | Reduce 14.15% | -$179K | $1.08M | 0.00% | Aug 13, 2026 |
| MML Investors Services, LLC | Added 22.99% | +$148K | $792K | 0.00% | Aug 7, 2026 |
| Independent Advisor Alliance | Reduce 38.08% | -$145K | $236K | 0.01% | Aug 12, 2026 |
| Vest Financial, LLC | Added 3.58% | +$132K | $3.83M | 0.04% | Jul 24, 2026 |
| Benjamin Edwards Inc | Added 2.67% | +$94.1K | $3.62M | 0.03% | Jul 24, 2026 |
| Johnson Financial Group, Inc. | New Buy | +$90K | $90K | 0.00% | Aug 10, 2026 |
| Alerus Financial NA | Reduce 11.08% | -$90K | $722K | 0.03% | Aug 14, 2026 |
| Gotham Asset Management, LLC | Reduce 18.46% | -$81.6K | $361K | 0.00% | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 2.57% | -$79.2K | $3.01M | 0.00% | Aug 13, 2026 |
| Lido Advisors, LLC | Added 14.53% | +$70.8K | $558K | 0.00% | Aug 7, 2026 |
| Palisades Investment Partners, LLC | Reduce 1.77% | -$70.7K | $3.92M | 1.12% | Aug 4, 2026 |
| TFC Financial Management, Inc. | New Buy | +$69.6K | $69.6K | 0.01% | Jul 23, 2026 |
| Goodman Advisory Group, LLC | Sell 100% | -$58.5K | $0 | 0.00% | Aug 12, 2026 |
| Thrivent Financial for Lutherans | Added 1.50% | +$56.9K | $3.86M | 0.01% | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Added 12.00% | +$54.3K | $506K | 0.01% | Jul 15, 2026 |
| Focus Financial Network, Inc. | Reduce 3.46% | -$52.8K | $1.47M | 0.05% | Jul 9, 2026 |
| Continuum Advisory, LLC | New Buy | +$51.6K | $51.6K | 0.00% | Aug 6, 2026 |
| Alps Advisors Inc | Added 2.75% | +$51.2K | $1.91M | 0.01% | Jul 29, 2026 |
| Bayforest Capital Ltd | New Buy | +$49.5K | $49.5K | 0.05% | Aug 5, 2026 |
| Foster & Motley Inc | Reduce 6.80% | -$47.4K | $650K | 0.03% | Aug 7, 2026 |
| Bravera Wealth | Reduce 9.74% | -$47.3K | $438K | 0.17% | Jul 23, 2026 |
| RBA Wealth Management, LLC | Reduce 7.83% | -$42.6K | $501K | 0.18% | Jul 23, 2026 |
| Buck Wealth Strategies, LLC | New Buy | +$41.9K | $41.9K | 0.00% | Jul 30, 2026 |
| Bluespring Wealth Management, LLC | Added 6.22% | +$41.8K | $713K | 0.01% | Aug 11, 2026 |
| First Manhattan Co. LLC. | Reduce 1.34% | -$40.7K | $3M | 0.01% | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Reduce 1.36% | -$39.1K | $2.83M | 0.01% | Aug 14, 2026 |
| &Partners | Added 14.74% | +$36.5K | $284K | 0.00% | Aug 14, 2026 |
| Curi Capital, LLC | Reduce 4.85% | -$36.4K | $715K | 0.01% | Aug 14, 2026 |
| Bank & Trust Co | Added 0.34% | +$36.4K | $10.8M | 6.79% | Jul 10, 2026 |
| Swiss Life Asset Management Ltd | Added 9.52% | +$34.7K | $400K | 0.00% | Jul 29, 2026 |
| First Citizens Bank & Trust Co | Reduce 8.00% | -$27.7K | $319K | 0.00% | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | Reduce 8.19% | -$27.3K | $306K | 0.00% | Jul 20, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$25.3K | $0 | 0.00% | Jul 20, 2026 |
| Valtinson Bruner Financial Planning LLC | Reduce 5.77% | -$25K | $408K | 0.10% | Aug 3, 2026 |
| JNBA Financial Advisors | Reduce 15.80% | -$24.4K | $130K | 0.01% | Jul 23, 2026 |
| Xponance LLC | Added 7.46% | +$24.2K | $349K | 0.00% | Aug 10, 2026 |
| Exchange Traded Concepts, LLC | Added 1.98% | +$22.6K | $1.16M | 0.01% | Aug 11, 2026 |
| Vident Advisory, LLC | Reduce 4.57% | -$22.6K | $472K | 0.00% | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | Sell 100% | -$21.1K | $0 | 0.00% | Aug 7, 2026 |
| Opal Wealth Advisors, LLC | Sell 100% | -$20.1K | $0 | 0.00% | Jul 20, 2026 |
| Nomura Asset Management Co Ltd | Sell 100% | -$19.3K | $0 | 0.00% | Aug 13, 2026 |
| Bayban | Added 3.85% | +$18K | $486K | 0.37% | Jul 30, 2026 |
| Infrastructure Capital Advisors, LLC | Added 1.91% | +$11.7K | $623K | 0.04% | Aug 13, 2026 |
| Whittier Trust Co of Nevada Inc | Added 0.24% | +$10.8K | $4.46M | 0.08% | Jul 28, 2026 |
| Whittier Trust Co | Reduce 0.11% | -$9.77K | $8.95M | 0.09% | Jul 28, 2026 |
| Bessemer Group Inc | Reduce 26.47% | -$9.72K | $27K | 0.00% | Aug 12, 2026 |
| Signature Equity Partners, LLC | Added 2525.00% | +$9.09K | $9.45K | 0.00% | Jul 30, 2026 |
| IAG Wealth Partners, LLC | Sell 100% | -$8.78K | $0 | 0.00% | Aug 6, 2026 |
| Bare Financial Services, Inc | Added 80.20% | +$7.29K | $16.4K | 0.00% | Jul 27, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$5.88K | $0 | 0.00% | Aug 13, 2026 |
| Salomon & Ludwin, LLC | Reduce 15.40% | -$5.47K | $30K | 0.00% | Aug 7, 2026 |
| Guggenheim Capital LLC | Added 1.02% | +$5.31K | $527K | 0.00% | Aug 12, 2026 |
| Greenwood Capital Associates LLC | Reduce 1.02% | -$5.13K | $496K | 0.05% | Jul 28, 2026 |
| JFS Wealth Advisors, LLC | Added 216.00% | +$4.86K | $7.11K | 0.00% | Jul 10, 2026 |
| Global Wealth Strategies & Associates | Sell 100% | -$4.83K | $0 | 0.00% | Jul 1, 2026 |
| Bokf, NA | Reduce 0.93% | -$3.51K | $375K | 0.01% | Aug 10, 2026 |
| Fifth Third Wealth Advisors LLC | Added 0.80% | +$3.24K | $410K | 0.01% | Jul 17, 2026 |