Otter Tail Corp: which funds bought and sold

Institutions that bought and sold Otter Tail shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 186 institutions that filed 13F reports for both quarters added to or opened positions in Otter Tail, and 130 cut or closed them. Together they added a net 209K shares, +0.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 224K shares (−4.3%); index fund managers were net buyers of 377K shares (+2.5%). 42 opened a new position and 28 sold out entirely.

Bought, Q2 2026 186 institutions, 42 of them new holders Sold, Q2 2026 130 institutions, 28 of them sold out

Net change, all compared +209K shares (+0.7%)

Net change, active managers −224K shares (−4.3%), 23 bought, 23 sold

Buyers versus sellers

institutions compared, 383

186 bought 67 130 sold

Active managers and hedge funds 23 bought · 23 sold · −224K

Index fund managers 10 bought · 1 sold · +377K

Other institutions 153 bought · 106 sold · +56K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Morgan Stanley	+231K +35.3%	885K	$79.7M
LSV Asset Management Active manager	+144K +13.8%	1.2M	$107M
Blackrock, Inc. Index funds	+133K +2.1%	6.6M	$590M
Price T Rowe Associates Inc Active manager	+128K +96.3%	260K	$23.4M
Contravisory Investment Management, Inc.	+86K New position	86K	$7.8M
Nuveen, LLC	+79K +41.9%	268K	$24.2M
State Street Corp Index funds	+76K +4.9%	1.6M	$148M
Two Sigma Investments, LP Hedge fund	+63K +9.5%	726K	$65.3M
Geode Capital Management, LLC Index funds	+58K +5.5%	1.1M	$100M
Vanguard Portfolio Management LLC Index funds	+49K +1.7%	3.0M	$270M
D. E. Shaw & Co., Inc. Hedge fund	+48K +11.9%	447K	$40.2M
LPL Financial LLC	+38K +64.2%	96K	$8.6M
Nomura Asset Management International Inc.	+31K New position	31K	$2.8M
First Trust Advisors LP	+31K +5.0%	637K	$57.3M
Inspire Investing, LLC	+28K +2839200.0%	28K	$2.6M
Vanguard Capital Management LLC Index funds	+26K +1.4%	1.9M	$170M
Victory Capital Management Inc Active manager	+24K +9.4%	276K	$24.8M
American Century Companies Inc Active manager	+23K +36.7%	87K	$7.8M
Linden Thomas Advisory Services, LLC	+22K +96.7%	45K	$4M
Northern Trust Corp Index funds	+21K +5.0%	453K	$40.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
LSV Asset Management Active manager	+144K +13.8%	1.2M	$107M
Price T Rowe Associates Inc Active manager	+128K +96.3%	260K	$23.4M
Two Sigma Investments, LP Hedge fund	+63K +9.5%	726K	$65.3M
D. E. Shaw & Co., Inc. Hedge fund	+48K +11.9%	447K	$40.2M
Victory Capital Management Inc Active manager	+24K +9.4%	276K	$24.8M
American Century Companies Inc Active manager	+23K +36.7%	87K	$7.8M
Renaissance Technologies LLC Hedge fund	+17K +252.6%	23K	$2.1M
Schonfeld Strategic Advisors LLC Hedge fund	+14K New position	14K	$1.2M
Holocene Advisors, LP Hedge fund	+11K +213.9%	16K	$1.4M
AQR Capital Management LLC Hedge fund	+7,145 +32.4%	29K	$2.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Goldman Sachs Group Inc	−236K −48.6%	249K	$22.4M
Qube Research & Technologies Ltd Hedge fund	−196K −73.0%	72K	$6.5M
Adage Capital Partners Gp, L.L.C. Hedge fund	−131K −38.4%	211K	$18.9M
Jane Street Group, LLC	−117K Sold out	0	—
Marshall Wace, LLP Hedge fund	−95K Sold out	0	—
HRT Financial LP	−79K Sold out	0	—
Voloridge Investment Management, LLC Hedge fund	−67K −74.5%	23K	$2.1M
Millennium Management LLC Hedge fund	−59K −45.4%	71K	$6.4M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−49K −51.3%	46K	$4.1M
Man Group PLC Hedge fund	−41K −74.1%	14K	$1.3M
Tudor Investment Corp Et Al Hedge fund	−33K −38.7%	53K	$4.7M
Caisse De Depot Et Placement Du Quebec	−30K −5.3%	540K	$48.6M
Invesco Ltd.	−25K −11.3%	200K	$18M
Bridgeway Capital Management, LLC Active manager	−25K Sold out	0	—
Bank Of America Corp	−24K −7.1%	313K	$28.1M
Jpmorgan Chase & Co	−24K −7.0%	316K	$28.3M
Franklin Resources Inc Active manager	−22K −19.2%	91K	$8.1M
UBS Group AG	−21K −13.3%	136K	$12.2M
SG Americas Securities, LLC	−20K −79.6%	5,211	$469,000
Elo Mutual Pension Insurance Co	−17K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	−196K −73.0%	72K	$6.5M
Adage Capital Partners Gp, L.L.C. Hedge fund	−131K −38.4%	211K	$18.9M
Marshall Wace, LLP Hedge fund	−95K Sold out	0	—
Voloridge Investment Management, LLC Hedge fund	−67K −74.5%	23K	$2.1M
Millennium Management LLC Hedge fund	−59K −45.4%	71K	$6.4M
Man Group PLC Hedge fund	−41K −74.1%	14K	$1.3M
Tudor Investment Corp Et Al Hedge fund	−33K −38.7%	53K	$4.7M
Bridgeway Capital Management, LLC Active manager	−25K Sold out	0	—
Franklin Resources Inc Active manager	−22K −19.2%	91K	$8.1M
Quantbot Technologies LP Hedge fund	−17K −91.4%	1,546	$139,109

New positions

largest by value

Institution	Shares	Value June 30, 2026
Contravisory Investment Management, Inc.	86K	$7.8M
Nomura Asset Management International Inc.	31K	$2.8M
Occudo Quantitative Strategies LP	20K	$1.8M
Jump Financial, LLC	15K	$1.4M
Schonfeld Strategic Advisors LLCHedge fund	14K	$1.2M
Jefferies Financial Group Inc.	10K	$907,178
Empowered Funds, LLC	8,170	$735,137
Exit Wealth Advisors, Llc.	7,178	$645,876
Quadrature Capital LtdHedge fund	6,332	$569,753
Inspire Advisors, LLC	5,386	$484,616

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	117K	$10.3M
Marshall Wace, LLPHedge fund	95K	$8.4M
HRT Financial LP	79K	$6.9M
Bridgeway Capital Management, LLCActive manager	25K	$2.2M
Elo Mutual Pension Insurance Co	17K	$1.5M
Brevan Howard Capital Management LPHedge fund	12K	$1M
Dark Forest Capital Management LP	11K	$961,082
Kestra Advisory Services, LLC	9,001	$789,990
Fieldview Capital Management, LLC	5,505	$483,174
Los Angeles Capital Management LLCActive manager	4,714	$413,748

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 359
Ten largest holders: 62.7%
Index fund managers: 53.1%
Active managers and hedge funds: 16.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	23	23	2	5	−224K	−4.3%
Index fund managers	10	1	0	0	+377K	+2.5%
Other institutions	153	106	40	23	+56K	+0.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Otter Tail.

Only managers that filed a holdings report for both quarters are compared (383 here). 10 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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