Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Otter Tail Corp (OTTR)

355 + Investors. Track Smart Money conviction in OTTR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — OTTR

Based on 360 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OTTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
360 hedge funds hold OTTR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

196 buying134 selling
Last quarter: 196 funds bought or added vs 134 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new OTTR position: 38 → 48 → 30 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
228 out of 360 hedge funds have held OTTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~52 new funds/quarter

46 → 38 → 48 → 30 → 52 new funds/Q
New funds entering each quarter: 38 → 48 → 30 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 363 holders: 243 (67%) are 2+ year veterans, 52 entered 1–2 years ago, and 68 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
51 of 359 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in OTTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OTTR

In 2026 Q2, 196 hedge funds were net buyers of OTTR (52 opened a new position, 144 added to an existing one), while 134 reduced or exited (98 trimmed, 36 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 63% of total institutional value in OTTR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 360.

Hedge Fund Ownership: OTTR

How many hedge funds hold OTTR — quarterly history vs. share price
Quarterly hedge fund ownership of OTTR vs. share price

Market Analysis: OTTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OTTR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: OTTR
355 + Investors

Track Smart Money conviction in OTTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 355 344 3.2%
13F Shares 29M 29M 0.97%
Total Value $2.50B $2.43B 2.74%
New Positions 51 30 +21
Increased Positions 140 136 +4
Closed Positions 39 38 +1
Reduced Positions 98 94 +4
Total Calls 3 2 50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: OTTR

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Institutional Holders (2026 Q2)

355 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OTTR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OTTR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bank & Trust Co 6.79% 119,641 $10.8M
2 Contravisory Investment Management, INC. 1.37% 86,441 $7.8M
3 Palisades Investment Partners, LLC 1.12% 43,583 $3.9M
4 Phocas Financial Corp. 0.91% 72,681 $6.5M
5 Denali Advisors LLC 0.77% 85,102 $7.7M
6 Bayban 0.37% 5,401 $486K
7 Linden Thomas Advisory Services, LLC 0.32% 44,579 $4.0M
8 Exit Wealth Advisors, LLC. 0.29% 7,178 $646K
9 John G Ullman & Associates Inc 0.28% 25,450 $2.3M
10 Van Diest Capital, LLC 0.27% 3,374 $304K
11 Gabelli Funds LLC 0.27% 462,200 $41.6M
12 Johnson Wealth Management, LLC 0.26% 6,717 $604K
13 Mann Financial Group, Inc. 0.24% 3,129 $282K
14 Vista Investment Partners LLC 0.22% 9,786 $881K
15 Gamco Investors, INC. Et Al 0.21% 264,798 $23.8M
16 Wealth Forward, LLC 0.19% 4,238 $381K
17 RBA Wealth Management, LLC 0.18% 5,569 $501K
18 Bravera Wealth 0.17% 4,873 $438K
19 Alternative Investment Advisors, LLC. 0.16% 4,799 $432K
20 Virtus Advisers, LLC 0.16% 4,753 $428K
21 PDT Partners, LLC 0.13% 27,000 $2.4M
22 Legacy Capital Group California, Inc. 0.12% 4,560 $410K
23 NJ State Employees Deferred Compensation Plan 0.11% 12,000 $984K
24 Inspire Investing, LLC 0.10% 28,393 $2.6M
25 Valtinson Bruner Financial Planning LLC 0.10% 4,539 $408K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Otter Tail Corp (OTTR)

What does the Smart Money Trend signal show for OTTR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OTTR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OTTR?

Slight buying edge — 59% buying: Last quarter: 196 funds bought or added vs 134 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OTTR holders?

Elite ownership — 63% AUM from top-100 funds: 51 of 359 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in OTTR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OTTR?

63% of holders stayed for 2+ years: 228 out of 360 hedge funds have held OTTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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