Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Otter Tail Corp (OTTR)

343 + 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
↓ -7
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — OTTR

Based on 343 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OTTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
343 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 — +5% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

165 buying132 selling
Last quarter: 165 funds bought or added vs 132 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.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 37 → 48 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 23% medium ■ 13% new
221 out of 343 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 — ~30 new funds/quarter

47 → 44 → 37 → 48 → 30 new funds/Q
New funds entering each quarter: 44 → 37 → 48 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 347 current holders: 241 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
47 of 343 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 165 hedge funds were net buyers of OTTR (30 opened a new position, 135 added to an existing one), while 132 reduced or exited (95 trimmed, 37 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 35% of total institutional value in OTTR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 343.

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

-- --

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

Is It Too Late to Buy Otter Tail Corp (OTTR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OTTR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
OTTR
-1.2%
XLI
+11.0%

OTTR outperformed XLI by -12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OTTR
-1.2%
XLI
+4.8%

Since the filing became public, OTTR outperformed XLI by -6.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: OTTR
343 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 343 350 -2.0%
13F Shares 29M 28M 2.69%
Total Value $2.43B $2.28B 6.36%
New Positions 30 48 -18
Increased Positions 135 121 +14
Closed Positions 37 37 -
Reduced Positions 94 116 -22
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: OTTR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

343 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bank & Trust Co 7.05% 119,236 $10.5M
2 Palisades Investment Partners, LLC 1.53% 44,369 $3.9M
3 Phocas Financial Corp. 1.05% 76,483 $6.7M
4 Denali Advisors LLC 0.88% 89,909 $7.9M
5 Bayban 0.40% 5,201 $456K
6 John G Ullman & Associates Inc 0.30% 25,450 $2.2M
7 Johnson Wealth Management, LLC 0.29% 6,727 $590K
8 Virtus Advisers, LLC 0.28% 6,854 $602K
9 Gabelli Funds LLC 0.28% 467,200 $41.0M
10 Mann Financial Group, Inc. 0.26% 3,129 $275K
11 Gamco Investors, INC. Et Al 0.23% 264,800 $23.2M
12 Vista Investment Partners LLC 0.23% 9,787 $859K
13 Wealth Forward, LLC 0.21% 4,238 $372K
14 Bravera Wealth 0.19% 4,799 $388K
15 Linden Thomas Advisory Services, LLC 0.19% 22,663 $2.0M
16 RBA Wealth Management, LLC 0.19% 6,042 $530K
17 Alternative Investment Advisors, LLC. 0.18% 4,768 $419K
18 Fieldview Capital Management, LLC 0.14% 5,505 $483K
19 AlphaQuest LLC 0.14% 30,566 $2.5M
20 Nebula Research & Development LLC 0.12% 18,757 $1.4M
21 OneAscent Financial Services LLC 0.12% 25,018 $2.2M
22 Valtinson Bruner Financial Planning LLC 0.12% 4,817 $423K
23 NJ State Employees Deferred Compensation Plan 0.11% 12,000 $984K
24 PDT Partners, LLC 0.11% 20,600 $1.8M
25 James Investment Research, INC. 0.10% 10,631 $933K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OTTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OTTR?

Slight buying edge — 56% buying: Last quarter: 165 funds bought or added vs 132 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?

Strong quality — 35% AUM from major funds: 47 of 343 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OTTR?

64% of holders stayed for 2+ years: 221 out of 343 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.

Is it too late to buy Otter Tail Corp (OTTR) following the 2026 Q1 hedge fund 13F filings?

As of today, OTTR has moved -1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of -6.0%. Since the quarter end (March 31, 2026), OTTR has gained -1.2% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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