OTTER TAIL CORP (OTTR): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

OTTER TAIL CORP (OTTR)

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

Smart Money Signals — OTTR

Based on 328 hedge funds · latest filing: 2025 Q4 · 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

328 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 — +11% more funds vs a year ago

fund count last 6Q

+33 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

160 buying149 selling

Last quarter: 160 funds bought or added vs 149 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 (+12 vs last Q)

new funds entering per quarter

Funds opening a new OTTR position: 45 → 42 → 36 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 14% new

214 out of 328 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 — ~48 new funds/quarter

36 → 45 → 42 → 36 → 48 new funds/Q

New funds entering each quarter: 45 → 42 → 36 → 48. 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 330 current holders: 229 (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.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

37 of 328 holders are among the 100 largest funds by AUM, controlling 47% 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	330	317	4.1%
13F Shares	28M	28M	0.34%
Total Value	$2.26B	$2.28B	-1.09%
New Positions	48	36	+12
Increased Positions	115	117	-2
Closed Positions	35	36	-1
Reduced Positions	116	106	+10
Total Calls	1	2	-50.0%
Total Puts	1	1	-
PUT/CALL Ratio	1.0	0.5	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

330

317

4.1%

13F Shares

28M

0.34%

Total Value

$2.26B

$2.28B

-1.09%

New Positions

+12

Increased Positions

115

117

-2

Closed Positions

-1

Reduced Positions

116

106

+10

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

1.0

0.5

Neutral

Institutional Holders (2026 Q1)

330 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of OTTR — 2025 Q4 · 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	BAYBAN	0.40%	5,201	$456K
5	Johnson Wealth Management, LLC	0.29%	6,727	$590K
6	Mann Financial Group, Inc.	0.26%	3,129	$275K
7	VISTA INVESTMENT PARTNERS LLC	0.23%	9,787	$859K
8	Bravera Wealth	0.19%	4,799	$388K
9	Linden Thomas Advisory Services, LLC	0.19%	22,663	$2.0M
10	RBA Wealth Management, LLC	0.19%	6,042	$530K
11	AlphaQuest LLC	0.14%	30,566	$2.5M
12	OneAscent Financial Services LLC	0.12%	25,018	$2.2M
13	NJ State Employees Deferred Compensation Plan	0.11%	12,000	$984K
14	JAMES INVESTMENT RESEARCH, INC.	0.10%	10,631	$933K
15	WHITTIER TRUST CO	0.10%	99,012	$8.8M
16	Atlas Brown,Inc.	0.09%	3,491	$306K
17	WHITTIER TRUST CO OF NEVADA INC	0.09%	48,935	$4.3M
18	Ifrah Financial Services, Inc.	0.08%	3,474	$305K
19	North Star Investment Management Corp.	0.08%	14,236	$1.2M
20	LIFELONG WEALTH ADVISORS, INC.	0.07%	3,164	$278K
21	Hendershot Investments Inc.	0.06%	5,000	$439K
22	SNS Financial Group, LLC	0.06%	7,459	$655K
23	GREENWOOD CAPITAL ASSOCIATES LLC	0.05%	5,568	$489K
24	Focus Financial Network, Inc.	0.05%	16,945	$1.5M
25	Opus Capital Group, LLC	0.05%	5,266	—

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 — 52% buying: Last quarter: 160 funds bought or added vs 149 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 — 47% AUM from top-100 funds: 37 of 328 holders are among the 100 largest funds by AUM, controlling 47% 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?

65% of holders stayed for 2+ years: 214 out of 328 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.

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OTTER TAIL CORP (OTTR)

Smart Money Signals — OTTR

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

Slight buying edge — 52% buying

More new buyers each quarter (+12 vs last Q)

65% of holders stayed for 2+ years

Steady discovery — ~48 new funds/quarter

Deep conviction — 69% of holders stayed 2+ years

Elite ownership — 47% AUM from top-100 funds

Hedge Fund Ownership: OTTR

Market Analysis: OTTR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OTTR

Hedge Fund Positioning: OTTR

Statistics: OTTR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — OTTER TAIL CORP (OTTR)

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