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OTTR in the 13F filings

Otter Tail Corp · CUSIP 689648103

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 12 Nov 2024
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 3 listed it in both
Shares listed
469,080
combined, among listed positions
Reported value
$37m
combined, at the quarter end

Among the 94 comparable managers: 3 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares was +107,952.

Managers listing OTTR in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
GAMCO Investors Inc263,442$21m0.21%Trimmed-10,10014 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp125,629$9.8munder 0.1%Added+41,96614 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP66,500$5.2munder 0.1%Newnew12 Nov 2024 (the filing on sec.gov)
Winton Group Ltd13,509$1.1m0.07%Added+9,58612 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

02462014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
OTTR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20132$9.3mn.a.n.a.
Q3 20133$12mn.a.n.a.
Q4 20132$12mn.a.n.a.
Q1 20143$12mn.a.n.a.
Q2 20142$12mn.a.n.a.
Q3 20141$11mn.a.n.a.
Q4 20141$12mn.a.n.a.
Q1 20151$13mn.a.n.a.
Q2 20151$11mn.a.n.a.
Q3 20151$10mn.a.n.a.
Q4 20151$11mn.a.n.a.
Q1 20161$12mn.a.n.a.
Q2 20161$13mn.a.n.a.
Q3 20162$17mn.a.n.a.
Q4 20162$26mn.a.n.a.
Q1 20172$19mn.a.n.a.
Q2 20171$16mn.a.n.a.
Q3 20171$17mn.a.n.a.
Q4 20171$18mn.a.n.a.
Q1 20181$17mn.a.n.a.
Q2 20181$19mn.a.n.a.
Q3 20182$62mn.a.n.a.
Q4 20183$66mn.a.n.a.
Q1 20192$19mn.a.n.a.
Q2 20191$18mn.a.n.a.
Q3 20191$17mn.a.n.a.
Q4 20191$16mn.a.n.a.
Q1 20203$55mn.a.n.a.
Q2 20202$12mn.a.n.a.
Q3 20201$15mn.a.n.a.
Q4 20201$18mn.a.n.a.
Q1 20211$19mn.a.n.a.
Q2 20211$19mn.a.n.a.
Q3 20211$21mn.a.n.a.
Q4 20211$25mn.a.n.a.
Q1 20222$23mn.a.n.a.
Q2 20222$30mn.a.n.a.
Q3 20222$32mn.a.n.a.
Q4 20222$27mn.a.n.a.
Q1 20232$24mn.a.n.a.
Q2 20232$24mn.a.n.a.
Q3 20231$22mn.a.n.a.
Q4 20232$24m11
Q1 20242$28m11
Q2 20243$32m21
Q3 20244$37m31
Q4 20244$31m31
Q1 20254$31m31
Q2 20253$25m12
Q3 20252$24m11
Q4 20253$36m1413
Q1 20265$86m1514
Q2 20264$93m1315

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

OTTR and SO →OTTR and D →OTTR and NEE →Choose a stock to compare with OTTR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own OTTR, latest filings →Back to the 13F Explorer →