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OTTER TAIL CORP
OTTER TAIL CORP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 120 Institutional holders with a total value of $373,572,414.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 2,444,938 75,280,000 20.15%
2 BlackRock Institutional Trust Company, N.A. 1,008,743 31,059,000 8.31%
3 BlackRock Fund Advisors 934,431 28,771,000 7.70%
4 NORTHERN TRUST CORP 889,578 27,391,000 7.33%
5 GABELLI FUNDS LLC 862,000 26,541,000 7.10%
6 DIMENSIONAL FUND ADVISORS LP 738,832 22,748,000 6.09%
7 STATE STREET CORP 682,724 21,017,000 5.63%
8 Bank of New York Mellon Corp 370,062 11,395,000 3.05%
9 NORGES BANK 337,072 10,378,000 2.78%
10 GAMCO INVESTORS, INC. ET AL 305,000 9,391,000 2.51%
11 GEODE CAPITAL MANAGEMENT, LLC 201,809 6,213,000 1.66%
12 TIAA CREF INVESTMENT MANAGEMENT LLC 165,834 5,106,000 1.37%
13 AQR CAPITAL MANAGEMENT LLC 163,966 5,049,000 1.35%
14 QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 154,770 4,766,000 1.28%
15 CREDIT SUISSE AG/ 151,448 4,663,000 1.25%
16 MORGAN STANLEY 145,710 4,487,000 1.20%
17 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 134,400 4,062,000 1.09%
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 131,066 4,036,000 1.08%
19 BlackRock Investment Management, LLC 123,481 3,802,000 1.02%
20 FIRST MANHATTAN CO. LLC. 110,925 3,415,000 0.91%
21 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 97,116 2,990,000 0.80%
22 UBS AG 85,653 2,637,000 0.71%
23 ACADIAN ASSET MANAGEMENT LLC 69,187 2,130,000 0.57%
24 JPMORGAN CHASE & CO 68,762 2,117,000 0.57%
25 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 65,895 2,029,000 0.54%
26 DEUTSCHE BANK AG\ 65,404 2,012,000 0.54%
27 RENAISSANCE TECHNOLOGIES LLC 60,362 1,859,000 0.50%
28 ALLIANCEBERNSTEIN L.P. 58,498 1,801,000 0.48%
29 Janney Montgomery Scott LLC 58,417 1,798,668 0.48%
30 TEACHERS ADVISORS, LLC 56,659 1,745,000 0.47%
31 RHUMBLINE ADVISERS 54,088 1,665,000 0.45%
32 MILLER HOWARD INVESTMENTS INC /NY 50,939 1,568,000 0.42%
33 BlackRock Group LTD 50,227 1,547,000 0.41%
34 MARTINGALE ASSET MANAGEMENT L P 46,727 1,439,000 0.39%
35 Invesco Ltd. 42,637 1,313,000 0.35%
36 Zebra Capital Management LLC 41,724 1,285,000 0.34%
37 OPPENHEIMER & CO INC 38,925 1,199,000 0.32%
38 Swiss National Bank 38,100 1,173,000 0.31%
39 US BANCORP \DE\ 37,772 1,163,000 0.31%
40 ProShare Advisors LLC 36,673 1,129,000 0.30%
41 PRUDENTIAL FINANCIAL INC 36,370 1,120,000 0.30%
42 NJ State Employees Deferred Compensation Plan 35,000 1,078,000 0.29%
43 BANK OF AMERICA CORP /DE/ 32,629 1,004,000 0.27%
44 STRS OHIO 32,200 991,000 0.27%
45 GOLDMAN SACHS GROUP INC 31,730 977,000 0.26%
46 Mariner, LLC 30,028 925,000 0.25%
47 TUDOR INVESTMENT CORP ET AL 29,836 919,000 0.25%
48 METROPOLITAN LIFE INSURANCE CO/NY 29,806 918,000 0.25%
49 Nationwide Fund Advisors 27,991 862,000 0.23%
50 WHITTIER TRUST CO 27,285 840,000 0.22%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.