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

Institutional Holders (2014Q3)
Portfolio Summary: 118 Institutional holders with a total value of $328,519,090.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 2,538,407 67,699,000 20.61%
2 GABELLI FUNDS LLC 1,144,000 30,510,000 9.29%
3 BlackRock Institutional Trust Company, N.A. 983,921 26,241,000 7.99%
4 NORTHERN TRUST CORP 848,783 22,637,000 6.89%
5 DIMENSIONAL FUND ADVISORS LP 829,757 22,130,000 6.74%
6 BlackRock Fund Advisors 807,918 21,547,000 6.56%
7 STATE STREET CORP 665,721 17,757,000 5.41%
8 GAMCO INVESTORS, INC. ET AL 405,000 10,801,000 3.29%
9 Bank of New York Mellon Corp 364,355 9,716,000 2.96%
10 NORGES BANK 337,072 8,990,000 2.74%
11 GEODE CAPITAL MANAGEMENT, LLC 218,973 5,840,000 1.78%
12 JOHN G ULLMAN & ASSOCIATES INC 204,428 5,452,000 1.66%
13 TIAA CREF INVESTMENT MANAGEMENT LLC 161,304 4,302,000 1.31%
14 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 145,800 3,888,000 1.18%
15 QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 141,750 3,781,000 1.15%
16 First Washington CORP 140,835 3,757,000 1.14%
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 138,003 3,681,000 1.12%
18 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 120,498 3,214,000 0.98%
19 BlackRock Investment Management, LLC 114,273 3,048,000 0.93%
20 CREDIT SUISSE AG/ 113,248 3,020,000 0.92%
21 FIRST MANHATTAN CO. LLC. 110,641 2,950,000 0.90%
22 AQR CAPITAL MANAGEMENT LLC 101,866 2,717,000 0.83%
23 MORGAN STANLEY 92,644 2,471,000 0.75%
24 LSV ASSET MANAGEMENT 78,500 2,093,000 0.64%
25 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 67,377 1,797,000 0.55%
26 Janney Montgomery Scott LLC 61,498 1,640,164 0.50%
27 MILLER HOWARD INVESTMENTS INC /NY 58,736 1,566,000 0.48%
28 ALLIANCEBERNSTEIN L.P. 55,193 1,472,000 0.45%
29 RHUMBLINE ADVISERS 53,015 1,414,000 0.43%
30 TEACHERS ADVISORS, LLC 50,948 1,359,000 0.41%
31 Invesco Ltd. 44,400 1,184,000 0.36%
32 Zebra Capital Management LLC 40,710 1,086,000 0.33%
33 RENAISSANCE TECHNOLOGIES LLC 39,965 1,066,000 0.32%
34 US BANCORP \DE\ 39,134 1,044,000 0.32%
35 Swiss National Bank 37,500 1,000,000 0.30%
36 OPPENHEIMER & CO INC 36,525 974,000 0.30%
37 PRUDENTIAL FINANCIAL INC 36,370 970,000 0.30%
38 NJ State Employees Deferred Compensation Plan 35,000 933,000 0.28%
39 Mariner, LLC 34,707 925,000 0.28%
40 METROPOLITAN LIFE INSURANCE CO/NY 29,806 795,000 0.24%
41 BANK OF AMERICA CORP /DE/ 29,607 790,000 0.24%
42 BlackRock Group LTD 28,748 767,000 0.23%
43 MARTINGALE ASSET MANAGEMENT L P 28,527 761,000 0.23%
44 Nationwide Fund Advisors 27,981 746,000 0.23%
45 FIRST TRUST ADVISORS LP 27,295 728,000 0.22%
46 WHITTIER TRUST CO 27,285 727,000 0.22%
47 AMERICAN INTERNATIONAL GROUP, INC. 26,365 703,133 0.21%
48 PARAMETRIC PORTFOLIO ASSOCIATES LLC 26,024 694,000 0.21%
49 Longbow Capital Partners, L.P. 26,000 693,000 0.21%
50 CITADEL ADVISORS LLC 25,838 689,000 0.21%
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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.