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

Institutional Holders (2016Q3)
Portfolio Summary: 144 Institutional holders with a total value of $518,998,495.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 3,142,228 108,689,000 20.94%
2 GABELLI FUNDS LLC 1,142,251 39,510,000 7.61%
3 DIMENSIONAL FUND ADVISORS LP 1,106,999 38,291,000 7.38%
4 BlackRock Institutional Trust Company, N.A. 996,857 34,481,000 6.64%
5 BlackRock Fund Advisors 977,439 33,810,000 6.51%
6 NORTHERN TRUST CORP 835,423 28,897,000 5.57%
7 STATE STREET CORP 745,841 25,800,000 4.97%
8 GAMCO INVESTORS, INC. ET AL 400,000 13,836,000 2.67%
9 FIRST TRUST ADVISORS LP 399,264 13,811,000 2.66%
10 Bank of New York Mellon Corp 379,356 13,123,000 2.53%
11 GEODE CAPITAL MANAGEMENT, LLC 321,148 11,108,000 2.14%
12 TEACHERS ADVISORS, LLC 316,691 10,954,000 2.11%
13 RENAISSANCE TECHNOLOGIES LLC 288,000 9,962,000 1.92%
14 NORGES BANK 251,155 8,297,000 1.60%
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 221,081 7,648,000 1.47%
16 JOHN G ULLMAN & ASSOCIATES INC 194,576 6,730,000 1.30%
17 Advisors Asset Management, Inc. 167,208 5,784,000 1.11%
18 BlackRock Investment Management, LLC 158,080 5,468,000 1.05%
19 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 154,000 5,327,000 1.03%
20 TIAA CREF INVESTMENT MANAGEMENT LLC 127,386 4,406,000 0.85%
21 MORGAN STANLEY 117,035 4,048,000 0.78%
22 FIRST MANHATTAN CO. LLC. 107,041 3,702,000 0.71%
23 PARAMETRIC PORTFOLIO ASSOCIATES LLC 92,701 3,207,000 0.62%
24 CREDIT SUISSE AG/ 92,402 3,196,000 0.62%
25 AQR CAPITAL MANAGEMENT LLC 89,814 3,107,000 0.60%
26 ACADIAN ASSET MANAGEMENT LLC 83,294 2,880,000 0.55%
27 LSV ASSET MANAGEMENT 81,783 2,828,000 0.54%
28 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 80,437 2,782,000 0.54%
29 BRIDGEWAY CAPITAL MANAGEMENT, LLC 78,100 2,701,000 0.52%
30 MARTINGALE ASSET MANAGEMENT L P 70,218 2,429,000 0.47%
31 BANK OF AMERICA CORP /DE/ 68,118 2,356,000 0.45%
32 Zebra Capital Management LLC 61,862 2,140,000 0.41%
33 UBS Group AG 60,193 2,082,000 0.40%
34 PANAGORA ASSET MANAGEMENT INC 58,877 2,036,000 0.39%
35 Swiss National Bank 55,700 1,927,000 0.37%
36 ALLIANCEBERNSTEIN L.P. 55,493 1,920,000 0.37%
37 CHICAGO EQUITY PARTNERS LLC 54,950 1,901,000 0.37%
38 Commonwealth Equity Services, Inc 53,977 1,867,000 0.36%
39 MILLER HOWARD INVESTMENTS INC /NY 53,860 1,863,000 0.36%
40 Invesco Ltd. 52,842 1,828,000 0.35%
41 RHUMBLINE ADVISERS 49,419 1,709,000 0.33%
42 NEW YORK STATE COMMON RETIREMENT FUND 45,500 1,574,000 0.30%
43 JAMES INVESTMENT RESEARCH, INC. 44,255 1,531,000 0.29%
44 DEUTSCHE BANK AG\ 42,645 1,473,000 0.28%
45 HUFF W R ASSET MANAGEMENT CO LLC /DE/ 36,845 1,274,000 0.25%
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,207 1,252,000 0.24%
47 NJ State Employees Deferred Compensation Plan 35,000 1,211,000 0.23%
48 BESSEMER GROUP INC 33,190 1,149,000 0.22%
49 WELLS FARGO & COMPANY/MN 31,199 1,080,000 0.21%
50 BlackRock Group LTD 31,095 1,077,000 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.