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

Institutional Holders (2017Q1)
Portfolio Summary: 143 Institutional holders with a total value of $592,265,307.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 3,433,149 130,116,000 21.97%
2 BlackRock Finance, Inc. 2,477,375 93,893,000 15.85%
3 GABELLI FUNDS LLC 1,129,398 42,804,000 7.23%
4 DIMENSIONAL FUND ADVISORS LP 1,119,802 42,441,000 7.17%
5 NORTHERN TRUST CORP 883,686 33,492,000 5.65%
6 STATE STREET CORP 770,088 29,184,000 4.93%
7 FIRST TRUST ADVISORS LP 504,515 19,121,000 3.23%
8 RENAISSANCE TECHNOLOGIES LLC 428,400 16,236,000 2.74%
9 Bank of New York Mellon Corp 419,052 15,882,000 2.68%
10 GAMCO INVESTORS, INC. ET AL 395,000 14,971,000 2.53%
11 GEODE CAPITAL MANAGEMENT, LLC 340,021 12,886,000 2.18%
12 TEACHERS ADVISORS, LLC 320,421 12,144,000 2.05%
13 MORGAN STANLEY 247,408 9,377,000 1.58%
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 240,901 9,131,000 1.54%
15 MILLENNIUM MANAGEMENT LLC 199,137 7,547,000 1.27%
16 Advisors Asset Management, Inc. 154,783 5,866,000 0.99%
17 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 118,200 4,480,000 0.76%
18 TIAA CREF INVESTMENT MANAGEMENT LLC 111,641 4,231,000 0.71%
19 FIRST MANHATTAN CO. LLC. 102,991 3,903,000 0.66%
20 PARAMETRIC PORTFOLIO ASSOCIATES LLC 97,097 3,680,000 0.62%
21 ACADIAN ASSET MANAGEMENT LLC 94,361 3,576,000 0.60%
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 78,200 2,964,000 0.50%
23 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 74,837 2,836,000 0.48%
24 MARTINGALE ASSET MANAGEMENT L P 71,821 2,723,000 0.46%
25 ALLIANCEBERNSTEIN L.P. 68,483 2,596,000 0.44%
26 Zebra Capital Management LLC 61,253 2,321,000 0.39%
27 Swiss National Bank 57,500 2,179,000 0.37%
28 Invesco Ltd. 52,224 1,979,000 0.33%
29 Commonwealth Equity Services, Inc 48,529 1,839,000 0.31%
30 CREDIT SUISSE AG/ 48,496 1,838,000 0.31%
31 RHUMBLINE ADVISERS 48,045 1,821,000 0.31%
32 Stanley-Laman Group, Ltd. 47,401 1,796,000 0.30%
33 DEUTSCHE BANK AG\ 45,760 1,732,000 0.29%
34 NEW YORK STATE COMMON RETIREMENT FUND 45,501 1,724,000 0.29%
35 UBS Group AG 45,392 1,721,000 0.29%
36 TWO SIGMA INVESTMENTS, LP 45,389 1,720,000 0.29%
37 JPMORGAN CHASE & CO 44,282 1,678,000 0.28%
38 WELLS FARGO & COMPANY/MN 40,957 1,553,000 0.26%
39 CHICAGO EQUITY PARTNERS LLC 40,185 1,523,000 0.26%
40 NJ State Employees Deferred Compensation Plan 35,000 1,327,000 0.22%
41 PEAK6 Group LLC 34,400 1,304,000 0.22% Call
42 GUGGENHEIM CAPITAL LLC 33,628 1,274,000 0.22%
43 CITADEL ADVISORS LLC 33,611 1,274,000 0.22%
44 BESSEMER GROUP INC 32,090 1,217,000 0.21%
45 GOLDMAN SACHS GROUP INC 29,629 1,123,000 0.19%
46 MANUFACTURERS LIFE INSURANCE COMPANY, THE 29,556 1,120,000 0.19%
47 WHITTIER TRUST CO 29,428 1,115,000 0.19%
48 METROPOLITAN LIFE INSURANCE CO/NY 26,879 1,019,000 0.17%
49 RUSSELL INVESTMENTS GROUP, LTD. 26,288 996,000 0.17%
50 VIRGINIA RETIREMENT SYSTEMS ET Al 23,900 906,000 0.15%
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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.