Caxton Associates (New York)’s Otis Worldwide OTIS Stock Holding History

Caxton Associates (New York)’s Portfolio OTIS Stock Details OTIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.69M	Buy	29,056 +24,307	+512%	+$2.44M	0.08%	69
2024 Q3	$494K	Buy	+4,749	New	+$452K	0.02%	364
2024 Q2	–	Sell	-16,728	Closed	-$1.66M	–	570
2024 Q1	$1.66M	Buy	+16,728	New	+$1.55M	0.09%	154
2023 Q3	–	Sell	-8,501	Closed	-$757K	–	558
2023 Q2	$757K	Hold	8,501	–	–	0.11%	188
2023 Q1	$717K	Buy	+8,501	New	+$703K	0.11%	202
2022 Q4	–	Sell	-16,546	Closed	-$1.06M	–	574
2022 Q3	$1.06M	Buy	16,546 +12,057	+269%	+$882K	0.14%	98
2022 Q2	$317K	Sell	4,489 -7,601	-63%	-$560K	0.03%	368
2022 Q1	$930K	Buy	+12,090	New	+$966K	0.08%	115
2021 Q4	–	Sell	-15,000	Closed	-$1.23M	–	646
2021 Q3	$1.23M	Buy	+15,000	New	+$1.32M	0.14%	77

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Caxton Associates (New York)'s OTIS Position: Q4 2024 in Review

Caxton Associates (New York) increased its Otis Worldwide (OTIS) stake by 512% in Q4 2024, buying an estimated $2.44M and bringing the position to 29,056 shares worth $2.69M. The position accounts for 0.08% of the portfolio, ranked #69.

Caxton Associates (New York) first reported a position in OTIS in Q3 2021 and has held it in 9 quarters since. 1,232 funds tracked by Wall St. Rank hold OTIS as of Q4 2024.

Caxton Associates (New York) held 29,056 shares of Otis Worldwide worth $2.69M as of Q4 2024.
Caxton Associates (New York) bought 24,307 Otis Worldwide shares in Q4 2024, an estimated $2.44M.
Otis Worldwide made up 0.08% of Caxton Associates (New York)'s portfolio in Q4 2024, its #69 holding.
Caxton Associates (New York) first reported a position in Otis Worldwide in Q3 2021 and has held it in 9 quarters since.
1,232 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.