OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,191 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 383 increasing their positions, 441 reducing their positions, and 76 closing their positions.

Holders
1,191
Holders Change
+10
Holders Change %
+0.85%
% of All Funds
17.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
100
Increased
383
Reduced
441
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.11B
2
Franklin Resources
2
Franklin Resources
California
$264M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.14B
4
CF
4
Canoe Financial
Alberta, Canada
$101M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$229M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.29B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$350M
3
Dodge & Cox
3
Dodge & Cox
California
$2.21M
4
PAM
4
PineStone Asset Management
Quebec, Canada
$186M
5
Boston Partners
5
Boston Partners
Massachusetts
$200M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$7.28M 73,326 -30,820 -30%
URS
227
Utah Retirement Systems
Utah
$7.09M 71,452 – –
CNB
228
Czech National Bank
Czech Republic
$7.08M 71,340 -340 -0.5%
EI
229
Ethic Inc
New York
$7.07M 71,239 +4,668 +7%
Calamos Advisors
230
Calamos Advisors
Illinois
$7.02M 70,727 -1,762 -2%
PGFC
231
Peapack-Gladstone Financial Corp
New Jersey
$6.85M 68,970 -947 -1%
Mariner
232
Mariner
Kansas
$6.79M 68,380 +2,290 +3%
VanEck Associates
233
VanEck Associates
New York
$6.78M 68,257 -4,602 -6%
ProShare Advisors
234
ProShare Advisors
Maryland
$6.71M 67,586 +8,969 +15%
KeyBank National Association
235
KeyBank National Association
Ohio
$6.7M 67,483 -1,490 -2%
BFS
236
Bradley Foster & Sargent
Connecticut
$6.68M 67,320 -3,287 -5%
BPCE
237
Bank Pictet & Cie (Europe)
Germany
$6.66M 67,051 -9,350 -12%
DZ Bank
238
DZ Bank
Germany
$6.59M 66,339 – –
RJFSA
239
Raymond James Financial Services Advisors
Florida
$6.56M 66,083 +3,621 +6%
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
$6.42M 64,652 -56,253 -47%
Truist Financial
241
Truist Financial
North Carolina
$6.33M 63,750 -6,732 -10%
YCM
242
Yousif Capital Management
Michigan
$6.31M 63,556 -2,904 -4%
SAM
243
Sawgrass Asset Management
Florida
$6.2M 62,447 -2,890 -4%
CIP
244
Chartwell Investment Partners
Pennsylvania
$6.19M 62,343 +2,360 +4%
NYLIM
245
New York Life Investment Management
New York
$6.08M 61,239 -2,655 -4%
FDP
246
Financiere des Professionnels
Quebec, Canada
$6.01M 60,553 – –
AI
247
AdvisorShares Investments
Maryland
$6.01M 60,542 +22,270 +58%
SSWM
248
Sheets Smith Wealth Management
North Carolina
$5.96M 60,047 +3,000 +5%
EW
249
Evoke Wealth
California
$5.85M 58,980 +56,022 +1,894%
IIM
250
Ipswich Investment Management
Massachusetts
$5.85M 58,881 -30 -0.1%
8 9
10
11 12