OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,180 hedge funds and large institutions have $34B invested in Otis Worldwide in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 392 increasing their positions, 452 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-12
Holders Change %
-1.01%
% of All Funds
17.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
80
Increased
392
Reduced
452
Closed
72
Calls
$142M
Puts
$46.8M
Net Calls
+$94.7M
Net Calls Change
-$27.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.92B
2
Franklin Resources
2
Franklin Resources
California
$447M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$794M
4
SP
4
Sarasin & Partners
United Kingdom
$398M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$264M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.66M
2
AC
2
AKO Capital
United Kingdom
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$32.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$267M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
226
Texas Permanent School Fund
Texas
$6.45M -$1.61M -16,770 -20%
URS
227
Utah Retirement Systems
Utah
$6.41M -$472K -4,900 -7%
BFS
228
Bradley Foster & Sargent
Connecticut
$6.37M -$106K -1,099 -2%
Janus Henderson Group
229
Janus Henderson Group
United Kingdom
$6.37M -$2.21M -22,940 -26%
CIP
230
Chartwell Investment Partners
Pennsylvania
$6.37M +$367K +3,816 +6%
Two Sigma Investments
231
Two Sigma Investments
New York
$6.34M +$5.02M +52,100 +378%
AI
232
AdvisorShares Investments
Maryland
$6.17M +$423K +4,454 +7%
BPCE
233
Bank Pictet & Cie (Europe)
Germany
$6.16M -$294K -3,052 -5%
YCM
234
Yousif Capital Management
Michigan
$6.12M +$4.62K +48 +0.1%
SOADOR
235
State of Alaska Department of Revenue
Alaska
$6M -$1.34M -13,915 -18%
KeyBank National Association
236
KeyBank National Association
Ohio
$5.95M -$544K -5,650 -8%
NYLIM
237
New York Life Investment Management
New York
$5.94M +$44K +457 +0.7%
SAM
238
Sawgrass Asset Management
Florida
$5.91M -$101K -1,054 -2%
FAFTFSNP
239
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$5.88M +$5.88M +61,124 New
FDP
240
Financiere des Professionnels
Quebec, Canada
$5.84M +$30.3K +316 +0.5%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$5.82M +$334K +3,474 +6%
Assenagon Asset Management
242
Assenagon Asset Management
Luxembourg
$5.81M +$2.79M +28,949 +92%
VanEck Associates
243
VanEck Associates
New York
$5.77M -$801K -8,316 -12%
Truist Financial
244
Truist Financial
North Carolina
$5.72M -$417K -4,331 -7%
IIM
245
Ipswich Investment Management
Massachusetts
$5.69M +$23.6K +245 +0.4%
DZ Bank
246
DZ Bank
Germany
$5.66M -$721K -7,489 -11%
BCM
247
BTC Capital Management
Iowa
$5.56M -$95.8K -995 -2%
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
$5.53M +$416K +4,320 +8%
RJFSA
249
Raymond James Financial Services Advisors
Florida
$5.48M -$881K -9,149 -14%
SSWM
250
Sheets Smith Wealth Management
North Carolina
$5.43M -$355K -3,685 -6%
8 9
10
11 12