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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 %
X
251
Xponance
Pennsylvania
$5.84M 58,809 +2,856 +5%
BCM
252
BTC Capital Management
Iowa
$5.83M 58,772 +58,772 New
LA
253
Lifeworks Advisors
Michigan
$5.75M 57,894 +5,942 +11%
Pacer Advisors
254
Pacer Advisors
Pennsylvania
$5.75M 57,893 -14,468 -20%
Mirae Asset Global Investments
255
Mirae Asset Global Investments
South Korea
$5.71M 65,152 +2,393 +4%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$5.65M 56,953 +7,168 +14%
AIM
257
Achmea Investment Management
Netherlands
$5.59M 56,284 – –
FGP
258
Foyston, Gordon, & Payne
Ontario, Canada
$5.54M 55,817 -945 -2%
IG
259
ING Group
Netherlands
$5.52M 55,559 +7,430 +15%
EAMA
260
EFG Asset Management (Americas)
Florida
$5.5M 55,373 -22,624 -29%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$5.47M 55,063 -4,453 -7%
GIA
262
Gateway Investment Advisers
Ohio
$5.43M 54,681 -12,635 -19%
GWM
263
Graybill Wealth Management
Illinois
$5.31M 53,524 +20 +0%
BCI
264
Brinker Capital Investments
Pennsylvania
$5.29M 53,329 -2,425 -4%
OPS
265
Orion Portfolio Solutions
Nebraska
$5.29M 53,329 -2,425 -4%
MOACM
266
Mutual of America Capital Management
New York
$5.28M 53,176 -1,738 -3%
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$5.27M 53,104 -1,728 -3%
YIH
268
Y-Intercept (HK)
Hong Kong
$5.21M 52,515 +20,597 +65%
NAM
269
Nissay Asset Management
Japan
$5.14M 51,753 -273,175 -84%
TG
270
TCW Group
California
$5.01M 50,430 +1,837 +4%
First Manhattan
271
First Manhattan
New York
$5M 50,399 -7,052 -12%
BCIM
272
British Columbia Investment Management
British Columbia, Canada
$4.87M 49,017 +1,624 +3%
KCM
273
Kanawha Capital Management
Virginia
$4.85M 48,824 +1,160 +2%
OQS
274
Occudo Quantitative Strategies
Florida
$4.84M 48,793 +48,793 New
BSC
275
Brown Shipley & Co
United Kingdom
$4.78M 48,529 +5,259 +12%
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