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

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$2.66M
2
AC
AKO Capital
United Kingdom
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$32.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
$267M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGP
251
Foyston, Gordon, & Payne
Ontario, Canada
$5.31M -$60K -623 -1%
X
252
Xponance
Pennsylvania
$5.29M -$373K -3,873 -7%
TI
253
Trexquant Investment
Connecticut
$5.26M +$3.88M +40,314 +282%
GIA
254
Gateway Investment Advisers
Ohio
$5.25M -$13.7K -142 -0.3%
IG
255
ING Group
Netherlands
$5.24M -$111K -1,152 -2%
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$5.22M -$349K -3,624 -6%
GWM
257
Graybill Wealth Management
Illinois
$5.22M +$66.4K +690 +1%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$5.15M +$1.9M +19,760 +59%
NAM
259
Nissay Asset Management
Japan
$5.06M +$81.1K +843 +2%
CWM
260
CIBC World Markets
New York
$5.02M +$1.09M +11,352 +28%
AIM
261
Achmea Investment Management
Netherlands
$5.01M -$410K -4,263 -8%
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$4.98M -$318K -3,299 -6%
MOACM
263
Mutual of America Capital Management
New York
$4.91M -$208K -2,165 -4%
BCI
264
Brinker Capital Investments
Pennsylvania
$4.89M -$242K -2,509 -5%
OPS
265
Orion Portfolio Solutions
Nebraska
$4.89M -$242K -2,509 -5%
BSC
266
Brown Shipley & Co
United Kingdom
$4.76M +$92.2K +958 +2%
KCM
267
Kanawha Capital Management
Virginia
$4.74M +$41.3K +429 +0.9%
USAA
268
United Services Automobile Association
Texas
$4.74M +$3.41M +35,386 +255%
WAS
269
Wesleyan Assurance Society
United Kingdom
$4.63M – – –
CCM
270
Cohen Capital Management
California
$4.59M – – –
WAC
271
William Allan Corp
Colorado
$4.53M +$19.4K +202 +0.4%
GT
272
Glenmede Trust
Pennsylvania
$4.52M +$296K +3,076 +7%
First Manhattan
273
First Manhattan
New York
$4.51M -$339K -3,522 -7%
BP
274
BNP Paribas
France
$4.5M +$18.2K +191 +0.4%
Pathstone Holdings
275
Pathstone Holdings
New Jersey
$4.49M +$91K +945 +2%
9 10
11
12 13