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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 %
WAS
276
Wesleyan Assurance Society
United Kingdom
$4.77M 48,100 – –
CCM
277
Cohen Capital Management
California
$4.73M 47,686 +292 +0.6%
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$4.67M 47,071 +16,133 +52%
CSIC
279
Clifford Swan Investment Counsel
California
$4.66M 46,927 -193 -0.4%
WAC
280
William Allan Corp
Colorado
$4.65M 46,872 +55 +0.1%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$4.6M 46,371 +33,457 +259%
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$4.54M 45,733 +2,233 +5%
BP
283
BNP Paribas
France
$4.51M 47,125 +47,125 New
Daiwa Securities Group
284
Daiwa Securities Group
Japan
$4.46M 44,969 +7,806 +21%
SC
285
Scotia Capital
Ontario, Canada
$4.46M 44,903 -4,653 -9%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$4.41M 44,418 -2,292 -5%
AAM
287
Aureus Asset Management
Massachusetts
$4.41M 44,398 +551 +1%
GT
288
Glenmede Trust
Pennsylvania
$4.36M 43,928 -764 -2%
FT
289
Fiduciary Trust
Massachusetts
$4.3M 43,275 +1,432 +3%
CQS
290
Credential Qtrade Securities
$4.26M 42,946 +42,946 New
RFC
291
Regions Financial Corp
Alabama
$4.19M 42,231 -299 -0.7%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$4.09M 41,200 -10,187 -20%
GC
293
Guggenheim Capital
Illinois
$4.08M 41,102 +17,386 +73%
CWM
294
CIBC World Markets
New York
$4.05M 40,835 -11,917 -23%
QC
295
Quadrature Capital
United Kingdom
$3.98M 40,068 +27,340 +215%
IIM
296
INTECH Investment Management
Florida
$3.89M 39,215 +4,720 +14%
QCM
297
QRG Capital Management
Illinois
$3.89M 39,156 +1,393 +4%
Wealthfront Advisers
298
Wealthfront Advisers
California
$3.88M 39,096 +1,235 +3%
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$3.81M 38,404 -3,376 -8%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$3.81M 38,391 +97 +0.3%
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