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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 %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$4.46M -$73.1K -759 -2%
SC
277
Scotia Capital
Ontario, Canada
$4.45M +$131K +1,358 +3%
HF
278
HRT Financial
New York
$4.43M +$4.43M +46,000 New
CSIC
279
Clifford Swan Investment Counsel
California
$4.38M -$134K -1,388 -3%
Mercer Global Advisors
280
Mercer Global Advisors
Colorado
$4.36M +$97.3K +1,014 +2%
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$4.36M -$106K -1,103 -2%
Mirae Asset Global ETFs Holdings
282
Mirae Asset Global ETFs Holdings
Hong Kong
$4.32M +$4.32M +44,850 New
Daiwa Securities Group
283
Daiwa Securities Group
Japan
$4.26M -$68.7K -714 -2%
AAM
284
Aureus Asset Management
Massachusetts
$4.2M -$71.9K -747 -2%
TG
285
TCW Group
California
$4.17M -$680K -7,064 -14%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$4.13M +$438K +4,545 +12%
Bank of Nova Scotia
287
Bank of Nova Scotia
Ontario, Canada
$4.13M -$2.09M -21,746 -34%
FT
288
Fiduciary Trust
Massachusetts
$4.11M -$60.5K -629 -1%
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$4.04M +$76.6K +796 +2%
AF
290
Aviso Financial
Ontario, Canada
$3.95M +$3.95M +40,992 New
Wealthfront Advisers
291
Wealthfront Advisers
California
$3.85M +$85.6K +889 +2%
FMII
292
Farmers & Merchants Investments Inc
Nebraska
$3.71M +$8.38K +87 +0.2%
CAM
293
Cacti Asset Management
Georgia
$3.69M – – –
RFC
294
Regions Financial Corp
Alabama
$3.69M -$379K -3,939 -9%
QCM
295
QRG Capital Management
Illinois
$3.66M -$113K -1,176 -3%
LA
296
Lifeworks Advisors
Michigan
$3.64M -$1.93M -20,041 -35%
RBA
297
Richard Bernstein Advisors
New York
$3.56M – – –
CAM
298
Cresset Asset Management
Illinois
$3.55M +$699K +7,266 +25%
Baird Financial Group
299
Baird Financial Group
Wisconsin
$3.55M +$884K +9,182 +33%
AUB
300
Atlantic Union Bankshares
Virginia
$3.5M +$701K +7,286 +25%
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