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Otis Worldwide
OTIS

Overview Fund Activity

1,192 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, 442 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,192
Holders Change
+10
Holders Change %
+0.85%
% of All Funds
17.28%
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
442
Closed
76
Calls
$169M
Puts
$46.9M
Net Calls
+$123M
Net Calls Change
+$41.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.11B
2
Franklin Resources
Franklin Resources
California
$264M
3
AllianceBernstein
AllianceBernstein
Tennessee
$2.14B
4
CF
Canoe Financial
Alberta, Canada
$101M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$229M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
$350M
3
Dodge & Cox
Dodge & Cox
California
$2.21M
4
PAM
PineStone Asset Management
Quebec, Canada
$186M
5
Boston Partners
Boston Partners
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$3.81M +$9.63K +97 +0.3%
CAM
302
Cacti Asset Management
Georgia
$3.75M -$136K -1,397 -4%
EMPI
303
Elo Mutual Pension Insurance
Finland
$3.72M +$154K +1,548 +4%
N
304
Natixis
France
$3.72M +$3.72M +37,492 New
RBA
305
Richard Bernstein Advisors
New York
$3.67M – – –
CIBC World Market
306
CIBC World Market
Ontario, Canada
$3.58M +$1.07M +10,751 +43%
AP
307
Arlington Partners
Alabama
$3.49M – – –
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$3.49M -$47.9K -483 -1%
Cerity Partners
309
Cerity Partners
New York
$3.46M +$905K +9,119 +35%
OPERF
310
Oregon Public Employees Retirement Fund
Oregon
$3.45M +$277K +2,794 +9%
GIBU
311
Gulf International Bank (UK)
United Kingdom
$3.39M +$19.8K +199 +0.6%
CGH
312
Crossmark Global Holdings
Texas
$3.38M -$1.14M -11,459 -25%
SCM
313
Seascape Capital Management
New Hampshire
$3.35M +$212K +2,140 +7%
Mackenzie Financial
314
Mackenzie Financial
Ontario, Canada
$3.35M +$149K +1,500 +5%
Rafferty Asset Management
315
Rafferty Asset Management
New York
$3.35M -$62K -625 -2%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$3.32M -$212K -2,133 -6%
Marshall Wace
317
Marshall Wace
United Kingdom
$3.31M +$3.31M +33,369 New
WB
318
WesBanco Bank
West Virginia
$3.27M +$13.9K +140 +0.4%
VPIM
319
Vanguard Personalized Indexing Management
California
$3.26M +$663K +6,679 +26%
CWM
320
Circle Wealth Management
New Jersey
$3.26M – – –
TAM
321
Tocqueville Asset Management
New York
$3.19M – – –
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$3.18M +$10.9K +110 +0.3%
OIS
323
Okabena Investment Services
Minnesota
$3.12M -$386K -3,886 -11%
Assenagon Asset Management
324
Assenagon Asset Management
Luxembourg
$3.12M -$10.3M -104,036 -77%
DLCIG
325
D.L. Carlson Investment Group
New Hampshire
$3.11M +$3.11M +31,376 New
11 12
13
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