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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 %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$3.48M +$545K +5,657 +19%
VPIM
302
Vanguard Personalized Indexing Management
California
$3.47M +$438K +4,733 +14%
EMPI
303
Elo Mutual Pension Insurance
Finland
$3.36M -$246K -2,551 -7%
JFG
304
Jefferies Financial Group
New York
$3.36M +$2.43M +25,224 +262%
Rafferty Asset Management
305
Rafferty Asset Management
New York
$3.35M +$110K +1,144 +3%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$3.34M +$963 +10 +0%
Cerity Partners
307
Cerity Partners
New York
$3.31M -$40.9K -425 -1%
SCM
308
Seascape Capital Management
New Hampshire
$3.31M +$57.5K +597 +2%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$3.25M -$133K -1,387 -4%
WB
310
WesBanco Bank
West Virginia
$3.22M +$45K +467 +1%
Capital Fund Management (CFM)
311
Capital Fund Management (CFM)
France
$3.2M +$530K +5,502 +20%
SFI
312
Susquehanna Fundamental Investments
Pennsylvania
$3.19M +$3.19M +33,119 New
QCM
313
Quantinno Capital Management
New York
$3.15M +$425K +4,415 +16%
RC
314
Roundview Capital
New Jersey
$3.15M +$385K +3,997 +14%
CIBC World Market
315
CIBC World Market
Ontario, Canada
$3.15M -$324K -3,362 -9%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$3.13M -$87K -904 -3%
CWM
317
Circle Wealth Management
New Jersey
$3.13M -$28.5K -296 -0.9%
First Eagle Investment Management
318
First Eagle Investment Management
New York
$3.11M +$1.18M +12,256 +61%
AP
319
Arlington Partners
Alabama
$3.09M -$300K -3,114 -9%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$3.05M -$35.1K -365 -1%
PP
321
Prudential plc
United Kingdom
$3.03M +$1.32M +13,696 +77%
IIM
322
INTECH Investment Management
Florida
$3.03M -$743K -7,718 -20%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$3.03M -$66.3K -689 -2%
GIBU
324
Gulf International Bank (UK)
United Kingdom
$3.01M -$273K -2,841 -8%
SMI
325
Shelter Mutual Insurance
Missouri
$3M – – –
11 12
13
14 15