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Otis Worldwide
OTIS

Overview Fund Activity

1,215 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 415 reducing their positions, and 107 closing their positions.

Holders
1,215
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
415
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.29B
2
Norges Bank
2
Norges Bank
Norway
$650M
3
UBS Group
3
UBS Group
Switzerland
$260M
4
CF
4
Canoe Financial
Alberta, Canada
$95.7M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$67M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$1.58M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.83B
3
Boston Partners
3
Boston Partners
Massachusetts
$2.69M
4
National Pension Service
4
National Pension Service
South Korea
$52.3M
5
PI
5
PineBridge Investments
New York
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
AJ
301
Ashburton (Jersey)
Jersey
$3.62M 39,099 +39,099 New
AF
302
Aviso Financial
Ontario, Canada
$3.6M 38,900 -1,967 -5%
GLF
303
Groupe la Francaise
France
$3.53M 38,027 +38,027 New
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$3.52M 38,005 +3,155 +9%
MSU
305
Mizuho Securities USA
New York
$3.51M 37,860 +11,886 +46%
Rafferty Asset Management
306
Rafferty Asset Management
New York
$3.46M 37,314 +3,727 +11%
RFC
307
Regions Financial Corp
Alabama
$3.44M 37,100 -320 -0.9%
CIBC World Market
308
CIBC World Market
Ontario, Canada
$3.44M 37,087 +4,791 +15%
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$3.43M 37,034 -2,129 -5%
RBA
310
Richard Bernstein Advisors
New York
$3.42M 36,961 – –
Verition Fund Management
311
Verition Fund Management
Connecticut
$3.35M 36,215 +33,740 +1,363%
Mirae Asset Global Investments
312
Mirae Asset Global Investments
South Korea
$3.34M 61,884 +17,149 +38%
UM
313
UniSuper Management
Australia
$3.24M 35,022 +6,857 +24%
OQS
314
Occudo Quantitative Strategies
Florida
$3.22M 34,735 +34,735 New
TI
315
Tidal Investments
Wisconsin
$3.2M 34,524 +2,079 +6%
Focus Partners Wealth
316
Focus Partners Wealth
Massachusetts
$3.18M 34,386 +11,615 +51%
WB
317
WesBanco Bank
West Virginia
$3.18M 34,376 -299 -0.9%
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$3.17M 34,277 -50 -0.1%
SCM
319
Seascape Capital Management
New Hampshire
$3.16M 34,130 +271 +0.8%
TF
320
Threadgill Financial
Texas
$3.13M 33,798 +1,752 +5%
RC
321
Roundview Capital
New Jersey
$3.06M 33,075 -101 -0.3%
BMSSC
322
B. Metzler seel. Sohn & Co
Germany
$3.05M 32,983 -197,819 -86%
HF
323
HRT Financial
New York
$3.01M 32,518 +32,518 New
CWM
324
Circle Wealth Management
New Jersey
$3.01M 32,510 – –
Thrivent Financial for Lutherans
325
Thrivent Financial for Lutherans
Minnesota
$2.99M 32,232 -4,380 -12%
11 12
13
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