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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 %
SMI
326
Shelter Mutual Insurance
Missouri
$3.1M – – –
KRS
327
Kentucky Retirement Systems
Kentucky
$3.06M -$194K -1,954 -6%
Credit Agricole
328
Credit Agricole
France
$3.05M +$1.25M +13,052 +69%
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$3.04M – – –
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$3.02M +$487K +4,909 +19%
DILIC
331
Dai-ichi Life Insurance Company
Japan
$3.01M – – –
MKC
332
M. Kraus & Co
Vermont
$3M +$1.79K +18 +0.1%
ANTB
333
AMG National Trust Bank
Colorado
$2.95M -$18.2K -183 -0.6%
CAM
334
Cresset Asset Management
Illinois
$2.94M +$736K +7,410 +33%
LI
335
Louisbourg Investments
New Brunswick, Canada
$2.94M -$5.37K -65 -0.2%
CK
336
Cohen Klingenstein
New York
$2.91M – – –
TCM
337
Teza Capital Management
Illinois
$2.9M +$1.09M +10,973 +60%
PNAA
338
Pictet North America Advisors
Switzerland
$2.89M +$2.89M +29,129 New
AUB
339
Atlantic Union Bankshares
Virginia
$2.89M +$214K +2,160 +8%
RC
340
Roundview Capital
New Jersey
$2.85M +$2.85M +28,729 New
CAM
341
Close Asset Management
United Kingdom
$2.84M -$51.8K -522 -2%
QCM
342
Quantinno Capital Management
New York
$2.81M +$267K +2,689 +10%
BBHC
343
Brown Brothers Harriman & Co
New York
$2.81M +$62.1K +626 +2%
LI
344
LRI Investments
Florida
$2.81M +$2.81M +28,276 New
CNBT
345
Canandaigua National Bank & Trust
New York
$2.77M +$15.5K +156 +0.6%
Capital Fund Management (CFM)
346
Capital Fund Management (CFM)
France
$2.76M +$2.76M +27,770 New
EWM
347
Evercore Wealth Management
New York
$2.75M -$56.1K -565 -2%
Baird Financial Group
348
Baird Financial Group
Wisconsin
$2.75M -$581K -5,857 -17%
SSB
349
Sandy Spring Bank
Maryland
$2.72M -$247K -2,492 -8%
JPMIA
350
J.P. Marvel Investment Advisors
Massachusetts
$2.69M +$548K +5,518 +26%
12 13
14
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