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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 %
MSU
326
Mizuho Securities USA
New York
$3M +$3M +31,177 New
DLCIG
327
D.L. Carlson Investment Group
New Hampshire
$2.98M -$36.1K -375 -1%
EAM
328
Eventide Asset Management
Massachusetts
$2.93M +$1.95M +20,288 +199%
KRS
329
Kentucky Retirement Systems
Kentucky
$2.93M -$31.1K -323 -1%
ANTB
330
AMG National Trust Bank
Colorado
$2.93M +$70K +727 +2%
VIM
331
Vinva Investment Management
Australia
$2.93M +$1.42M +14,748 +94%
BG
332
BDF Gestion
France
$2.91M +$2.91M +30,268 New
AAS
333
Avantax Advisory Services
Texas
$2.9M +$688K +7,148 +31%
MKC
334
M. Kraus & Co
Vermont
$2.89M -$14.4K -150 -0.5%
MPM
335
MBB Public Markets
Illinois
$2.89M +$2.89M +29,990 New
CK
336
Cohen Klingenstein
New York
$2.82M – – –
LI
337
Louisbourg Investments
New Brunswick, Canada
$2.82M -$7.17K -90 -0.3%
LI
338
LRI Investments
Florida
$2.81M +$84.9K +882 +3%
AAIS
339
ABN AMRO Investment Solutions
$2.8M -$1.05M -10,928 -27%
TRCT
340
Tower Research Capital (TRC)
New York
$2.75M +$319K +3,313 +13%
TI
341
Tidal Investments
Wisconsin
$2.72M +$291K +3,021 +12%
D.E. Shaw & Co
342
D.E. Shaw & Co
New York
$2.71M -$45.3M -470,099 -94%
CAM
343
Close Asset Management
United Kingdom
$2.7M -$55.4K -575 -2%
CNBT
344
Canandaigua National Bank & Trust
New York
$2.68M -$7.41K -77 -0.3%
EWM
345
Evercore Wealth Management
New York
$2.67M -$866 -9 -0%
Lazard Asset Management
346
Lazard Asset Management
New York
$2.66M -$168M -1,750,037 -98%
JPMIA
347
J.P. Marvel Investment Advisors
Massachusetts
$2.61M – – –
DILIC
348
Dai-ichi Life Insurance Company
Japan
$2.59M -$331K -3,440 -11%
LCM
349
Liberty Capital Management
Michigan
$2.57M +$203K +2,106 +9%
SAM
350
Silvercrest Asset Management
New York
$2.52M +$106K +1,099 +4%
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