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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 %
AM
326
AGF Management
Ontario, Canada
$2.93M 31,646 +24,903 +369%
AAS
327
Avantax Advisory Services
Texas
$2.91M 31,420 +1,115 +4%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$2.9M 31,302 +204 +0.7%
SMI
329
Shelter Mutual Insurance
Missouri
$2.89M 31,200 – –
JF
330
Jump Financial
Illinois
$2.84M 30,637 +30,637 New
Baird Financial Group
331
Baird Financial Group
Wisconsin
$2.82M 30,419 -742 -2%
Wealth Enhancement Advisory Services
332
Wealth Enhancement Advisory Services
Minnesota
$2.81M 30,341 +3,765 +14%
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$2.75M 29,679 -721 -2%
GIBU
334
Gulf International Bank (UK)
United Kingdom
$2.73M 29,484 -349 -1%
CPCPP
335
Canada Post Corporation Pension Plan
Canada
$2.72M 29,381 +29,381 New
LI
336
LRI Investments
Florida
$2.7M 29,158 – –
CANY
337
Caxton Associates (New York)
New York
$2.69M 29,056 +24,307 +512%
Boston Partners
338
Boston Partners
Massachusetts
$2.69M 29,025 -1,257,261 -98%
AF
339
Allworth Financial
California
$2.68M 28,124 +23,654 +529%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$2.67M 28,865 +2,263 +9%
Two Sigma Investments
341
Two Sigma Investments
New York
$2.66M 28,700 -1,439 -5%
SM
342
Sciencast Management
New Jersey
$2.66M 28,687 +28,687 New
MKC
343
M. Kraus & Co
Vermont
$2.65M 28,605 -552 -2%
KRS
344
Kentucky Retirement Systems
Kentucky
$2.55M 27,526 -379 -1%
EWM
345
Evercore Wealth Management
New York
$2.54M 27,468 -4 -0%
LIM
346
Letson Investment Management
Georgia
$2.51M 27,122 +2,752 +11%
JPMIA
347
J.P. Marvel Investment Advisors
Massachusetts
$2.5M 26,944 – –
LCM
348
Liberty Capital Management
Michigan
$2.49M 26,913 +171 +0.6%
BG
349
BDF Gestion
France
$2.48M 26,788 -3,480 -11%
GT
350
Glenmede Trust
Pennsylvania
$2.46M 26,613 -17,458 -40%
12 13
14
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