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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 %
JC
351
JB Capital
Connecticut
$2.61M -$26.1K -263 -1%
HIMCH
352
Hartford Investment Management Co (HIMCO)
Connecticut
$2.59M -$143K -1,439 -5%
TI
353
Tidal Investments
Wisconsin
$2.51M +$830K +8,356 +49%
TRCT
354
Tower Research Capital (TRC)
New York
$2.5M -$3.74M -37,718 -60%
GAG
355
Goodman Advisory Group
Massachusetts
$2.5M -$98.7K -994 -4%
A
356
AlphaQuest
New York
$2.49M +$498K +5,013 +25%
SAM
357
Silvercrest Asset Management
New York
$2.49M +$53.3K +537 +2%
LIP
358
Liontrust Investment Partners
United Kingdom
$2.48M -$78.5K -791 -3%
HIMC
359
Heritage Investors Management Corp
Maryland
$2.47M -$11.4K -115 -0.5%
Wealth Enhancement Advisory Services
360
Wealth Enhancement Advisory Services
Minnesota
$2.44M -$317K -3,192 -11%
LCM
361
Liberty Capital Management
Michigan
$2.44M +$20.7K +209 +0.9%
SAM
362
Securian Asset Management
Minnesota
$2.37M -$202K -2,033 -8%
LIM
363
Letson Investment Management
Georgia
$2.35M +$52.4K +528 +2%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$2.34M -$109K -1,100 -4%
MUAMU
365
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.33M -$199K -2,000 -8%
YIA
366
YHB Investment Advisors
Connecticut
$2.32M +$155K +1,560 +7%
FC
367
FORA Capital
Florida
$2.32M -$394K -3,974 -15%
LOAME
368
Lombard Odier Asset Management (Europe)
United Kingdom
$2.3M +$172K +1,737 +8%
TCPG
369
Trivant Custom Portfolio Group
California
$2.29M +$2.29M +23,043 New
AAS
370
Avantax Advisory Services
Texas
$2.29M – – –
PAG
371
Private Advisor Group
New Jersey
$2.28M -$477K -4,808 -17%
Envestnet Portfolio Solutions
372
Envestnet Portfolio Solutions
Illinois
$2.27M +$407K +4,104 +22%
PIM
373
Plato Investment Management
Australia
$2.26M +$2.16M +21,772 +2,238%
Dodge & Cox
374
Dodge & Cox
California
$2.21M -$497M -5,004,237 -100%
VVP
375
Venture Visionary Partners
Ohio
$2.2M +$1.66M +16,738 +309%
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