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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 %
UM
351
UniSuper Management
Australia
$2.49M +$1.07M +11,077 +75%
HIMCH
352
Hartford Investment Management Co (HIMCO)
Connecticut
$2.49M -$28.4K -295 -1%
Wealth Enhancement Advisory Services
353
Wealth Enhancement Advisory Services
Minnesota
$2.48M +$112K +1,161 +5%
OIS
354
Okabena Investment Services
Minnesota
$2.46M -$569K -5,911 -19%
SSB
355
Sandy Spring Bank
Maryland
$2.45M -$187K -1,947 -7%
LIP
356
Liontrust Investment Partners
United Kingdom
$2.41M – – –
Focus Partners Wealth
357
Focus Partners Wealth
Massachusetts
$2.39M +$513K +5,330 +27%
HIMC
358
Heritage Investors Management Corp
Maryland
$2.38M -$13K -135 -0.5%
William Blair & Company
359
William Blair & Company
Illinois
$2.36M +$928K +9,643 +65%
JC
360
JB Capital
Connecticut
$2.35M -$179K -1,861 -7%
CGH
361
Crossmark Global Holdings
Texas
$2.32M -$958K -9,949 -29%
LIM
362
Letson Investment Management
Georgia
$2.28M +$385 +4 +0%
YIA
363
YHB Investment Advisors
Connecticut
$2.26M +$5.49K +57 +0.2%
Allspring Global Investments
364
Allspring Global Investments
North Carolina
$2.25M -$19.9M -206,697 -90%
SAM
365
Securian Asset Management
Minnesota
$2.24M -$60.8K -632 -3%
TCPG
366
Trivant Custom Portfolio Group
California
$2.21M -$12.1K -126 -0.5%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$2.2M -$67.4K -700 -3%
SM
368
Sciencast Management
New Jersey
$2.2M +$1.25M +12,970 +131%
PIM
369
Plato Investment Management
Australia
$2.19M – – –
PAG
370
Private Advisor Group
New Jersey
$2.15M -$58.6K -609 -3%
VVP
371
Venture Visionary Partners
Ohio
$2.13M +$674 +7 +0%
TAM
372
Tocqueville Asset Management
New York
$2.13M -$963K -10,000 -31%
EGM
373
Engineers Gate Manager
New York
$2.13M +$473K +4,914 +29%
Envestnet Portfolio Solutions
374
Envestnet Portfolio Solutions
Illinois
$2.11M -$87.1K -905 -4%
Dodge & Cox
375
Dodge & Cox
California
$2.1M -$43.3K -450 -2%
13 14
15
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