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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
UBS Group
2
UBS Group
Switzerland
$260M
3
CF
3
Canoe Financial
Alberta, Canada
$95.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$67M
5
Northern Trust
5
Northern Trust
Illinois
$424M

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 %
LI
351
Louisbourg Investments
New Brunswick, Canada
$2.44M 32,164 -3,669 -10%
AS
352
Aware Super
Australia
$2.44M 26,331 +26,331 New
CNBT
353
Canandaigua National Bank & Trust
New York
$2.38M 25,681 -99 -0.4%
SAM
354
Silvercrest Asset Management
New York
$2.34M 25,280 -50 -0.2%
CAM
355
Close Asset Management
United Kingdom
$2.33M 25,147 – –
LIP
356
Liontrust Investment Partners
United Kingdom
$2.32M 25,018 – –
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$2.28M 24,655 -479 -2%
OTL
358
Oak Thistle LLC
New York
$2.28M 24,651 +24,651 New
Envestnet Portfolio Solutions
359
Envestnet Portfolio Solutions
Illinois
$2.28M 24,613 +1,243 +5%
JC
360
JB Capital
Connecticut
$2.26M 24,434 -57 -0.2%
CGH
361
Crossmark Global Holdings
Texas
$2.26M 24,363 -70 -0.3%
SCM
362
Sterling Capital Management
North Carolina
$2.25M 24,286 +8,230 +51%
EWM
363
Empirical Wealth Management
Washington
$2.25M 24,280 +3,088 +15%
PI
364
PineBridge Investments
New York
$2.23M 24,095 -579,180 -96%
HIMC
365
Heritage Investors Management Corp
Maryland
$2.21M 23,888 -699 -3%
ANTB
366
AMG National Trust Bank
Colorado
$2.2M 23,730 -2 -0%
BFM
367
Boston Financial Management
Massachusetts
$2.2M 23,727 +175 +0.7%
OIS
368
Okabena Investment Services
Minnesota
$2.19M 23,608 -1,942 -8%
CK
369
Cohen Klingenstein
New York
$2.18M 23,500 -5,807 -20%
TRCT
370
Tower Research Capital (TRC)
New York
$2.15M 23,265 +12,402 +114%
YIA
371
YHB Investment Advisors
Connecticut
$2.13M 23,011 -406 -2%
SC
372
Savant Capital
Illinois
$2.12M 22,881 -3,813 -14%
PAS
373
Park Avenue Securities
New York
$2.12M 22,868 +8,433 +58%
PIM
374
Plato Investment Management
Australia
$2.11M 22,745 – –
SA
375
Sanctuary Advisors
Indiana
$2.11M 22,155 -1,068 -5%
13 14
15
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