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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 %
VA
376
Vident Advisory
Georgia
$2.13M -$11.9M -119,916 -85%
BFM
377
Boston Financial Management
Massachusetts
$2.11M – – –
CAN
378
Cetera Advisor Networks
California
$2.09M +$33.9K +341 +2%
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$2.05M -$89.4K -900 -4%
SPIA
380
Steward Partners Investment Advisory
New York
$2.03M +$199 +2 +0%
BPCA
381
Bank Pictet & Cie (Asia)
Singapore
$2.03M +$1.36M +13,694 +204%
First Eagle Investment Management
382
First Eagle Investment Management
New York
$1.99M +$1.26M +12,722 +174%
Teacher Retirement System of Texas
383
Teacher Retirement System of Texas
Texas
$1.99M -$3.15M -31,698 -61%
AA
384
ALPS Advisors
Colorado
$1.94M +$25.4K +256 +1%
Focus Partners Wealth
385
Focus Partners Wealth
Massachusetts
$1.93M +$431K +4,339 +29%
PA
386
Pinnacle Associates
New York
$1.93M -$69.8K -703 -3%
RT
387
Rockland Trust
Massachusetts
$1.92M -$197K -1,985 -9%
AFA
388
Abacus FCF Advisors
Florida
$1.92M +$1.92M +19,346 New
SAM
389
Selway Asset Management
$1.91M +$146K +1,475 +8%
HNB
390
Huntington National Bank
Ohio
$1.91M -$13.5K -136 -0.7%
SPA
391
Sherbrooke Park Advisers
New York
$1.89M +$1.35M +13,636 +250%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$1.88M +$117K +1,178 +7%
KAS
393
Kestra Advisory Services
Texas
$1.85M -$17.5K -176 -0.9%
SAI
394
Systematic Alpha Investments
New Jersey
$1.85M – – –
CA
395
Cetera Advisors
Colorado
$1.83M +$536K +5,395 +41%
SC
396
Savant Capital
Illinois
$1.83M +$52.1K +525 +3%
WTC
397
WhitTier Trust Company
Nevada
$1.82M +$27.6K +278 +2%
ZIG
398
Zurich Insurance Group
Switzerland
$1.81M +$1.81M +18,200 New
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$1.79M +$871K +8,779 +95%
EWM
400
Empirical Wealth Management
Washington
$1.78M +$269K +2,711 +18%
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16
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