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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 %
BFM
376
Boston Financial Management
Massachusetts
$2.07M +$31K +322 +2%
SA
377
Sanctuary Advisors
Indiana
$2.07M +$2.07M +22,486 New
BPCA
378
Bank Pictet & Cie (Asia)
Singapore
$2.06M +$92.8K +964 +5%
RT
379
Rockland Trust
Massachusetts
$2.04M +$170K +1,767 +9%
FC
380
FORA Capital
Florida
$2.02M -$227K -2,358 -10%
SPIA
381
Steward Partners Investment Advisory
New York
$2M +$37.5K +390 +2%
NB
382
NBT Bank
New York
$1.99M +$362K +3,765 +22%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$1.98M – – –
MUAMU
384
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.97M -$289K -3,000 -13%
Kovitz Investment Group Partners
385
Kovitz Investment Group Partners
Illinois
$1.93M +$1.93M +20,021 New
KAS
386
Kestra Advisory Services
Texas
$1.93M +$135K +1,406 +8%
SAM
387
Selway Asset Management
$1.91M +$57.8K +600 +3%
TCM
388
Teza Capital Management
Illinois
$1.9M -$921K -9,564 -33%
AA
389
ALPS Advisors
Colorado
$1.88M – – –
Mirae Asset Global Investments
390
Mirae Asset Global Investments
South Korea
$1.86M -$1.82M -32,228 -49%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$1.84M +$14.6K +152 +0.8%
EWM
392
Empirical Wealth Management
Washington
$1.82M +$97.2K +1,010 +6%
HNB
393
Huntington National Bank
Ohio
$1.82M -$34.2K -355 -2%
EFS
394
Essex Financial Services
Connecticut
$1.8M +$230K +2,488 +15%
SC
395
Savant Capital
Illinois
$1.8M +$30.1K +313 +2%
SAI
396
Systematic Alpha Investments
New Jersey
$1.79M – – –
IRAG
397
Investment Research & Advisory Group
Georgia
$1.77M +$69.2K +719 +4%
PA
398
Pinnacle Associates
New York
$1.76M -$104K -1,085 -6%
ZIG
399
Zurich Insurance Group
Switzerland
$1.75M – – –
EOJOAM
400
E. Ohman J:or Asset Management
Sweden
$1.73M +$120K +1,250 +7%
14 15
16
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