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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
Norges Bank
2
Norges Bank
Norway
$650M
3
UBS Group
3
UBS Group
Switzerland
$260M
4
CF
4
Canoe Financial
Alberta, Canada
$95.7M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$67M

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 %
RT
376
Rockland Trust
Massachusetts
$2.05M 22,173 -1,257 -5%
VVP
377
Venture Visionary Partners
Ohio
$2.05M 22,101 +113 +0.5%
TAM
378
Tocqueville Asset Management
New York
$2.04M 22,057 – –
SPIA
379
Steward Partners Investment Advisory
New York
$2.04M 22,055 +1,259 +6%
MUAMU
380
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.04M 22,000 +1,500 +7%
Dodge & Cox
381
Dodge & Cox
California
$2.02M 21,810 – –
SSB
382
Sandy Spring Bank
Maryland
$2.02M 21,788 -1,276 -6%
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$1.99M 21,500 -1,100 -5%
SAM
384
Securian Asset Management
Minnesota
$1.99M 21,469 -684 -3%
PAG
385
Private Advisor Group
New Jersey
$1.98M 21,404 +591 +3%
NIM
386
NEOS Investment Management
Connecticut
$1.98M 21,401 +4,973 +30%
MSRPS
387
Maryland State Retirement & Pension System
Maryland
$1.97M 21,312 -1,758 -8%
William Blair & Company
388
William Blair & Company
Illinois
$1.97M 21,287 -3,556 -14%
IPAM
389
ICICI Prudential Asset Management
India
$1.91M 20,600 – –
DAS
390
DMKC Advisory Services
Iowa
$1.86M 20,116 +20,116 New
NB
391
NBT Bank
New York
$1.85M 20,026 -215 -1%
SAM
392
Selway Asset Management
$1.85M 20,021 – –
HNB
393
Huntington National Bank
Ohio
$1.85M 19,994 +417 +2%
SCM
394
Sage Capital Management
New Jersey
$1.81M 19,533 +241 +1%
SSA
395
Schonfeld Strategic Advisors
New York
$1.81M 19,519 -297 -1%
QT
396
Quantbot Technologies
New York
$1.78M 19,239 +19,239 New
NMERB
397
New Mexico Educational Retirement Board
New Mexico
$1.77M 19,108 -700 -4%
EFS
398
Essex Financial Services
Connecticut
$1.71M 18,470 -216 -1%
Allspring Global Investments
399
Allspring Global Investments
North Carolina
$1.71M 18,502 -1,017 -5%
ZIG
400
Zurich Insurance Group
Switzerland
$1.69M 18,200 – –
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