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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 %
PP
401
Prudential plc
United Kingdom
$1.77M +$73.5K +740 +4%
DP
402
Dearborn Partners
Illinois
$1.75M -$3.08K -31 -0.2%
IRAG
403
Investment Research & Advisory Group
Georgia
$1.75M +$1.75M +17,649 New
BPA
404
Beacon Pointe Advisors
California
$1.72M +$42.6K +429 +3%
EGM
405
Engineers Gate Manager
New York
$1.71M +$296K +2,979 +21%
EFS
406
Essex Financial Services
Connecticut
$1.68M -$22K -222 -1%
NB
407
NBT Bank
New York
$1.68M -$40.7K -410 -2%
CANY
408
Caxton Associates (New York)
New York
$1.66M +$1.66M +16,728 New
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$1.66M +$109K +1,100 +7%
PWM
410
Perigon Wealth Management
California
$1.65M +$16.9K +170 +1%
MLICM
411
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M -$30.2K -304 -2%
ANBT
412
American National Bank & Trust
Texas
$1.62M -$254K -2,562 -14%
DTL
413
Dynamic Technology Lab
Singapore
$1.61M -$1.25M -12,579 -44%
SFG
414
Snider Financial Group
Washington
$1.6M +$59.6K +600 +4%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$1.6M +$194K +1,955 +14%
TCM
416
Tufton Capital Management
Maryland
$1.59M -$334K -3,362 -17%
SIRP
417
Shelter Insurance Retirement Plan
Missouri
$1.59M – – –
VIM
418
Vinva Investment Management
Australia
$1.56M +$294K +2,964 +23%
TCOV
419
Trust Company of Vermont
Vermont
$1.55M +$277K +2,786 +22%
EF
420
Empirical Finance
Pennsylvania
$1.49M +$49.1K +495 +3%
KJHP
421
K.J. Harrison & Partners
Ontario, Canada
$1.49M – – –
AMCA
422
Arthur M. Cohen & Associates
Illinois
$1.49M – – –
PS
423
Pensionfund Sabic
Netherlands
$1.49M – – –
William Blair & Company
424
William Blair & Company
Illinois
$1.48M -$24.6K -248 -2%
MLL
425
Moody Lynn & Lieberson
Massachusetts
$1.48M -$548K -5,519 -27%
15 16
17
18 19