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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 %
WTC
401
WhitTier Trust Company
Nevada
$1.72M -$40.6K -422 -2%
CL
402
Choreo LLC
Illinois
$1.7M +$1.12M +11,767 +190%
DP
403
Dearborn Partners
Illinois
$1.7M -$2.41K -25 -0.1%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$1.69M +$139K +1,439 +9%
RIM
405
Rakuten Investment Management
Japan
$1.65M +$574K +5,981 +53%
PWM
406
Perigon Wealth Management
California
$1.61M +$16.1K +167 +1%
SFG
407
Snider Financial Group
Washington
$1.58M +$26K +270 +2%
DBIA
408
Dumont & Blake Investment Advisors
New Jersey
$1.55M +$784K +8,148 +102%
SIRP
409
Shelter Insurance Retirement Plan
Missouri
$1.54M – – –
ANBT
410
American National Bank & Trust
Texas
$1.53M -$34.2K -355 -2%
TCM
411
Tufton Capital Management
Maryland
$1.53M -$19.7K -205 -1%
FMWA
412
Forvis Mazars Wealth Advisors
Missouri
$1.52M -$212K -2,200 -12%
PRC
413
Pearl River Capital
Michigan
$1.51M +$1.51M +15,644 New
IC
414
IEQ Capital
California
$1.48M +$107K +1,113 +8%
Bessemer Group
415
Bessemer Group
New Jersey
$1.45M +$104K +1,085 +8%
PS
416
Pensionfund Sabic
Netherlands
$1.44M – – –
AMCA
417
Arthur M. Cohen & Associates
Illinois
$1.44M – – –
PAS
418
Park Avenue Securities
New York
$1.44M +$12.2K +127 +0.9%
NIM
419
NEOS Investment Management
Connecticut
$1.43M +$402K +4,177 +39%
TSWM
420
Triangle Securities Wealth Management
North Carolina
$1.41M -$7.7K -80 -0.5%
QI
421
Qtron Investments
Massachusetts
$1.41M – – –
MLL
422
Moody Lynn & Lieberson
Massachusetts
$1.4M -$33.7K -350 -2%
HFM
423
Hartford Funds Management
Pennsylvania
$1.39M +$142K +1,470 +11%
BAMF
424
BI Asset Management Fondsmaeglerselskab
Denmark
$1.38M +$668K +6,935 +93%
NB
425
Norinchukin Bank
Japan
$1.38M +$16.6K +172 +1%
15 16
17
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