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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 %
UM
426
UniSuper Management
Australia
$1.47M +$1.1M +11,072 +295%
PAS
427
Park Avenue Securities
New York
$1.47M +$75.9K +764 +5%
TSWM
428
Triangle Securities Wealth Management
North Carolina
$1.47M -$6.45K -65 -0.4%
QI
429
Qtron Investments
Massachusetts
$1.46M +$343K +3,458 +31%
SF
430
Synovus Financial
Georgia
$1.45M -$2.28K -23 -0.2%
O
431
Ossiam
France
$1.43M -$742K -7,473 -34%
TI
432
Trexquant Investment
Connecticut
$1.42M -$16.6M -167,281 -92%
IC
433
IEQ Capital
California
$1.41M +$125K +1,258 +10%
NB
434
Norinchukin Bank
Japan
$1.41M -$31.7K -319 -2%
Bessemer Group
435
Bessemer Group
New Jersey
$1.39M -$38.9K -392 -3%
USAA
436
United Services Automobile Association
Texas
$1.37M – – –
Two Sigma Investments
437
Two Sigma Investments
New York
$1.37M -$2.21M -22,259 -62%
WorldQuant Millennium Advisors
438
WorldQuant Millennium Advisors
New York
$1.37M -$4.76M -47,931 -78%
IGAM
439
iA Global Asset Management
Quebec, Canada
$1.36M +$341K +3,438 +33%
GIM
440
Goelzer Investment Management
Indiana
$1.35M -$5.46K -55 -0.4%
VHAM
441
Van Hulzen Asset Management
California
$1.34M – – –
WT
442
Whittier Trust
California
$1.33M -$13.2K -133 -1%
KRSITF
443
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.33M -$119K -1,200 -8%
VF
444
Virtu Financial
New York
$1.32M +$204K +2,056 +18%
FWCM
445
Ferguson Wellman Capital Management
Oregon
$1.32M -$151K -1,524 -10%
PCM
446
Parsons Capital Management
Rhode Island
$1.31M -$21.5K -217 -2%
WC
447
Woodstock Corp
Massachusetts
$1.3M -$12.6K -127 -1%
Walleye Capital
448
Walleye Capital
New York
$1.3M +$1.3M +13,072 New
HFM
449
Hartford Funds Management
Pennsylvania
$1.29M +$159K +1,604 +14%
NSEDCP
450
NJ State Employees Deferred Compensation Plan
New Jersey
$1.29M – – –
16 17
18
19 20