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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
+$843M
2
Franklin Resources
Franklin Resources
California
+$191M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$87.4M
4
SP
Sarasin & Partners
United Kingdom
+$85.1M
5
PAM
PineStone Asset Management
Quebec, Canada
+$83.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$168M
2
AC
AKO Capital
United Kingdom
-$75.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$72.1M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$71.5M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$60.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
426
Beacon Pointe Advisors
California
$1.38M -$290K -3,011 -17%
SF
427
Synovus Financial
Georgia
$1.35M -$48.9K -508 -3%
GC
428
Guggenheim Capital
Illinois
$1.35M -$2.61M -27,083 -66%
EF
429
Empirical Finance
Pennsylvania
$1.34M -$105K -1,089 -7%
TCOV
430
Trust Company of Vermont
Vermont
$1.34M -$159K -1,653 -11%
RIM
431
Redwood Investment Management
Arizona
$1.34M +$1.34M +14,434 New
EI
432
Ellevest Inc
New York
$1.31M +$105K +1,088 +9%
ATC
433
Argent Trust Co
Tennessee
$1.3M +$129K +1,338 +11%
PS
434
Principal Securities
Iowa
$1.3M +$88.4K +918 +7%
OIA
435
OneDigital Investment Advisors
Kansas
$1.28M +$355K +3,687 +38%
Acadian Asset Management
436
Acadian Asset Management
Massachusetts
$1.28M +$628K +6,537 +96%
WT
437
Whittier Trust
California
$1.27M -$19K -197 -1%
PCM
438
Parsons Capital Management
Rhode Island
$1.27M -$3.08K -32 -0.2%
GIM
439
Goelzer Investment Management
Indiana
$1.26M -$51.5K -535 -4%
KRSITF
440
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.26M -$32.6K -339 -3%
PTC
441
Private Trust Company
Ohio
$1.25M +$6.93K +72 +0.6%
NSEDCP
442
NJ State Employees Deferred Compensation Plan
New Jersey
$1.25M – – –
KJHP
443
K.J. Harrison & Partners
Ontario, Canada
$1.25M -$193K -2,000 -13%
NMIMC
444
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M +$193 +2 +0%
DADC
445
D.A. Davidson & Co
Montana
$1.23M +$80.5K +836 +7%
MGP
446
Metis Global Partners
California
$1.23M -$17.2K -179 -1%
WC
447
Woodstock Corp
Massachusetts
$1.22M -$47.2K -490 -4%
HFM
448
Hartford Financial Management
Connecticut
$1.21M -$31.1K -323 -3%
DC
449
Davenport & Co
Virginia
$1.21M -$4.72K -49 -0.4%
DA
450
Dash Acquisitions
California
$1.2M +$89.5K +905 +8%
16 17
18
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