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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
UBS Group
2
UBS Group
Switzerland
$260M
3
CF
3
Canoe Financial
Alberta, Canada
$95.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$67M
5
Northern Trust
5
Northern Trust
Illinois
$424M

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 %
TCPG
426
Trivant Custom Portfolio Group
California
$1.41M 15,230 +243 +2%
BWP
427
Burling Wealth Partners
Illinois
$1.41M 15,214 +15,214 New
TIAA Trust, National Association
428
TIAA Trust, National Association
North Carolina
$1.39M 14,974 +36 +0.2%
HFM
429
Hartford Funds Management
Pennsylvania
$1.38M 14,874 +59 +0.4%
Holocene Advisors
430
Holocene Advisors
New York
$1.36M 14,709 -35,984 -71%
SAI
431
Systematic Alpha Investments
New Jersey
$1.35M 14,610 – –
PTC
432
Private Trust Company
Ohio
$1.33M 14,339 -141 -1%
Bessemer Group
433
Bessemer Group
New Jersey
$1.32M 14,192 -677 -5%
DC
434
Davenport & Co
Virginia
$1.31M 14,173 +197 +1%
PS
435
Principal Securities
Iowa
$1.31M 14,145 -1,591 -10%
EF
436
Empirical Finance
Pennsylvania
$1.3M 14,040 -176 -1%
AMCA
437
Arthur M. Cohen & Associates
Illinois
$1.3M 14,000 – –
SF
438
Synovus Financial
Georgia
$1.29M 13,971 -153 -1%
TSWM
439
Triangle Securities Wealth Management
North Carolina
$1.27M 13,766 -640 -4%
DA
440
Dash Acquisitions
California
$1.25M 13,071 +423 +3%
MGP
441
Metis Global Partners
California
$1.25M 13,485 +642 +5%
PP
442
Prudential plc
United Kingdom
$1.25M 13,468 +6,359 +89%
DADC
443
D.A. Davidson & Co
Montana
$1.25M 13,450 -40 -0.3%
TCOV
444
Trust Company of Vermont
Vermont
$1.24M 13,427 -266 -2%
WSFS
445
Wilmington Savings Fund Society
Delaware
$1.23M 13,249 -80 -0.6%
Nomura Holdings
446
Nomura Holdings
Japan
$1.22M 13,162 +13,162 New
AI
447
Atria Investments
North Carolina
$1.22M 13,149 +2,304 +21%
NSEDCP
448
NJ State Employees Deferred Compensation Plan
New Jersey
$1.2M 13,001 – –
GIM
449
Goelzer Investment Management
Indiana
$1.2M 12,995 – –
WT
450
Whittier Trust
California
$1.2M 12,909 -227 -2%
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