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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
+$287M
2
Franklin Resources
Franklin Resources
California
+$248M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$236M
4
CF
Canoe Financial
Alberta, Canada
+$101M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$91.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.24B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$525M
3
Dodge & Cox
Dodge & Cox
California
-$497M
4
PAM
PineStone Asset Management
Quebec, Canada
-$145M
5
Boston Partners
Boston Partners
Massachusetts
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
451
Private Trust Company
Ohio
$1.28M +$11.7K +118 +0.9%
MGP
452
Metis Global Partners
California
$1.28M -$37.5K -378 -3%
Vontobel Holding
453
Vontobel Holding
Switzerland
$1.28M -$49.8K -502 -4%
HFM
454
Hartford Financial Management
Connecticut
$1.28M -$41.7K -420 -3%
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M -$8.84K -89 -0.7%
DC
456
Davenport & Co
Virginia
$1.25M +$4.77K +48 +0.4%
PS
457
Principal Securities
Iowa
$1.25M +$200K +2,011 +19%
LOAMS
458
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M +$239K +2,412 +24%
IIM
459
Ironwood Investment Management
Massachusetts
$1.24M +$33.7K +339 +3%
EI
460
Ellevest Inc
New York
$1.24M +$49.4K +498 +4%
ATC
461
Argent Trust Co
Tennessee
$1.21M +$204K +2,054 +20%
DADC
462
D.A. Davidson & Co
Montana
$1.19M +$26K +262 +2%
MC
463
Machina Capital
France
$1.18M -$189K -1,904 -14%
XT
464
XTX Topco
Cayman Islands
$1.17M +$1.17M +11,804 New
RPC
465
Rossmore Private Capital
Connecticut
$1.16M -$15.4K -155 -1%
AI
466
Atria Investments
North Carolina
$1.16M -$25.1K -253 -2%
PWP
467
Principle Wealth Partners
Connecticut
$1.16M -$1.69K -17 -0.1%
NRS
468
Neville Rodie & Shaw
New York
$1.15M – – –
RJT
469
Raymond James Trust
Florida
$1.14M -$51.5K -519 -4%
SCTC
470
Sanibel Captiva Trust Company
Florida
$1.13M -$9.93K -100 -0.9%
VSQM
471
V-Square Quantitative Management
Illinois
$1.12M +$166K +1,673 +17%
RIM
472
Rakuten Investment Management
Japan
$1.12M +$985K +9,922 +747%
BG
473
Bollard Group
Massachusetts
$1.11M +$2.28K +23 +0.2%
BCWM
474
Bartlett & Co Wealth Management
Ohio
$1.11M +$6.95K +70 +0.6%
Verition Fund Management
475
Verition Fund Management
Connecticut
$1.08M -$982K -9,896 -48%
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