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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 %
IIM
451
Ironwood Investment Management
Massachusetts
$1.19M -$10.5K -109 -0.9%
FTDI
452
First Trust Direct Indexing
Massachusetts
$1.18M +$164K +1,707 +16%
RPC
453
Rossmore Private Capital
Connecticut
$1.13M – – –
NRS
454
Neville Rodie & Shaw
New York
$1.12M – – –
A
455
AlphaQuest
New York
$1.11M -$1.3M -13,516 -54%
PAM
456
Paradigm Asset Management
New York
$1.11M +$1.11M +11,500 New
RJT
457
Raymond James Trust
Florida
$1.09M -$18.6K -193 -2%
BG
458
Bollard Group
Massachusetts
$1.08M +$2.31K +24 +0.2%
PWP
459
Principle Wealth Partners
Connecticut
$1.08M -$44.8K -465 -4%
AI
460
Atria Investments
North Carolina
$1.07M -$56K -582 -5%
SCTC
461
Sanibel Captiva Trust Company
Florida
$1.07M -$26K -270 -2%
IGAM
462
iA Global Asset Management
Quebec, Canada
$1.04M -$276K -2,869 -21%
LA
463
LBP AM
France
$1.04M – – –
BIM
464
Bridges Investment Management
Nebraska
$1.03M +$28.9K +300 +3%
BCWM
465
Bartlett & Co Wealth Management
Ohio
$1.03M -$47.3K -491 -4%
AC
466
Abbrea Capital
California
$1.02M -$1.16K -12 -0.1%
LI
467
Lafayette Investments
Maryland
$1.02M +$963 +10 +0.1%
CA
468
Clearstead Advisors
Ohio
$1.02M +$612K +6,362 +151%
PP
469
Paloma Partners
Connecticut
$1.02M +$590K +6,126 +138%
HWM
470
HB Wealth Management
Georgia
$1.01M +$335K +3,479 +50%
GT
471
Greenleaf Trust
Michigan
$1.01M +$57.2K +594 +6%
MFG
472
Merit Financial Group
Georgia
$999K -$18.5K -192 -2%
AWAM
473
Appian Way Asset Management
New York
$991K +$991K +10,300 New
Vontobel Holding
474
Vontobel Holding
Switzerland
$973K -$271K -2,815 -22%
CWM
475
Compass Wealth Management
Connecticut
$973K – – –
17 18
19
20 21