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Otis Worldwide
OTIS

Overview Fund Activity

1,216 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, 416 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.19%
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
416
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 Holding Trade Value Shares
Change 		Shares
Change %
WT
451
Whittier Trust
California
$1.2M -$21K -227 -2%
PCM
452
Parsons Capital Management
Rhode Island
$1.18M -$31.1K -336 -3%
FMWA
453
Forvis Mazars Wealth Advisors
Missouri
$1.18M -$179K -1,935 -13%
NMIMC
454
Northwestern Mutual Investment Management Company
Wisconsin
$1.17M -$926 -10 -0.1%
MLL
455
Moody Lynn & Lieberson
Massachusetts
$1.17M -$148K -1,603 -11%
IIM
456
Ironwood Investment Management
Massachusetts
$1.16M +$9.17K +99 +0.8%
LOAMS
457
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.15M +$206K +2,224 +22%
WC
458
Woodstock Corp
Massachusetts
$1.15M -$12.7K -137 -1%
Lazard Asset Management
459
Lazard Asset Management
New York
$1.15M -$269K -2,904 -19%
AC
460
Allstate Corporation
Illinois
$1.14M +$1.14M +12,328 New
CCM
461
Copeland Capital Management
Pennsylvania
$1.13M -$14.4M -155,797 -93%
OIA
462
OneDigital Investment Advisors
Kansas
$1.13M +$278 +3 +0%
D.E. Shaw & Co
463
D.E. Shaw & Co
New York
$1.11M -$985K -10,641 -47%
HFM
464
Hartford Financial Management
Connecticut
$1.11M -$46.3K -500 -4%
RPC
465
Rossmore Private Capital
Connecticut
$1.08M -$1.39K -15 -0.1%
LI
466
Lafayette Investments
Maryland
$1.07M -$741 -8 -0.1%
NRS
467
Neville Rodie & Shaw
New York
$1.07M – – –
HAG
468
HighPoint Advisor Group
Illinois
$1.07M +$21K +217 +2%
DWM
469
Diversify Wealth Management
Utah
$1.07M +$498K +5,483 +87%
SCTC
470
Sanibel Captiva Trust Company
Florida
$1.06M +$35.7K +385 +3%
SCA
471
Snowden Capital Advisors
New York
$1.05M +$54.1K +584 +5%
PWP
472
Principle Wealth Partners
Connecticut
$1.04M -$11.6K -125 -1%
BG
473
Bollard Group
Massachusetts
$1.04M +$2.32K +25 +0.2%
BIM
474
Bridges Investment Management
Nebraska
$1.04M +$43.7K +472 +4%
GAAM
475
Guinness Atkinson Asset Management
California
$1.04M +$196K +2,119 +23%
17 18
19
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