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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 %
LA
476
LBP AM
France
$1.08M -$109K -1,100 -9%
DA
477
Dash Acquisitions
California
$1.07M +$30.7K +323 +3%
NIM
478
NEOS Investment Management
Connecticut
$1.06M +$369K +3,717 +54%
WI
479
WBI Investments
New Jersey
$1.06M +$827K +8,331 +360%
AC
480
Abbrea Capital
California
$1.06M -$9.93K -100 -0.9%
LI
481
Lafayette Investments
Maryland
$1.05M +$192K +1,931 +22%
FTDI
482
First Trust Direct Indexing
Massachusetts
$1.05M +$141K +1,422 +16%
GAM
483
Groupama Asset Management
France
$1.03M -$1.26M -6,452 -55%
BIM
484
Bridges Investment Management
Nebraska
$1.03M +$124K +1,250 +14%
BC
485
Burney Company
Virginia
$1.03M -$54.4K -548 -5%
MCM
486
Monarch Capital Management
Indiana
$1.02M -$17.6K -177 -2%
EAM
487
Eventide Asset Management
Massachusetts
$1.01M +$1.01M +10,189 New
CWM
488
Compass Wealth Management
Connecticut
$1M -$27.3K -275 -3%
BHCM
489
Brevan Howard Capital Management
Jersey
$997K +$997K +10,042 New
PAM
490
Panagora Asset Management
Massachusetts
$993K -$20K -201 -2%
CIC
491
Canal Insurance Company
South Carolina
$993K – – –
JIC
492
Johnson Investment Counsel
Ohio
$987K +$60.7K +611 +7%
GT
493
Greenleaf Trust
Michigan
$981K +$41.2K +415 +4%
SM
494
Sciencast Management
New Jersey
$980K +$980K +9,876 New
FMB
495
Field & Main Bank
Kentucky
$974K -$2.68K -27 -0.3%
MFG
496
Merit Financial Group
Georgia
$973K +$34.9K +379 +4%
TCOT
497
Trust Company of Toledo
Ohio
$973K -$21.4K -216 -2%
BHIA
498
Birch Hill Investment Advisors
Massachusetts
$972K -$2.58K -26 -0.3%
OC
499
Oppenheimer & Co
New York
$968K -$42.9K -432 -4%
BFG
500
Bleakley Financial Group
New Jersey
$965K +$11.6K +117 +1%
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