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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 %
MCM
476
Monarch Capital Management
Indiana
$969K -$21.6K -224 -2%
VHAM
477
Van Hulzen Asset Management
California
$963K -$337K -3,500 -26%
CIC
478
Canal Insurance Company
South Carolina
$963K – – –
JIC
479
Johnson Investment Counsel
Ohio
$962K +$4.72K +49 +0.5%
BC
480
Burney Company
Virginia
$955K -$40.1K -417 -4%
OTL
481
Oak Thistle LLC
New York
$952K +$626K +6,506 +192%
HAG
482
HighPoint Advisor Group
Illinois
$951K +$32.7K +348 +4%
IFU
483
iSAM Funds (UK)
United Kingdom
$950K +$496K +5,150 +109%
TCOT
484
Trust Company of Toledo
Ohio
$947K +$3.37K +35 +0.4%
BHIA
485
Birch Hill Investment Advisors
Massachusetts
$942K – – –
OC
486
Oppenheimer & Co
New York
$938K -$770 -8 -0.1%
TMAM
487
Tokio Marine Asset Management
Japan
$932K +$155K +1,613 +20%
AFCM
488
Applied Finance Capital Management
Puerto Rico
$922K +$922K +9,583 New
MWM
489
Modera Wealth Management
New Jersey
$920K +$32.2K +334 +4%
SFA
490
Sequoia Financial Advisors
Ohio
$909K +$134K +1,391 +17%
PA
491
Parallel Advisors
California
$909K +$23.3K +242 +3%
IAS
492
IMA Advisory Services
Colorado
$905K -$11.6K -120 -1%
FI
493
Fractal Investments
Connecticut
$905K – – –
GAAM
494
Guinness Atkinson Asset Management
California
$904K -$15.7K -163 -2%
SCA
495
Snowden Capital Advisors
New York
$902K +$20.4K +212 +2%
GAM
496
Groupama Asset Management
France
$895K +$386K +4,015 +76%
FMB
497
Field & Main Bank
Kentucky
$878K -$65.9K -685 -7%
SIC
498
Salem Investment Counselors
North Carolina
$876K -$34.3K -356 -4%
NA
499
NewEdge Advisors
Louisiana
$876K -$4.81K -50 -0.5%
HP
500
Holowesko Partners
Bahamas
$866K – – –
18 19
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