OTIS icon

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 %
IMCOOI
476
Investment Management Corp of Ontario (IMCO)
Canada
$1.03M -$213K -2,300 -17%
Kovitz Investment Group Partners
477
Kovitz Investment Group Partners
Illinois
$1M -$1.6M -17,298 -62%
CI Investments Inc
478
CI Investments Inc
Ontario, Canada
$1M +$326K +3,524 +48%
MFG
479
Merit Financial Group
Georgia
$999K +$64.3K +694 +7%
VF
480
Virtu Financial
New York
$991K +$306K +3,303 +45%
BCWM
481
Bartlett & Co Wealth Management
Ohio
$979K +$34.5K +373 +4%
GT
482
Greenleaf Trust
Michigan
$971K +$30.8K +333 +3%
Vontobel Holding
483
Vontobel Holding
Switzerland
$963K +$13.1K +141 +1%
N
484
Natixis
France
$958K +$958K +10,346 New
EI
485
Ellevest Inc
New York
$955K -$70.6K -762 -7%
IFU
486
iSAM Funds (UK)
United Kingdom
$955K +$506K +5,466 +113%
GC
487
Guggenheim Capital
Illinois
$954K +$68.6K +741 +8%
LA
488
LBP AM
France
$953K – – –
TMAM
489
Tokio Marine Asset Management
Japan
$925K – – –
BC
490
Burney Company
Virginia
$918K +$5.56K +60 +0.6%
TCOT
491
Trust Company of Toledo
Ohio
$909K +$6.67K +72 +0.7%
MCM
492
Monarch Capital Management
Indiana
$903K -$12.5K -135 -1%
PA
493
Parallel Advisors
California
$900K +$40.7K +439 +5%
OC
494
Oppenheimer & Co
New York
$898K +$31.2K +337 +4%
AFCM
495
Applied Finance Capital Management
Puerto Rico
$898K – – –
CA
496
Clearstead Advisors
Ohio
$896K -$104K -1,118 -10%
CWM
497
Compass Wealth Management
Connecticut
$895K – – –
NA
498
NewEdge Advisors
Louisiana
$894K +$47.6K +514 +6%
BHIA
499
Birch Hill Investment Advisors
Massachusetts
$891K -$15K -162 -2%
O
500
Ossiam
France
$880K +$809K +8,731 +1,138%
18 19
20
21 22