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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 %
SW
501
Simplicity Wealth
New Jersey
$964K +$964K +9,711 New
AWS
502
Atria Wealth Solutions
New York
$959K +$214K +2,151 +29%
OIA
503
OneDigital Investment Advisors
Kansas
$957K +$57K +574 +6%
JFG
504
Jefferies Financial Group
New York
$957K -$7.62M -76,795 -89%
CCG
505
Cypress Capital Group
Florida
$951K -$18.1K -182 -2%
GAAM
506
Guinness Atkinson Asset Management
California
$948K – – –
IAS
507
IMA Advisory Services
Colorado
$946K -$28.7K -289 -3%
HAG
508
HighPoint Advisor Group
Illinois
$945K +$11.9K +123 +1%
SIC
509
Salem Investment Counselors
North Carolina
$939K -$16.3K -164 -2%
FI
510
Fractal Investments
Connecticut
$933K – – –
FNBT
511
FineMark National Bank & Trust
Florida
$919K – – –
MWM
512
Modera Wealth Management
New Jersey
$915K -$12.8K -129 -1%
PA
513
Parallel Advisors
California
$913K +$20.9K +211 +2%
SCA
514
Snowden Capital Advisors
New York
$909K +$92.9K +936 +11%
SAM
515
Shell Asset Management
Netherlands
$908K -$765K -7,951 -46%
NA
516
NewEdge Advisors
Louisiana
$908K +$250K +2,514 +38%
HP
517
Holowesko Partners
Bahamas
$893K – – –
DAS
518
Diversify Advisory Services
Utah
$893K +$893K +9,064 New
CFG
519
Cooper Financial Group
California
$880K +$66K +665 +8%
HFBOT
520
Home Federal Bank of Tennessee
Tennessee
$878K +$2.48K +25 +0.3%
KPWS
521
Kestra Private Wealth Services
Texas
$877K -$40.6K -409 -4%
GT
522
Glenview Trust
Kentucky
$857K -$5.86K -59 -0.7%
FRM
523
Fox Run Management
Connecticut
$854K +$854K +8,598 New
STA
524
Summit Trail Advisors
New York
$851K +$851K +8,568 New
IWC
525
Integrated Wealth Concepts
Massachusetts
$838K +$21.7K +219 +3%
19 20
21
22 23