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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 %
HFBOT
501
Home Federal Bank of Tennessee
Tennessee
$860K +$8.18K +85 +1%
IMCOOI
502
Investment Management Corp of Ontario (IMCO)
Canada
$857K +$221K +2,300 +35%
KPWS
503
Kestra Private Wealth Services
Texas
$853K +$2.41K +25 +0.3%
AAM
504
Advisors Asset Management
Colorado
$852K +$77.7K +807 +10%
FNBT
505
FineMark National Bank & Trust
Florida
$833K -$58.7K -610 -7%
LDB
506
Lee, Danner & Bass
Tennessee
$830K +$830K +8,625 New
CCG
507
Cypress Capital Group
Florida
$828K -$93.9K -975 -10%
IWC
508
Integrated Wealth Concepts
Massachusetts
$827K +$14.9K +155 +2%
GT
509
Glenview Trust
Kentucky
$825K -$6.26K -65 -0.8%
SIA
510
Sit Investment Associates
Minnesota
$810K – – –
BFG
511
Bleakley Financial Group
New Jersey
$797K -$139K -1,448 -15%
SW
512
Simplicity Wealth
New Jersey
$797K -$138K -1,433 -15%
BFM
513
Boothbay Fund Management
New York
$792K +$400K +4,159 +102%
MHIC
514
Marble Harbor Investment Counsel
Massachusetts
$791K – – –
STA
515
Summit Trail Advisors
New York
$788K -$36.7K -381 -4%
WJWM
516
Williams Jones Wealth Management
New York
$770K – – –
PAM
517
Panagora Asset Management
Massachusetts
$767K -$196K -2,032 -20%
TPCW
518
TD Private Client Wealth
New York
$767K -$28K -291 -4%
SWP
519
Stratos Wealth Partners
Ohio
$765K +$138K +1,432 +22%
Teacher Retirement System of Texas
520
Teacher Retirement System of Texas
Texas
$760K -$1.17M -12,108 -61%
VF
521
Virtu Financial
New York
$760K -$520K -5,398 -41%
MAS
522
Meeder Advisory Services
Ohio
$759K +$233K +2,425 +44%
VI
523
Vestcor Inc
New Brunswick, Canada
$758K – – –
BIM
524
Baldwin Investment Management
Pennsylvania
$756K +$15.4K +160 +2%
GAG
525
Goodman Advisory Group
Massachusetts
$755K -$1.67M -17,320 -69%
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