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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 %
GS
526
GTS Securities
New York
$751K +$751K +7,799 New
Lido Advisors
527
Lido Advisors
California
$748K +$37.7K +392 +5%
PTCG
528
Pring Turner Capital Group
California
$729K – – –
AWM
529
Apollon Wealth Management
South Carolina
$725K -$43.6K -453 -6%
CWP
530
Curated Wealth Partners
California
$721K +$721K +7,489 New
DWP
531
Daymark Wealth Partners
Ohio
$716K -$18.6K -193 -3%
PTC
532
Philadelphia Trust Company
Pennsylvania
$715K -$1.06K -11 -0.1%
RBC
533
Romano Brothers & Co
Illinois
$711K – – –
CTC
534
Central Trust Company
Missouri
$711K -$16.9K -176 -2%
CFG
535
Cooper Financial Group
California
$702K -$152K -1,575 -18%
HI
536
Horizon Investments
North Carolina
$699K +$1.73K +18 +0.2%
CC
537
Chicago Capital
Illinois
$696K +$24.1K +250 +4%
AAM
538
AR Asset Management
California
$693K – – –
AWS
539
Atria Wealth Solutions
New York
$692K -$237K -2,463 -26%
WAM
540
Werlinich Asset Management
Connecticut
$687K – – –
EM
541
ELCO Management
New York
$668K – – –
CI Investments Inc
542
CI Investments Inc
Ontario, Canada
$657K +$8.76K +91 +1%
CFMC
543
Curbstone Financial Management Corp
New Hampshire
$656K – – –
MM
544
MQS Management
New York
$655K +$655K +6,809 New
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$655K +$3.75K +39 +0.6%
IGGA
546
Iron Gate Global Advisors
Utah
$652K -$857 -9 -0.1%
VSQM
547
V-Square Quantitative Management
Illinois
$651K -$435K -4,524 -40%
WPC
548
Wedmont Private Capital
Pennsylvania
$650K +$19.5K +195 +3%
BP
549
Ballentine Partners
Massachusetts
$650K +$41.5K +431 +7%
LCM
550
Laurion Capital Management
New York
$648K +$648K +6,728 New
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