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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 %
HWM
551
HB Wealth Management
Georgia
$696K -$58.9K -593 -8%
CC
552
Chicago Capital
Illinois
$693K -$10.1K -102 -1%
EM
553
ELCO Management
New York
$689K – – –
OAM
554
Ostrum Asset Management
France
$685K – – –
IGGA
555
Iron Gate Global Advisors
Utah
$678K -$1.48K -15 -0.2%
CFMC
556
Curbstone Financial Management Corp
New Hampshire
$677K -$14.9K -150 -2%
Acadian Asset Management
557
Acadian Asset Management
Massachusetts
$673K +$514K +5,187 +322%
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
$672K +$7.05K +71 +1%
CI Investments Inc
559
CI Investments Inc
Ontario, Canada
$669K +$91.4K +920 +16%
WA
560
Waterford Advisors
New York
$664K – – –
LNC
561
Lincoln National Corp
Pennsylvania
$658K +$136K +1,371 +26%
PA
562
Profund Advisors
Maryland
$656K +$108K +1,088 +20%
IMCOOI
563
Investment Management Corp of Ontario (IMCO)
Canada
$656K -$298K -3,000 -31%
WC
564
Westhampton Capital
North Carolina
$654K – – –
SB
565
Simmons Bank
Arkansas
$652K -$34.6K -349 -5%
FNFDCM
566
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$649K – – –
SWP
567
Stratos Wealth Partners
Ohio
$647K -$21.7K -219 -3%
BRWA
568
B. Riley Wealth Advisors
Florida
$646K +$85.8K +1,068 +15%
NP
569
NorthRock Partners
Minnesota
$644K +$85.4K +860 +15%
JWCA
570
J.W. Cole Advisors
Florida
$640K +$139K +1,405 +28%
AOI
571
Auto-Owners Insurance
Michigan
$635K – – –
IIA
572
ICW Investment Advisors
Arizona
$632K +$23.6K +238 +4%
BP
573
Ballentine Partners
Massachusetts
$628K +$216K +2,179 +53%
WPC
574
Wedmont Private Capital
Pennsylvania
$624K -$3.17K -32 -0.5%
EF
575
Empowered Funds
Pennsylvania
$616K +$187K +1,884 +44%
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