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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 %
WA
551
Waterford Advisors
New York
$644K – – –
BRWA
552
B. Riley Wealth Advisors
Florida
$642K -$132K -1,374 -17%
NP
553
NorthRock Partners
Minnesota
$638K +$13.4K +139 +2%
EF
554
Empowered Funds
Pennsylvania
$637K +$39.8K +413 +7%
WC
555
Westhampton Capital
North Carolina
$634K – – –
FNFDCM
556
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$626K -$3.08K -32 -0.5%
PA
557
Profund Advisors
Maryland
$626K -$10.6K -110 -2%
SB
558
Simmons Bank
Arkansas
$622K -$10.2K -106 -2%
MYAM
559
Meiji Yasuda Asset Management
Japan
$617K +$43.6K +453 +8%
JWCA
560
J.W. Cole Advisors
Florida
$616K -$5.2K -54 -0.8%
AOI
561
Auto-Owners Insurance
Michigan
$615K – – –
KWM
562
Kingsview Wealth Management
Oregon
$605K +$17.6K +183 +3%
IIA
563
ICW Investment Advisors
Arizona
$601K -$11.6K -120 -2%
DDC
564
DF Dent & Co
Maryland
$600K +$389K +4,045 +185%
MIC
565
Means Investment Company
Maine
$596K +$96 +1 +0%
MFIM
566
Mesirow Financial Investment Management
Illinois
$591K +$7.81K +81 +1%
MM
567
Meridian Management
Arkansas
$589K +$96 +1 +0%
SIM
568
Sentry Investment Management
Wisconsin
$588K -$120K -1,252 -17%
LC
569
Lindbrook Capital
California
$586K +$11.6K +121 +2%
SIA
570
Soltis Investment Advisors
Utah
$586K +$14.6K +152 +3%
LNWWM
571
Laird Norton Wetherby Wealth Management
California
$586K +$2.7K +28 +0.5%
VA
572
Vident Advisory
Georgia
$580K -$1.49M -15,449 -72%
CT
573
ClearAlpha Technologies
Connecticut
$576K +$576K +5,987 New
EWA
574
EP Wealth Advisors
California
$576K +$145K +1,502 +34%
WDA
575
Wendell David Associates
New Hampshire
$574K – – –
21 22
23
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