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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 %
MIC
576
Means Investment Company
Maine
$614K – – –
CL
577
Choreo LLC
Illinois
$614K +$6.26K +63 +1%
MM
578
Meridian Management
Arkansas
$608K +$893 +9 +0.1%
KWM
579
Kingsview Wealth Management
Oregon
$605K +$45.2K +455 +8%
MFIM
580
Mesirow Financial Investment Management
Illinois
$601K +$64K +645 +12%
LNWWM
581
Laird Norton Wetherby Wealth Management
California
$601K -$14.5K -146 -2%
HIC
582
Holderness Investments Company
North Carolina
$597K -$8.64K -87 -1%
Citadel Advisors
583
Citadel Advisors
Florida
$594K -$16.3M -164,287 -96%
LC
584
Lindbrook Capital
California
$593K +$7.74K +78 +1%
WDA
585
Wendell David Associates
New Hampshire
$592K – – –
MYAM
586
Meiji Yasuda Asset Management
Japan
$591K -$61.9K -624 -9%
AIM
587
AHL Investment Management
Florida
$591K – – –
SIA
588
Soltis Investment Advisors
Utah
$589K +$2.09K +21 +0.4%
ACM
589
Allred Capital Management
Texas
$587K -$12.2K -123 -2%
GPA
590
Garrison Point Advisors
California
$576K -$9.93K -100 -2%
MGIA
591
Moneta Group Investment Advisors
Missouri
$572K +$572K +5,764 New
BSA
592
Bull Street Advisors
Georgia
$564K +$49.6K +500 +10%
QWP
593
Quotient Wealth Partners
Texas
$563K -$202K -2,032 -26%
MA
594
Montag & Associates
Georgia
$560K -$7.15K -72 -1%
ISL
595
Ingalls & Snyder LLC
New York
$559K – – –
IAS
596
Investment Advisory Services
Texas
$559K -$4.57K -46 -0.8%
GCM
597
Graham Capital Management
Connecticut
$556K -$702K -7,075 -56%
MAS
598
Meeder Advisory Services
Ohio
$542K +$41.4K +417 +8%
HL
599
HeadInvest LLC
Maine
$532K -$13.9K -140 -3%
PIM
600
Penobscot Investment Management
Massachusetts
$531K +$17.4K +175 +3%
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