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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 %
BC
576
Bridgefront Capital
Texas
$574K +$574K +5,963 New
DAS
577
Diversify Advisory Services
Utah
$572K -$301K -3,121 -34%
AIM
578
AHL Investment Management
Florida
$572K -$963 -10 -0.2%
ACM
579
Allred Capital Management
Texas
$569K – – –
QWP
580
Quotient Wealth Partners
Texas
$565K +$19.8K +206 +4%
Nomura Holdings
581
Nomura Holdings
Japan
$563K +$251K +2,612 +81%
HIC
582
Holderness Investments Company
North Carolina
$557K -$21.7K -225 -4%
CG
583
Caprock Group
Idaho
$556K +$279K +2,901 +101%
FRM
584
Fox Run Management
Connecticut
$554K -$274K -2,844 -33%
GPA
585
Garrison Point Advisors
California
$553K -$5.68K -59 -1%
MGIA
586
Moneta Group Investment Advisors
Missouri
$552K -$3.08K -32 -0.6%
MA
587
Montag & Associates
Georgia
$543K – – –
BSA
588
Bull Street Advisors
Georgia
$543K -$3.37K -35 -0.6%
ISL
589
Ingalls & Snyder LLC
New York
$539K -$2.89K -30 -0.5%
IAS
590
Investment Advisory Services
Texas
$535K -$6.64K -69 -1%
P
591
Pitcairn
Pennsylvania
$532K +$61.1K +635 +13%
S
592
SignatureFD
Georgia
$524K +$68.5K +712 +15%
GI
593
GAMMA Investing
California
$521K +$262K +2,720 +101%
OL
594
Optas LLC
Texas
$520K +$22.7K +236 +5%
DWM
595
Diversify Wealth Management
Utah
$520K +$520K +5,563 New
PIM
596
Penobscot Investment Management
Massachusetts
$515K -$481 -5 -0.1%
LGF
597
LGT Group Foundation
Liechtenstein
$511K +$262K +2,721 +105%
FCH
598
Freestone Capital Holdings
Washington
$508K -$770 -8 -0.2%
GC
599
Grimes & Company
Massachusetts
$502K -$10.1K -105 -2%
VBCG
600
Valley Brook Capital Group
Pennsylvania
$502K – – –
22 23
24
25 26