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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 %
GC
601
Grimes & Company
Massachusetts
$529K +$18.2K +183 +4%
MA
602
Mutual Advisors
Nebraska
$527K -$6.16K -62 -1%
WSTAM
603
Wilbanks Smith & Thomas Asset Management
Virginia
$527K -$5.96K -60 -1%
FCH
604
Freestone Capital Holdings
Washington
$525K -$2.98K -30 -0.6%
VBCG
605
Valley Brook Capital Group
Pennsylvania
$518K -$9.93K -100 -2%
GEM
606
Global Endowment Management
North Carolina
$517K -$26.3K -265 -5%
GF
607
Gabelli Funds
New York
$516K -$79.4K -800 -13%
SOS
608
Silver Oak Securities
Tennessee
$513K +$15.6K +157 +3%
OL
609
Optas LLC
Texas
$513K +$9.93K +100 +2%
SFFS
610
Stonehage Fleming Financial Services
Jersey
$513K +$513K +6,170 New
SI
611
Stephens Inc
Arkansas
$508K -$47.9K -482 -9%
NAM
612
NorthCrest Asset Manangement
Minnesota
$504K -$24.7K -249 -5%
DT
613
Diversified Trust
Tennessee
$495K -$496 -5 -0.1%
VCA
614
Verdence Capital Advisors
Maryland
$492K +$3.97K +40 +0.8%
MPW
615
Monterey Private Wealth
California
$491K +$794 +8 +0.2%
AMIM
616
Aull & Monroe Investment Management
Alabama
$490K – – –
TWC
617
TD Waterhouse Canada
Ontario, Canada
$489K +$11.1K +112 +2%
NIMI
618
Natixis Investment Managers International
France
$488K -$292K -2,945 -37%
CT
619
Cambridge Trust
Massachusetts
$488K -$47.2K -475 -9%
UB
620
UMB Bank
Missouri
$486K -$23.9K -241 -5%
P
621
Pitcairn
Pennsylvania
$486K -$7.84K -79 -2%
TTWM
622
TCV Trust & Wealth Management
Virginia
$482K -$12.9K -130 -3%
CCA
623
Checchi Capital Advisers
California
$476K -$99 -1 -0%
WS
624
Wedbush Securities
California
$475K +$21.4K +215 +5%
EM
625
Excalibur Management
Massachusetts
$472K +$2.38K +24 +0.5%
23 24
25
26 27