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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 %
CFM
601
Catalyst Funds Management
Australia
$501K +$366K +3,800 +271%
TWC
602
TD Waterhouse Canada
Ontario, Canada
$498K +$30.5K +321 +7%
SOS
603
Silver Oak Securities
Tennessee
$498K – – –
MA
604
Mutual Advisors
Nebraska
$496K +$2.33K +25 +0.5%
FWCM
605
Ferguson Wellman Capital Management
Oregon
$495K -$781K -8,117 -61%
UB
606
UMB Bank
Missouri
$490K +$18.9K +196 +4%
PCIA
607
Prime Capital Investment Advisors
Kansas
$487K +$29.7K +309 +7%
SI
608
Stephens Inc
Arkansas
$486K -$6.45K -67 -1%
Walleye Capital
609
Walleye Capital
New York
$481K -$777K -8,070 -62%
MC
610
Moors & Cabot
Massachusetts
$479K +$34.4K +357 +8%
DT
611
Diversified Trust
Tennessee
$476K -$4.14K -43 -0.9%
MPW
612
Monterey Private Wealth
California
$476K – – –
NAM
613
NorthCrest Asset Manangement
Minnesota
$475K -$13.5K -140 -3%
AMIM
614
Aull & Monroe Investment Management
Alabama
$474K -$1.25K -13 -0.3%
CCA
615
Checchi Capital Advisers
California
$470K +$8.09K +84 +2%
HL
616
HeadInvest LLC
Maine
$470K -$45.7K -475 -9%
TC
617
TownSquare Capital
Utah
$468K +$27.1K +282 +6%
ZB
618
Zions Bancorporation
Utah
$468K -$315K -3,269 -40%
BHWM
619
Bar Harbor Wealth Management
New Hampshire
$466K +$15.2K +158 +3%
BB
620
Busey Bank
Illinois
$459K +$22.9K +238 +5%
TTWM
621
TCV Trust & Wealth Management
Virginia
$457K -$10.2K -106 -2%
FFM
622
Fullerton Fund Management
Singapore
$457K +$457K +4,748 New
VFA
623
Valeo Financial Advisors
Indiana
$455K -$9.14K -95 -2%
EM
624
Excalibur Management
Massachusetts
$455K -$2.79K -29 -0.6%
VCA
625
Verdence Capital Advisors
Maryland
$454K -$23.7K -246 -5%
23 24
25
26 27