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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 %
MNBTD
626
Moody National Bank Trust Division
Texas
$472K +$1.99K +20 +0.4%
CIA
627
Choate Investment Advisors
Massachusetts
$471K -$92.7K -934 -16%
PCIA
628
Prime Capital Investment Advisors
Kansas
$471K +$22.5K +227 +5%
S
629
SignatureFD
Georgia
$469K +$1.09K +11 +0.2%
IFU
630
iSAM Funds (UK)
United Kingdom
$468K -$936K -9,433 -67%
BHWM
631
Bar Harbor Wealth Management
New Hampshire
$465K -$29.8K -300 -6%
SFG
632
Sovereign Financial Group
Connecticut
$464K +$1.19K +12 +0.3%
MC
633
Moors & Cabot
Massachusetts
$458K -$106K -1,070 -19%
SJL
634
Shayne & Jacobs LLC
Tennessee
$457K – – –
TC
635
TownSquare Capital
Utah
$455K +$30K +302 +7%
CWP
636
Core Wealth Partners
California
$454K – – –
GA
637
Geller Advisors
New York
$453K +$16.2K +163 +4%
PFP
638
Pinnacle Financial Partners
Tennessee
$452K +$193K +1,943 +74%
HSA
639
HBK Sorce Advisory
Pennsylvania
$452K +$79K +796 +21%
BMO
640
Beck Mack & Oliver
New York
$451K – – –
VFA
641
Valeo Financial Advisors
Indiana
$451K -$4.95K -53 -1%
1SB
642
1ST Source Bank
Indiana
$450K – – –
BB
643
Busey Bank
Illinois
$449K -$33.2K -334 -7%
A
644
AustralianSuper
Australia
$449K – – –
AIP
645
Ameritas Investment Partners
Nebraska
$445K -$16.1K -162 -3%
EWA
646
EP Wealth Advisors
California
$444K +$4.96K +50 +1%
AF
647
Allworth Financial
California
$443K +$45K +453 +11%
SW
648
SVB Wealth
Massachusetts
$442K -$28K -282 -6%
RCM
649
Radnor Capital Management
Pennsylvania
$441K +$201K +2,024 +84%
EWA
650
Exencial Wealth Advisors
Oklahoma
$441K -$2.09K -21 -0.5%
24 25
26
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