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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 %
CIA
626
Choate Investment Advisors
Massachusetts
$453K -$3.66K -38 -0.8%
Two Sigma Advisers
627
Two Sigma Advisers
New York
$452K +$452K +4,700 New
SFG
628
Sovereign Financial Group
Connecticut
$451K +$1.25K +13 +0.3%
GA
629
Geller Advisors
New York
$451K +$11.6K +120 +3%
MNBTD
630
Moody National Bank Trust Division
Texas
$450K -$6.83K -71 -1%
EHC
631
Everett Harris & Co
California
$449K +$43.1K +448 +11%
SJL
632
Shayne & Jacobs LLC
Tennessee
$443K – – –
SFI
633
Siemens Fonds Invest
Germany
$443K +$25.9K +269 +6%
PFP
634
Pinnacle Financial Partners
Tennessee
$441K +$1.54K +16 +0.4%
CWP
635
Core Wealth Partners
California
$440K – – –
WS
636
Wedbush Securities
California
$438K -$21.9K -228 -5%
RCM
637
Radnor Capital Management
Pennsylvania
$438K +$10.1K +105 +2%
BMO
638
Beck Mack & Oliver
New York
$438K – – –
1SB
639
1ST Source Bank
Indiana
$437K +$1.25K +13 +0.3%
IWM
640
IHT Wealth Management
Illinois
$436K +$43.5K +452 +11%
M
641
Mirova
France
$434K +$434K +4,505 New
GF
642
Gabelli Funds
New York
$433K -$67.4K -700 -13%
AF
643
Allworth Financial
California
$433K -$2.64K -27 -0.6%
EWA
644
Exencial Wealth Advisors
Oklahoma
$427K -$481 -5 -0.1%
FC
645
Forte Capital
New York
$426K – – –
PCM
646
Pointe Capital Management
Michigan
$416K – – –
WBC
647
Westpac Banking Corp
Australia
$414K – – –
SACTSONJ
648
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$414K – – –
DMC
649
Drexel Morgan & Co
Pennsylvania
$413K – – –
TAM
650
Tucker Asset Management
Colorado
$411K +$8.38K +87 +2%
24 25
26
27 28