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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 %
WSFS
651
Wilmington Savings Fund Society
Delaware
$441K +$441K +4,442 New
PP
652
Paloma Partners
Connecticut
$441K -$135K -1,359 -23%
FC
653
Forte Capital
New York
$440K -$109K -1,100 -20%
BF
654
BOK Financial
Oklahoma
$436K +$690 +7 +0.2%
WANY
655
Wealthspire Advisors (New York)
New York
$436K -$1.39K -14 -0.3%
SFI
656
Siemens Fonds Invest
Germany
$430K -$24.3K -245 -5%
PCM
657
Pointe Capital Management
Michigan
$429K – – –
WBC
658
Westpac Banking Corp
Australia
$427K -$5.66K -57 -1%
SACTSONJ
659
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$427K – – –
DMC
660
Drexel Morgan & Co
Pennsylvania
$426K – – –
CI
661
Cigna Investments
Connecticut
$425K – – –
DA
662
Dover Advisors
Virginia
$423K +$34.7K +350 +9%
WPW
663
Waldron Private Wealth
Pennsylvania
$423K +$3.97K +40 +0.9%
EHC
664
Everett Harris & Co
California
$419K – – –
BTW
665
Boston Trust Walden
Massachusetts
$417K – – –
TAM
666
Tucker Asset Management
Colorado
$415K – – –
TPI
667
Trust Point Inc
Wisconsin
$413K -$96.2K -969 -19%
SCM
668
Schnieders Capital Management
California
$411K – – –
SWM
669
Shakespeare Wealth Management
Wisconsin
$411K – – –
CA
670
Clearstead Advisors
Ohio
$408K -$28.4K -294 -7%
KIA
671
Kraematon Investment Advisors
Massachusetts
$406K -$14.8K -149 -4%
FG
672
Fiduciary Group
Georgia
$406K +$12.4K +125 +3%
IWM
673
IHT Wealth Management
Illinois
$405K +$1.49K +15 +0.4%
AIM
674
Aigen Investment Management
New York
$404K +$404K +4,067 New
BFM
675
Boothbay Fund Management
New York
$404K -$204K -2,053 -34%
25 26
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