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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 %
WPW
651
Waldron Private Wealth
Pennsylvania
$410K +$289 +3 +0.1%
AIP
652
Ameritas Investment Partners
Nebraska
$410K -$22.2K -231 -5%
CI
653
Cigna Investments
Connecticut
$409K -$3.46K -36 -0.8%
FTWA
654
Fifth Third Wealth Advisors
Ohio
$408K +$408K +4,234 New
GL
655
Graypoint LLC
New York
$406K +$22.3K +232 +6%
BTW
656
Boston Trust Walden
Massachusetts
$404K – – –
AWM
657
Axxcess Wealth Management
California
$402K -$364K -3,781 -48%
QCG
658
Quadrant Capital Group
Ohio
$401K +$46K +478 +13%
LFG
659
Larson Financial Group
Missouri
$401K +$27.7K +288 +7%
BF
660
BOK Financial
Oklahoma
$401K -$25.3K -263 -6%
SCM
661
Schnieders Capital Management
California
$399K – – –
SWM
662
Shakespeare Wealth Management
Wisconsin
$399K – – –
FHA
663
First Horizon Advisors
Tennessee
$399K +$64.6K +671 +19%
KIA
664
Kraematon Investment Advisors
Massachusetts
$395K +$963 +10 +0.2%
CAS
665
CTC Alternative Strategies
Illinois
$394K +$394K +4,093 New
FG
666
Fiduciary Group
Georgia
$393K – – –
BCV
667
Banque Cantonale Vaudoise
Switzerland
$392K +$392K +4,077 New
HSA
668
HBK Sorce Advisory
Pennsylvania
$392K -$46.2K -480 -11%
GRP
669
Global Retirement Partners
California
$391K +$255K +2,652 +188%
ILI
670
Invesco LLC (Illinois)
Illinois
$386K – – –
KIA
671
Knollwood Investment Advisory
Maryland
$386K +$386K +4,008 New
BA
672
Bridgewater Associates
Connecticut
$384K +$384K +3,992 New
AP
673
Atwood & Palmer
Missouri
$383K -$4.81K -50 -1%
SW
674
SVB Wealth
Massachusetts
$382K -$47.4K -492 -11%
MG
675
Mather Group
Illinois
$377K +$176K +1,771 +87%
25 26
27
28 29