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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 %
AP
676
Atwood & Palmer
Missouri
$400K – – –
ILI
677
Invesco LLC (Illinois)
Illinois
$398K -$6.06K -61 -1%
IF
678
Intrua Financial
Texas
$396K +$24.7K +249 +7%
GL
679
Graypoint LLC
New York
$396K -$2.28K -23 -0.6%
SPC
680
Sigma Planning Corp
Michigan
$395K +$91.4K +921 +30%
FLPIM
681
F.L. Putnam Investment Management
Massachusetts
$395K +$2.68K +27 +0.7%
AWM
682
Aberdeen Wealth Management
Illinois
$394K – – –
RIL
683
Rothschild Investment LLC
Illinois
$390K +$5.96K +60 +2%
FWTB
684
First Western Trust Bank
Colorado
$387K -$3.67K -37 -0.9%
LFG
685
Larson Financial Group
Missouri
$385K +$211K +2,124 +121%
PP
686
Patten & Patten
Tennessee
$381K – – –
DAS
687
Dynamic Advisor Solutions
Arizona
$380K +$16.9K +170 +5%
CCT
688
Chemung Canal Trust
New York
$379K +$3.28K +33 +0.9%
GFS
689
GYL Financial Synergies
Connecticut
$378K -$1.29K -13 -0.3%
BAM
690
Blueshift Asset Management
New Jersey
$376K +$376K +3,784 New
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$375K -$21.3K -215 -5%
RSWA
692
Robinson Smith Wealth Advisors
Maine
$375K – – –
FM
693
Foster & Motley
Ohio
$374K – – –
QEI
694
QSV Equity Investors
Illinois
$374K +$374K +3,767 New
GI
695
GAMCO Investors
Connecticut
$372K -$9.93K -100 -3%
CI
696
CX Institutional
Indiana
$370K -$4.07K -41 -1%
FAG
697
Financial Advisory Group
Texas
$368K – – –
QCG
698
Quadrant Capital Group
Ohio
$366K -$1.99K -20 -0.5%
BFA
699
Bragg Financial Advisors
North Carolina
$366K – – –
CHC
700
City Holding Co
West Virginia
$364K -$36.2K -365 -9%
26 27
28
29 30