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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 %
KA
676
Kintegral Advisory
New York
$375K +$24.9K +259 +7%
DA
677
Dover Advisors
Virginia
$372K -$38K -395 -9%
RIL
678
Rothschild Investment LLC
Illinois
$371K -$7.41K -77 -2%
SVWAG
679
Sound View Wealth Advisors Group
Georgia
$371K +$7.32K +76 +2%
PP
680
Patten & Patten
Tennessee
$370K – – –
GFS
681
GYL Financial Synergies
Connecticut
$369K +$1.54K +16 +0.4%
CHC
682
City Holding Co
West Virginia
$368K +$15.3K +159 +4%
Verition Fund Management
683
Verition Fund Management
Connecticut
$368K -$681K -7,072 -65%
RSWA
684
Robinson Smith Wealth Advisors
Maine
$363K – – –
FWTB
685
First Western Trust Bank
Colorado
$363K -$12K -125 -3%
AWM
686
Aberdeen Wealth Management
Illinois
$358K -$24.1K -250 -6%
GI
687
GAMCO Investors
Connecticut
$358K -$2.5K -26 -0.7%
FM
688
Foster & Motley
Ohio
$357K -$6.26K -65 -2%
CI
689
CX Institutional
Indiana
$356K -$2.31K -24 -0.6%
IF
690
Intrua Financial
Texas
$356K -$28.2K -293 -7%
QEI
691
QSV Equity Investors
Illinois
$356K -$6.93K -72 -2%
MIS
692
Morningstar Investment Services
Illinois
$348K +$35.2K +367 +11%
CIA
693
Concurrent Investment Advisors
Florida
$348K +$348K +3,614 New
ONB
694
Old National Bancorp
Indiana
$347K +$42K +436 +14%
FCBT
695
First Citizens Bank & Trust
North Carolina
$347K -$2.89K -30 -0.8%
BIA
696
Bell Investment Advisors
California
$346K +$4.33K +45 +1%
NB
697
Northwest Bancshares
Pennsylvania
$345K – – –
ACA
698
Aptus Capital Advisors
Alabama
$344K +$25.9K +269 +8%
GWM
699
GSB Wealth Management
Connecticut
$344K -$1.25K -13 -0.4%
LWCFA
700
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$343K +$69.7K +700 +25%
26 27
28
29 30