OTIS icon

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 %
KA
701
Kintegral Advisory
New York
$361K -$1.09K -11 -0.3%
FCBT
702
First Citizens Bank & Trust
North Carolina
$360K +$127K +1,275 +54%
GWM
703
GSB Wealth Management
Connecticut
$356K +$33.1K +333 +10%
NB
704
Northwest Bancshares
Pennsylvania
$355K – – –
FAFN
705
First Affirmative Financial Network
Colorado
$355K -$12.1K -122 -3%
ACIM
706
Azimuth Capital Investment Management
Michigan
$354K -$19.9K -200 -5%
BIA
707
Bell Investment Advisors
California
$352K – – –
FIM
708
Fruth Investment Management
Texas
$352K – – –
FCP
709
Fidelis Capital Partners
Florida
$352K +$20K +201 +6%
WT
710
Washington Trust
Rhode Island
$351K -$5.76K -58 -2%
FFA
711
First Foundation Advisors
California
$351K +$4.07K +41 +1%
GIA
712
GHP Investment Advisors
Colorado
$351K -$30.3K -305 -8%
SP
713
Symmetry Partners
Connecticut
$350K – – –
FFA
714
Fortune Financial Advisors
Kansas
$350K +$1.49K +15 +0.4%
AP
715
Americana Partners
Texas
$345K – – –
FHA
716
First Horizon Advisors
Tennessee
$344K +$27.6K +278 +9%
TBA
717
Tower Bridge Advisors
Pennsylvania
$343K -$149K -1,500 -30%
NAM
718
NTV Asset Management
West Virginia
$342K +$6.16K +62 +2%
AG
719
AlTi Global
New York
$342K +$342K +3,444 New
BWAM
720
Boyd Watterson Asset Management
Ohio
$340K +$17.1K +172 +5%
PWMAG
721
Pinnacle Wealth Management Advisory Group
New Jersey
$340K +$4.77K +48 +1%
AA
722
Addison Advisors
Vermont
$340K -$5.26K -53 -2%
BFS
723
Bard Financial Services
Connecticut
$340K – – –
CCB
724
Country Club Bank
Missouri
$339K -$25.3K -255 -7%
PI
725
PFG Investments
New York
$338K +$338K +3,404 New
27 28
29
30 31