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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 %
FFA
701
Fortune Financial Advisors
Kansas
$343K +$4.24K +44 +1%
FIM
702
Fruth Investment Management
Texas
$342K – – –
ACIM
703
Azimuth Capital Investment Management
Michigan
$341K -$2.41K -25 -0.7%
WT
704
Washington Trust
Rhode Island
$341K – – –
AP
705
Americana Partners
Texas
$340K +$5.49K +57 +2%
SP
706
Symmetry Partners
Connecticut
$339K – – –
OAM
707
Ostrum Asset Management
France
$339K -$325K -3,377 -49%
NW
708
NewEdge Wealth
Pennsylvania
$339K -$13.6K -141 -4%
CCIA
709
Campbell & Co Investment Adviser
Maryland
$337K +$55.3K +574 +20%
PWMAG
710
Pinnacle Wealth Management Advisory Group
New Jersey
$336K +$6.55K +68 +2%
CCT
711
Chemung Canal Trust
New York
$335K -$32K -332 -9%
AA
712
Addison Advisors
Vermont
$333K +$4.04K +42 +1%
TBA
713
Tower Bridge Advisors
Pennsylvania
$333K – – –
FCP
714
Fidelis Capital Partners
Florida
$333K +$4.99K +54 +2%
ESB
715
Essex Savings Bank
Connecticut
$332K +$43.8K +455 +15%
RWM
716
Ritholtz Wealth Management
New York
$332K +$32.2K +335 +11%
RCA
717
Resonant Capital Advisors
Wisconsin
$330K +$14.4K +150 +5%
FAFN
718
First Affirmative Financial Network
Colorado
$329K -$14.7K -153 -4%
BFS
719
Bard Financial Services
Connecticut
$329K – – –
BWAM
720
Boyd Watterson Asset Management
Ohio
$329K -$1.16K -12 -0.4%
NAM
721
NTV Asset Management
West Virginia
$328K -$3.66K -38 -1%
BFA
722
Bragg Financial Advisors
North Carolina
$328K -$26.4K -274 -7%
PSP
723
Principal Street Partners
Tennessee
$327K +$31.1K +323 +11%
DLA
724
Douglas Lane & Associates
New York
$327K +$43.3K +450 +15%
FNB
725
Farmers National Bank
Kentucky
$327K – – –
27 28
29
30 31