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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 %
FNB
726
Farmers National Bank
Kentucky
$337K – – –
NW
727
NewEdge Wealth
Pennsylvania
$336K -$12.9K -141 -4%
TCM
728
Telos Capital Management
California
$336K -$35K -353 -9%
OTL
729
Oak Thistle LLC
New York
$336K -$1.53M -15,413 -82%
SCA
730
Stonebridge Capital Advisors
Minnesota
$332K +$332K +3,343 New
DWM
731
Defined Wealth Management
Oregon
$331K – – –
MP
732
McDonald Partners
Ohio
$330K -$13.9K -140 -4%
FHA
733
Flagship Harbor Advisors
Massachusetts
$329K -$14.1K -142 -4%
ACA
734
Aptus Capital Advisors
Alabama
$328K +$55.9K +563 +21%
RCA
735
Resonant Capital Advisors
Wisconsin
$325K +$6.25K +63 +2%
MIS
736
Morningstar Investment Services
Illinois
$325K +$325K +3,259 New
TH
737
TCTC Holdings
Texas
$323K -$24.8K -250 -7%
Nomura Holdings
738
Nomura Holdings
Japan
$321K -$4.75M -47,829 -94%
DCM
739
Donaldson Capital Management
Indiana
$320K -$7.15K -72 -2%
KIA
740
KCM Investment Advisors
California
$320K -$6.35K -64 -2%
BWP
741
BSW Wealth Partners
Colorado
$318K +$88.9K +896 +39%
ASN
742
Advisory Services Network
Georgia
$317K +$16.9K +170 +6%
ONB
743
Old National Bancorp
Indiana
$315K -$173K -1,739 -35%
IFAM
744
Institutional & Family Asset Management
Colorado
$314K – – –
TIA
745
Tiemann Investment Advisors
California
$311K +$3.47K +35 +1%
LBC
746
Lowe Brockenbrough & Co
Virginia
$310K +$310K +3,124 New
RAM
747
Ramirez Asset Management
New York
$310K – – –
EFSCE
748
Enterprise Financial Services Corp (EFSC)
Missouri
$309K -$33.3K -335 -10%
RWM
749
Ritholtz Wealth Management
New York
$309K +$40.6K +409 +15%
CF
750
Centaurus Financial
California
$303K -$29.7K -299 -9%
28 29
30
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