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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 %
WSFS
726
Wilmington Savings Fund Society
Delaware
$322K -$105K -1,092 -25%
DWM
727
Defined Wealth Management
Oregon
$322K +$578 +6 +0.2%
DAS
728
Dynamic Advisor Solutions
Arizona
$320K -$47.8K -497 -13%
MP
729
McDonald Partners
Ohio
$320K -$96 -1 -0%
CCB
730
Country Club Bank
Missouri
$319K -$8.93K -93 -3%
FLPIM
731
F.L. Putnam Investment Management
Massachusetts
$316K -$66.1K -687 -17%
PI
732
PFG Investments
New York
$315K -$12.2K -127 -4%
TIA
733
Tiemann Investment Advisors
California
$314K +$12K +125 +4%
TH
734
TCTC Holdings
Texas
$313K -$385 -4 -0.1%
DM
735
Deerfield Management
New York
$313K +$313K +3,248 New
AG
736
AlTi Global
New York
$311K -$20.7K -215 -6%
DCM
737
Donaldson Capital Management
Indiana
$311K – – –
TPI
738
Trust Point Inc
Wisconsin
$309K -$90.9K -944 -23%
MWM
739
Mission Wealth Management
California
$308K +$71.6K +744 +30%
TCM
740
Telos Capital Management
California
$308K -$18.1K -188 -6%
SCA
741
Stonebridge Capital Advisors
Minnesota
$305K -$17K -177 -5%
IFAM
742
Institutional & Family Asset Management
Colorado
$304K – – –
Jones Financial Companies
743
Jones Financial Companies
Missouri
$303K +$212K +2,204 +234%
HWMO
744
Heritage Wealth Management (Ohio)
Ohio
$302K +$302K +3,117 New
RAM
745
Ramirez Asset Management
New York
$300K – – –
MWM
746
Meridian Wealth Management
Kentucky
$299K +$299K +3,104 New
BWP
747
BSW Wealth Partners
Colorado
$295K -$12.6K -131 -4%
FFA
748
First Foundation Advisors
California
$294K -$45.9K -477 -13%
KFS
749
Keynote Financial Services
Connecticut
$294K – – –
JLBC
750
J.L. Bainbridge & Co
Florida
$293K +$1.16K +12 +0.4%
28 29
30
31 32