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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 %
KFS
751
Keynote Financial Services
Connecticut
$303K +$303K +3,050 New
JLBC
752
J.L. Bainbridge & Co
Florida
$301K -$2.38K -24 -0.8%
DJSG
753
D.J. St. Germain
Massachusetts
$301K -$1.99K -20 -0.7%
HH
754
Hilltop Holdings
Texas
$300K +$15.6K +157 +5%
SYBT
755
Stock Yards Bank & Trust
Kentucky
$299K -$3.18K -32 -1%
CC
756
Courier Capital
New York
$299K -$71.9K -724 -19%
PSP
757
Principal Street Partners
Tennessee
$298K +$44.2K +455 +17%
SLT
758
St Louis Trust
Missouri
$298K -$27.5K -277 -8%
SFM
759
Systematic Financial Management
New Jersey
$298K – – –
BL
760
Bleichroeder LP
New York
$298K – – –
GPI
761
General Partner Inc
Pennsylvania
$298K – – –
Connor, Clark & Lunn Investment Management (CC&L)
762
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$298K +$298K +3,000 New
RP
763
Riverwater Partners
Wisconsin
$297K -$3.28K -33 -1%
SAM
764
S.A. Mason
Michigan
$297K +$99 +1 +0%
FCG
765
Fielder Capital Group
Tennessee
$297K +$2.88K +29 +1%
VAS
766
Vestmark Advisory Solutions
Massachusetts
$296K -$4.37K -44 -1%
Members Trust
767
Members Trust
Florida
$293K -$47.4K -477 -14%
MPIA
768
Mountain Pacific Investment Advisers
Idaho
$293K -$20.9K -211 -7%
LCM
769
LCM Capital Management
Illinois
$293K -$298 -3 -0.1%
DLA
770
Douglas Lane & Associates
New York
$292K -$23.7K -239 -8%
NECFA
771
New England Capital Financial Advisors
Connecticut
$292K +$695 +7 +0.2%
CCIA
772
Campbell & Co Investment Adviser
Maryland
$291K -$195K -1,965 -40%
WB
773
Webster Bank
Connecticut
$290K -$17.3K -174 -6%
SWMP
774
Signature Wealth Management Partners
New Jersey
$289K – – –
SC
775
SouthState Corp
Florida
$289K -$33.1K -333 -10%
29 30
31
32 33