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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 %
GPI
751
General Partner Inc
Pennsylvania
$292K +$2.79K +29 +1%
CF
752
Centaurus Financial
California
$291K -$3.08K -32 -1%
CC
753
Courier Capital
New York
$290K – – –
FCG
754
Fielder Capital Group
Tennessee
$289K +$1.64K +17 +0.6%
BL
755
Bleichroeder LP
New York
$289K – – –
SFM
756
Systematic Financial Management
New Jersey
$289K – – –
SLT
757
St Louis Trust
Missouri
$289K – – –
KIA
758
KCM Investment Advisors
California
$288K -$22.3K -232 -7%
JF
759
Jump Financial
Illinois
$288K -$8.25M -85,727 -97%
SAM
760
S.A. Mason
Michigan
$288K – – –
ASN
761
Advisory Services Network
Georgia
$287K -$20.3K -211 -7%
AWM
762
Aprio Wealth Management
Georgia
$287K +$46.4K +482 +19%
Members Trust
763
Members Trust
Florida
$285K – – –
AWM
764
AE Wealth Management
Kansas
$284K +$284K +2,948 New
RP
765
Riverwater Partners
Wisconsin
$284K -$4.72K -49 -2%
NECFA
766
New England Capital Financial Advisors
Connecticut
$283K +$770 +8 +0.3%
HH
767
Hilltop Holdings
Texas
$283K -$7.41K -77 -3%
LCM
768
LCM Capital Management
Illinois
$283K -$1.25K -13 -0.4%
VAS
769
Vestmark Advisory Solutions
Massachusetts
$282K -$4.91K -51 -2%
EFSCE
770
Enterprise Financial Services Corp (EFSC)
Missouri
$282K -$17.4K -181 -6%
LBC
771
Lowe Brockenbrough & Co
Virginia
$281K -$19.3K -200 -6%
DJSG
772
D.J. St. Germain
Massachusetts
$281K -$10.3K -107 -4%
SWMP
773
Signature Wealth Management Partners
New Jersey
$280K – – –
QC
774
Quadrature Capital
United Kingdom
$279K -$3.58M -37,172 -93%
SC
775
SouthState Corp
Florida
$278K -$2.41K -25 -0.9%
29 30
31
32 33