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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 %
CW
776
CreativeOne Wealth
Kansas
$288K +$288K +2,904 New
Bank Julius Baer & Co
777
Bank Julius Baer & Co
Switzerland
$287K -$37.1K -374 -11%
AIM
778
Avity Investment Management
Connecticut
$286K – – –
FFS
779
Founders Financial Securities
Maryland
$286K – – –
CG
780
Caprock Group
Idaho
$286K -$180K -1,809 -39%
JMFC
781
J.M. Forbes & Co
Massachusetts
$284K -$12.1K -122 -4%
ZIC
782
ZWJ Investment Counsel
Georgia
$283K +$283K +2,854 New
AA
783
Ancora Advisors
Ohio
$282K +$99 +1 +0%
MMPW
784
Mitchell McLeod Pugh & Williams
Alabama
$279K -$4.37K -44 -2%
CGL
785
Clarius Group LLC
Washington
$278K -$31.4K -316 -10%
SIG
786
Sky Investment Group
Connecticut
$277K -$14.9K -150 -5%
ST
787
Spinnaker Trust
Maine
$275K -$23.8K -240 -8%
KOMWMG
788
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K – – –
CT
789
Colonial Trust
South Carolina
$274K -$14.1K -142 -5%
GVAG
790
Great Valley Advisor Group
Delaware
$273K -$43K -434 -14%
ST
791
Sentinel Trust
Texas
$273K – – –
ICG
792
InterOcean Capital Group
Tennessee
$271K -$1.59K -16 -0.6%
ESB
793
Essex Savings Bank
Connecticut
$268K – – –
FCCM
794
First City Capital Management
Georgia
$268K -$136K -1,375 -34%
PPWP
795
Premier Path Wealth Partners
New Jersey
$268K +$3.87K +39 +1%
GI
796
GAMMA Investing
California
$268K +$62.4K +629 +30%
CPA
797
Court Place Advisors
Maryland
$267K -$18.4K -185 -6%
SCM
798
Shelton Capital Management
Colorado
$267K -$9.93K -100 -4%
CT
799
Chicago Trust
Illinois
$266K +$2.48K +25 +0.9%
9WM
800
9258 Wealth Management
Ohio
$266K – – –
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32
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