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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 %
AIM
776
Avity Investment Management
Connecticut
$277K – – –
FFS
777
Founders Financial Securities
Maryland
$276K -$1.16K -12 -0.4%
GIA
778
GHP Investment Advisors
Colorado
$275K -$65K -675 -19%
JMFC
779
J.M. Forbes & Co
Massachusetts
$275K – – –
TW
780
TritonPoint Wealth
Maryland
$275K -$1.35K -14 -0.5%
AA
781
Ancora Advisors
Ohio
$274K – – –
MMPW
782
Mitchell McLeod Pugh & Williams
Alabama
$270K – – –
MPIA
783
Mountain Pacific Investment Advisers
Idaho
$269K -$15.4K -160 -5%
CGL
784
Clarius Group LLC
Washington
$268K -$1.35K -14 -0.5%
Bank Julius Baer & Co
785
Bank Julius Baer & Co
Switzerland
$268K -$41.9K -391 -14%
ST
786
Spinnaker Trust
Maine
$267K – – –
KOMWMG
787
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$266K – – –
HS
788
Horan Securities
United States
$266K +$266K +2,763 New
CT
789
Colonial Trust
South Carolina
$266K – – –
ST
790
Sentinel Trust
Texas
$265K – – –
RCAG
791
Rehmann Capital Advisory Group
Michigan
$264K +$18.8K +195 +8%
PPWP
792
Premier Path Wealth Partners
New Jersey
$262K +$2.41K +25 +0.9%
CPA
793
Court Place Advisors
Maryland
$261K +$2.31K +24 +0.9%
FL
794
Fort LP
Maryland
$261K +$4.24K +44 +2%
GVAG
795
Great Valley Advisor Group
Delaware
$258K -$7.03K -73 -3%
9WM
796
9258 Wealth Management
Ohio
$258K – – –
SCM
797
Shelton Capital Management
Colorado
$257K -$963 -10 -0.4%
ACP
798
Aveo Capital Partners
Colorado
$256K -$5.97K -62 -2%
PFS
799
Prospera Financial Services
Texas
$256K +$20.4K +212 +9%
SYBT
800
Stock Yards Bank & Trust
Kentucky
$254K -$36.4K -378 -13%
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32
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