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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 %
FL
801
Fort LP
Maryland
$265K -$25.2K -254 -9%
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$265K -$2.02K -21 -0.8%
FNT
803
First National Trust
Pennsylvania
$264K -$7.15K -72 -3%
SC
804
Sapient Capital
Indiana
$264K -$794 -8 -0.3%
B
805
Bellecapital
Switzerland
$260K – – –
MCA
806
MSH Capital Advisors
Arizona
$260K -$4.37K -44 -2%
AIM
807
Anchor Investment Management
South Carolina
$260K – – –
LWANC
808
Laurel Wealth Advisors (North Carolina)
North Carolina
$257K – – –
BCM
809
Brookstone Capital Management
Illinois
$257K +$257K +2,587 New
LGF
810
LGT Group Foundation
Liechtenstein
$257K -$172K -1,731 -40%
FFM
811
Forum Financial Management
Illinois
$256K -$44.5K -448 -15%
LSAG
812
Lake Street Advisors Group
New Hampshire
$255K +$12.7K +128 +5%
CWP
813
Cyndeo Wealth Partners
Florida
$254K -$496 -5 -0.2%
EH
814
Equitable Holdings
New York
$253K -$26.5K -267 -9%
RCAG
815
Rehmann Capital Advisory Group
Michigan
$253K +$253K +2,550 New
HW
816
Hancock Whitney
Mississippi
$253K +$11K +111 +5%
PFGIA
817
Patriot Financial Group Insurance Agency
Massachusetts
$252K -$99 -1 -0%
FCMC
818
Founders Capital Management (Connecticut)
Connecticut
$251K +$7.45K +75 +3%
ACP
819
Aveo Capital Partners
Colorado
$251K +$1.47K +16 +0.6%
SFP
820
Sterling Financial Planning
New Jersey
$248K – – –
AWM
821
Aprio Wealth Management
Georgia
$248K +$248K +2,496 New
NIM
822
Northeast Investment Management
Massachusetts
$248K – – –
CCA
823
Cobblestone Capital Advisors
New York
$245K +$19.9K +200 +9%
HCM
824
Howland Capital Management
Massachusetts
$245K -$6.65K -67 -3%
GLA
825
Great Lakes Advisors
Illinois
$244K -$2.68K -27 -1%
31 32
33
34 35