OTIS icon

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 %
B
801
Bellecapital
Switzerland
$253K – – –
FNT
802
First National Trust
Pennsylvania
$252K -$3.27K -34 -1%
DTL
803
Dynamic Technology Lab
Singapore
$252K -$1.31M -13,607 -84%
HW
804
Hancock Whitney
Mississippi
$252K +$6.55K +68 +3%
FCMC
805
Founders Capital Management (Connecticut)
Connecticut
$251K +$8.38K +87 +3%
GC
806
Gratus Capital
Georgia
$251K +$15.5K +161 +7%
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$5.97K +62 +2%
SC
808
Sapient Capital
Indiana
$250K -$5.68K -59 -2%
BJL
809
Brighton Jones LLC
Washington
$248K +$11.9K +124 +5%
FFM
810
Forum Financial Management
Illinois
$248K +$193 +2 +0.1%
AO
811
Advisor OS
Illinois
$246K +$16.8K +175 +7%
LWANC
812
Laurel Wealth Advisors (North Carolina)
North Carolina
$246K -$3.56K -37 -1%
CWP
813
Cyndeo Wealth Partners
Florida
$245K -$1.83K -19 -0.7%
SIG
814
Sky Investment Group
Connecticut
$244K -$25K -260 -9%
AIM
815
Anchor Investment Management
South Carolina
$242K -$9.63K -100 -4%
SFP
816
Sterling Financial Planning
New Jersey
$241K – – –
NIM
817
Northeast Investment Management
Massachusetts
$240K – – –
EH
818
Equitable Holdings
New York
$239K -$6.74K -70 -3%
CCA
819
Cobblestone Capital Advisors
New York
$238K – – –
CC
820
Callan Capital
California
$238K +$7.7K +80 +3%
HCM
821
Howland Capital Management
Massachusetts
$238K – – –
DWT
822
Dorsey & Whitney Trust
South Dakota
$236K +$963 +10 +0.4%
LI
823
LMCG Investments
Massachusetts
$236K -$289 -3 -0.1%
FTC
824
Farmers Trust Company
Ohio
$236K – – –
EWA
825
EverSource Wealth Advisors
Alabama
$235K -$4.72K -50 -2%
31 32
33
34 35