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Otis Worldwide
OTIS

Overview Fund Activity

1,216 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 416 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
416
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$690M
2
UBS Group
UBS Group
Switzerland
+$149M
3
CF
Canoe Financial
Alberta, Canada
+$83.7M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$67M
5
Northern Trust
Northern Trust
Illinois
+$46.4M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
-$180M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$164M
3
Boston Partners
Boston Partners
Massachusetts
-$116M
4
National Pension Service
National Pension Service
South Korea
-$56.5M
5
PI
PineBridge Investments
New York
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
801
Cyndeo Wealth Partners
Florida
$263K – – –
RWM
802
Ritholtz Wealth Management
New York
$263K -$1.2K -13 -0.5%
RWP
803
RWA Wealth Partners
Massachusetts
$263K +$1.67K +18 +0.6%
DLA
804
Douglas Lane & Associates
New York
$262K -$3.7K -40 -1%
SC
805
SouthState Corp
Florida
$260K – – –
PSP
806
Principal Street Partners
Tennessee
$260K -$54.5K -589 -17%
AA
807
Ancora Advisors
Ohio
$260K +$2.59K +28 +1%
JMFC
808
J.M. Forbes & Co
Massachusetts
$260K -$4.82K -52 -2%
RP
809
Riverwater Partners
Wisconsin
$259K -$9.08K -98 -3%
MPIA
810
Mountain Pacific Investment Advisers
Idaho
$258K – – –
SWM
811
SeaCrest Wealth Management
New York
$257K +$72.1K +778 +39%
MBT
812
Montecito Bank & Trust
California
$257K – – –
CAG
813
Crestwood Advisors Group
Massachusetts
$257K +$6.58K +71 +3%
HS
814
Horan Securities
United States
$256K +$93 +1 +0%
KOMWMG
815
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$256K – – –
ST
816
Sentinel Trust
Texas
$255K – – –
HCM
817
Howard Capital Management
Georgia
$254K +$12.9K +139 +5%
RC
818
Rovin Capital
Arizona
$251K -$10.8K -117 -4%
CCM
819
Coldstream Capital Management
Washington
$249K +$10.1K +109 +4%
CGL
820
Clarius Group LLC
Washington
$249K +$185 +2 +0.1%
ACIM
821
Azimuth Capital Investment Management
Michigan
$249K -$13.9K -150 -5%
CT
822
Colonial Trust
South Carolina
$248K -$8.61K -93 -3%
Members Trust
823
Members Trust
Florida
$246K -$8.06K -87 -3%
CC
824
Callan Capital
California
$245K -$11.8K -127 -5%
DCM
825
Donaldson Capital Management
Indiana
$245K -$52K -562 -18%
31 32
33
34 35