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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 %
WFAG
826
Wescott Financial Advisory Group
Pennsylvania
$244K +$199 +2 +0.1%
MWM
827
Mission Wealth Management
California
$244K +$15.2K +153 +7%
LI
828
LMCG Investments
Massachusetts
$244K -$54.2K -546 -18%
BJL
829
Brighton Jones LLC
Washington
$244K -$16.3K -164 -6%
DFCM
830
Dark Forest Capital Management
Puerto Rico
$243K -$245K -2,464 -50%
FTC
831
Farmers Trust Company
Ohio
$243K – – –
GC
832
Gratus Capital
Georgia
$243K – – –
DWT
833
Dorsey & Whitney Trust
South Dakota
$243K +$7.94K +80 +3%
CTA
834
Colonial Trust Advisors
South Carolina
$243K +$2.09K +21 +0.9%
PFS
835
Prospera Financial Services
Texas
$242K -$20.8K -209 -8%
TW
836
TritonPoint Wealth
Maryland
$242K +$9.54K +113 +4%
CSS
837
Cubist Systematic Strategies
Connecticut
$241K -$1.87M -18,870 -89%
MNG
838
Manning & Napier Group
New York
$240K – – –
AA
839
Advisory Alpha
Michigan
$240K +$794 +8 +0.3%
MF
840
Montis Financial
Massachusetts
$239K -$6.45K -65 -3%
COCM
841
Charter Oak Capital Management
New Hampshire
$238K -$2.09K -21 -0.9%
CC
842
Callan Capital
California
$237K -$993 -10 -0.4%
Capstone Investment Advisors
843
Capstone Investment Advisors
New York
$237K +$237K +2,386 New
AO
844
Advisor OS
Illinois
$237K +$3.18K +32 +1%
AWM
845
Avior Wealth Management
Nebraska
$236K +$188K +1,894 +389%
CAG
846
Crestwood Advisors Group
Massachusetts
$236K +$13.5K +136 +6%
APWM
847
Atlas Private Wealth Management
New York
$235K +$496 +5 +0.2%
ADL
848
Asset Dedication LLC
California
$235K +$100 +1 +0%
GG
849
Greenwood Gearhart
Arkansas
$233K -$2.78K -28 -1%
SL
850
Sentry LLC
Tennessee
$232K – – –
32 33
34
35 36