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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 %
MCA
826
MSH Capital Advisors
Arizona
$235K -$16.8K -175 -7%
BCM
827
Brookstone Capital Management
Illinois
$234K -$21.7K -219 -8%
CAG
828
Crestwood Advisors Group
Massachusetts
$234K +$4.91K +51 +2%
CTA
829
Colonial Trust Advisors
South Carolina
$233K -$1.83K -19 -0.8%
MNA
830
Manning & Napier Advisors
New York
$233K +$233K +2,424 New
FCCM
831
First City Capital Management
Georgia
$231K -$28.9K -300 -11%
WI
832
WBI Investments
New Jersey
$228K -$796K -8,274 -78%
NIMI
833
Natixis Investment Managers International
France
$228K -$246K -2,555 -52%
GCM
834
Gladius Capital Management
Illinois
$228K +$228K +2,364 New
WANY
835
Wealthspire Advisors (New York)
New York
$225K -$197K -2,046 -47%
SL
836
Sentry LLC
Tennessee
$225K – – –
ADL
837
Asset Dedication LLC
California
$224K -$866 -9 -0.4%
OIA
838
Optimum Investment Advisors
Illinois
$224K – – –
MF
839
Montis Financial
Massachusetts
$223K -$8.38K -87 -4%
COCM
840
Charter Oak Capital Management
New Hampshire
$222K -$8.76K -91 -4%
CCM
841
Coldstream Capital Management
Washington
$222K +$17.3K +180 +8%
CI
842
Conning Inc
Connecticut
$222K +$24.1K +250 +12%
ST
843
Sabal Trust
Florida
$222K – – –
WTA
844
Washington Trust Advisors
Massachusetts
$221K – – –
ATC
845
Adirondack Trust Company
New York
$220K – – –
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$219K +$39.3K +408 +22%
ICP
847
Interchange Capital Partners
Pennsylvania
$218K +$218K +2,267 New
NGA
848
Naples Global Advisors
Florida
$218K – – –
CHA
849
Carmichael Hill & Associates
Maryland
$217K +$43.1K +448 +25%
MS
850
Maven Securities
Jersey
$216K +$216K +2,245 New
32 33
34
35 36