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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 %
CCA
826
Cobblestone Capital Advisors
New York
$243K -$4.08K -44 -2%
ACP
827
Aveo Capital Partners
Colorado
$243K -$3.61K -39 -1%
SC
828
Sapient Capital
Indiana
$241K +$3.24K +35 +1%
EH
829
Equitable Holdings
New York
$241K -$8.61K -93 -3%
GIA
830
GHP Investment Advisors
Colorado
$241K -$13.5K -146 -5%
AIM
831
Avity Investment Management
Connecticut
$239K – – –
PPWP
832
Premier Path Wealth Partners
New Jersey
$239K -$4.82K -52 -2%
SCM
833
Shelton Capital Management
Colorado
$237K – – –
CWM
834
Congress Wealth Management
Massachusetts
$236K +$236K +2,545 New
FCMC
835
Founders Capital Management (Connecticut)
Connecticut
$235K – – –
KIA
836
KCM Investment Advisors
California
$234K -$33.2K -359 -12%
LWANC
837
Laurel Wealth Advisors (North Carolina)
North Carolina
$234K -$2.32K -25 -1%
AFP
838
Ausdal Financial Partners
Iowa
$234K +$234K +2,526 New
SCA
839
Stonebridge Capital Advisors
Minnesota
$234K -$59.4K -641 -20%
COCM
840
Charter Oak Capital Management
New Hampshire
$234K -$185 -2 -0.1%
CFO
841
Custos Family Office
Texas
$233K +$233K +2,515 New
SFP
842
Sterling Financial Planning
New Jersey
$233K +$1.2K +13 +0.5%
GCM
843
GKV Capital Management
California
$232K +$232K +2,500 New
ST
844
Spinnaker Trust
Maine
$231K +$9.26K +100 +4%
SC
845
Syon Capital
California
$231K +$231K +2,489 New
FNT
846
First National Trust
Pennsylvania
$230K -$10.6K -114 -4%
LIM
847
Leavell Investment Management
Alabama
$230K +$30.3K +327 +15%
WANY
848
Wealthspire Advisors (New York)
New York
$228K +$17.6K +190 +8%
MNA
849
Manning & Napier Advisors
New York
$228K +$3.7K +40 +2%
Acadian Asset Management
850
Acadian Asset Management
Massachusetts
$228K -$261K -2,831 -53%
32 33
34
35 36