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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 %
EWA
851
EverSource Wealth Advisors
Alabama
$232K -$5.93K -65 -2%
CPA
852
Capital Planning Advisors
California
$231K +$1.19K +12 +0.5%
OIA
853
Optimum Investment Advisors
Illinois
$231K – – –
ST
854
Sabal Trust
Florida
$229K – – –
BPWM
855
Badgley Phelps Wealth Managers
Washington
$228K -$64.5K -650 -22%
WTA
856
Washington Trust Advisors
Massachusetts
$228K -$44.7K -450 -16%
ATC
857
Adirondack Trust Company
New York
$227K – – –
NRD
858
Nebula Research & Development
New York
$225K -$639K -6,432 -74%
NGA
859
Naples Global Advisors
Florida
$225K – – –
AA
860
AJ Advisors
Tennessee
$224K +$794 +8 +0.4%
HIC
861
Hartline Investment Corp
Illinois
$224K +$224K +2,252 New
BCA
862
Bay Colony Advisors
Massachusetts
$224K +$224K +2,252 New
PWPS
863
Pinnacle Wealth Planning Services
Ohio
$220K -$10.2K -103 -4%
TWP
864
Tyche Wealth Partners
Texas
$219K -$4.96K -50 -2%
PA
865
Procyon Advisors
Connecticut
$217K +$217K +2,189 New
DDC
866
DF Dent & Co
Maryland
$217K -$7.55K -76 -3%
NSIM
867
North Star Investment Management
Illinois
$217K +$58.8K +592 +37%
MCM
868
Manchester Capital Management
Vermont
$215K +$397 +4 +0.2%
IFWM
869
Institute for Wealth Management
Colorado
$215K -$17.1K -172 -7%
LIM
870
Leavell Investment Management
Alabama
$214K +$214K +2,157 New
PBC
871
Pavion Blue Capital
California
$214K +$214K +2,151 New
FCI
872
Financial Counselors Inc
Kansas
$212K +$212K +2,131 New
CCM
873
Coldstream Capital Management
Washington
$211K +$211K +2,128 New
BSI
874
Bennett Selby Investments
Maine
$211K +$211K +2,124 New
IAN
875
Integrated Advisors Network
Texas
$211K +$211K +2,121 New
33 34
35
36 37