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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 %
CPA
851
Capital Planning Advisors
California
$216K -$8.18K -85 -4%
PWPS
852
Pinnacle Wealth Planning Services
Ohio
$214K -$96 -1 -0%
FPAS
853
Focus Partners Advisor Solutions
Missouri
$213K +$17.1K +178 +9%
TWP
854
Tyche Wealth Partners
Texas
$212K – – –
CT
855
Chicago Trust
Illinois
$212K -$46.2K -480 -18%
IAA
856
Independent Advisor Alliance
North Carolina
$212K +$212K +2,198 New
PA
857
Procyon Advisors
Connecticut
$210K -$1.06K -11 -0.5%
TSS
858
Two Sigma Securities
New York
$209K +$209K +2,174 New
NAS
859
Nicolet Advisory Services
Wisconsin
$208K +$3.68K +38 +2%
LIM
860
Leavell Investment Management
Alabama
$208K – – –
GG
861
Greenwood Gearhart
Arkansas
$208K -$18.3K -190 -8%
MCM
862
Manchester Capital Management
Vermont
$207K -$1.25K -13 -0.6%
SWM
863
SeaCrest Wealth Management
New York
$207K +$5.39K +56 +3%
PBC
864
Pavion Blue Capital
California
$207K – – –
IAN
865
Integrated Advisors Network
Texas
$207K +$2.7K +28 +1%
P
866
&Partners
Tennessee
$207K +$207K +2,149 New
HTC
867
Haverford Trust Company
Pennsylvania
$207K +$6.93K +72 +3%
LSAG
868
Lake Street Advisors Group
New Hampshire
$207K -$40.3K -419 -16%
BSI
869
Bennett Selby Investments
Maine
$205K +$193 +2 +0.1%
IFWM
870
Institute for Wealth Management
Colorado
$204K -$4.14K -43 -2%
WSC
871
Wellington Shields & Co
New York
$204K +$1.25K +13 +0.6%
CCA
872
Childress Capital Advisors
Texas
$204K +$9.24K +96 +5%
AC
873
Avestar Capital
New York
$203K +$203K +2,114 New
SPC
874
Sigma Planning Corp
Michigan
$203K -$180K -1,873 -47%
RMCM
875
Reynders McVeigh Capital Management
Massachusetts
$203K +$192 +2 +0.1%
33 34
35
36 37