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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 %
RMCM
876
Reynders McVeigh Capital Management
Massachusetts
$210K -$26K -261 -11%
NAS
877
Nicolet Advisory Services
Wisconsin
$209K +$209K +2,112 New
WSC
878
Wellington Shields & Co
New York
$209K +$18.8K +189 +10%
HCM
879
Hall Capital Management
Rhode Island
$208K +$208K +2,100 New
SWM
880
SeaCrest Wealth Management
New York
$208K -$236K -2,377 -53%
FFP
881
FourThought Financial Partners
Florida
$208K +$208K +2,095 New
UFA
882
US Financial Advisors
Massachusetts
$208K +$208K +2,094 New
AF
883
Arrow Financial
New York
$208K -$1.69K -17 -0.8%
HTC
884
Haverford Trust Company
Pennsylvania
$206K +$206K +2,076 New
CI
885
Conning Inc
Connecticut
$204K +$204K +2,055 New
SOW
886
State of Wyoming
Wyoming
$203K -$39.1K -394 -16%
FPAS
887
Focus Partners Advisor Solutions
Missouri
$202K +$202K +2,037 New
CCA
888
Childress Capital Advisors
Texas
$201K +$201K +2,020 New
MFF
889
Mango Five Family
Nevada
$200K – – –
SC
890
Savoie Capital
Illinois
$200K +$200K +2,019 New
NC
891
nVerses Capital
Florida
$199K +$199K +2,000 New
HI
892
Harbour Investments
Wisconsin
$194K +$34.8K +351 +22%
PCM
893
Penserra Capital Management
California
$191K -$177K -1,792 -48%
MPWT
894
MassMutual Private Wealth & Trust
Connecticut
$185K +$12.3K +124 +7%
GBT
895
Grove Bank & Trust
Florida
$183K – – –
MG
896
Mather Group
Illinois
$182K +$182K +2,031 New
CHA
897
Carmichael Hill & Associates
Maryland
$179K -$4.96K -50 -3%
ST
898
Smithfield Trust
Pennsylvania
$179K – – –
BWM
899
BKM Wealth Management
Wisconsin
$174K -$4.96K -50 -3%
CFGS
900
Concourse Financial Group Securities
Alabama
$169K -$8.14K -82 -5%
34 35
36
37 38