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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 %
HCM
876
Hall Capital Management
Rhode Island
$202K – – –
AF
877
Arrow Financial
New York
$200K -$1.64K -17 -0.8%
QL
878
Quarry LP
New York
$193K +$116K +1,204 +151%
CNBTD
879
Citizens National Bank Trust Department
Mississippi
$189K +$32.3K +336 +21%
HI
880
Harbour Investments
Wisconsin
$188K -$578 -6 -0.3%
HBW
881
Hazlett, Burt & Watson
West Virginia
$186K +$76.9K +800 +70%
PCM
882
Penserra Capital Management
California
$184K -$1.44K -15 -0.8%
SOW
883
State of Wyoming
Wyoming
$182K -$14.9K -155 -8%
WB
884
Webster Bank
Connecticut
$178K -$103K -1,067 -37%
GBT
885
Grove Bank & Trust
Florida
$177K – – –
GM
886
GeoWealth Management
Illinois
$175K +$36.2K +376 +26%
DMBA
887
Deseret Mutual Benefit Administrators
Utah
$168K +$6.64K +69 +4%
IAIM
888
International Assets Investment Management
Florida
$168K +$168K +1,741 New
NSIM
889
North Star Investment Management
Illinois
$167K -$43.3K -450 -21%
CFGS
890
Concourse Financial Group Securities
Alabama
$167K +$2.98K +31 +2%
FFC
891
First Financial Corp
Indiana
$164K – – –
HIA
892
Harbor Investment Advisory
Maryland
$160K +$674 +7 +0.4%
ST
893
Smithfield Trust
Pennsylvania
$157K -$14.3K -151 -8%
FMTCOCP
894
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157K +$12.1K +126 +8%
BONH
895
Bank of New Hampshire
New Hampshire
$151K – – –
FFA
896
Farther Finance Advisors
California
$148K +$42.3K +446 +40%
TPW
897
Transatlantique Private Wealth
New York
$147K +$147K +41,109 New
IA
898
IFP Advisors
Florida
$144K -$4.33K -45 -3%
KIG
899
Kessler Investment Group
Indiana
$143K +$41.2K +428 +40%
CA
900
Crewe Advisors
Utah
$142K +$14.8K +154 +12%
34 35
36
37 38