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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 %
VAS
876
Vestmark Advisory Solutions
Massachusetts
$211K -$1.76K -19 -0.8%
ADL
877
Asset Dedication LLC
California
$210K -$1.57K -17 -0.7%
ICP
878
Interchange Capital Partners
Pennsylvania
$210K – – –
CWA
879
Carolina Wealth Advisors
South Carolina
$210K +$163K +1,759 +348%
OIA
880
Optimum Investment Advisors
Illinois
$209K – – –
LAM
881
Longboard Asset Management
Arizona
$209K +$209K +2,261 New
FCCM
882
First City Capital Management
Georgia
$208K -$13.9K -150 -6%
RMCM
883
Reynders McVeigh Capital Management
Massachusetts
$208K +$13.4K +145 +7%
MCA
884
MSH Capital Advisors
Arizona
$207K -$18.5K -200 -8%
BTI
885
Blue Trust Inc
Georgia
$207K -$80.7K -872 -28%
AC
886
Avestar Capital
New York
$206K +$13.2K +143 +7%
MF
887
Montis Financial
Massachusetts
$205K +$10.2K +110 +5%
HW
888
Hancock Whitney
Mississippi
$205K -$5.46K -59 -3%
TWP
889
Tyche Wealth Partners
Texas
$204K – – –
MPWT
890
MassMutual Private Wealth & Trust
Connecticut
$204K +$9.26K +100 +5%
CPA
891
Court Place Advisors
Maryland
$204K -$29.3K -316 -13%
HI
892
Harbour Investments
Wisconsin
$204K +$2.5K +27 +1%
NIM
893
Northeast Investment Management
Massachusetts
$203K – – –
HTC
894
Haverford Trust Company
Pennsylvania
$202K -$13.9K -150 -6%
PA
895
Procyon Advisors
Connecticut
$201K -$926 -10 -0.5%
WSC
896
Wellington Shields & Co
New York
$198K – – –
FA
897
Fedenia Advisers
Wisconsin
$195K +$195K +2,108 New
MCM
898
Manchester Capital Management
Vermont
$190K +$833 +9 +0.4%
HT
899
Headlands Technologies
Illinois
$188K +$188K +2,035 New
SAM
900
Smartleaf Asset Management
Massachusetts
$187K +$47.3K +511 +34%
34 35
36
37 38