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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 %
FFC
901
First Financial Corp
Indiana
$169K -$21.3K -215 -11%
DMBA
902
Deseret Mutual Benefit Administrators
Utah
$167K +$3.57K +36 +2%
HIA
903
Harbor Investment Advisory
Maryland
$164K -$7.94K -80 -5%
CNBTD
904
Citizens National Bank Trust Department
Mississippi
$161K – – –
BONH
905
Bank of New Hampshire
New Hampshire
$155K – – –
IA
906
IFP Advisors
Florida
$153K -$10.5K -106 -6%
FMTCOCP
907
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$149K -$3.27K -33 -2%
GM
908
GeoWealth Management
Illinois
$143K +$143K +1,444 New
AIM
909
Acropolis Investment Management
Missouri
$143K -$2.58K -26 -2%
GRP
910
Global Retirement Partners
California
$140K +$20.8K +210 +18%
CFM
911
Catalyst Funds Management
Australia
$139K +$139K +1,400 New
CSC
912
Caldwell Sutter Capital
California
$136K – – –
QC
913
Quent Capital
New York
$135K +$9.64K +97 +8%
AWM
914
AllSquare Wealth Management
New York
$134K – – –
CA
915
Crewe Advisors
Utah
$131K +$131K +1,319 New
FDCP
916
Foster Dykema Cabot & Partners
Massachusetts
$131K – – –
SC
917
Steph & Co
Wisconsin
$125K – – –
LCM
918
Logan Capital Management
Pennsylvania
$120K -$104K -1,050 -47%
AA
919
Alta Advisers
United Kingdom
$119K – – –
FIM
920
Fernwood Investment Management
Massachusetts
$118K +$118K +1,185 New
AEPWM
921
Atlantic Edge Private Wealth Management
Florida
$117K – – –
LS
922
Livforsakringsbolaget Skandia
Sweden
$117K – – –
BSB
923
Bangor Savings Bank
Maine
$117K -$32.3K -325 -22%
ECM
924
Estabrook Capital Management
New York
$114K -$11.9K -120 -9%
HBW
925
Hazlett, Burt & Watson
West Virginia
$112K +$99 +1 +0.1%
35 36
37
38 39