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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 %
AIM
901
Acropolis Investment Management
Missouri
$141K +$2.5K +26 +2%
BTI
902
Blue Trust Inc
Georgia
$133K +$70.1K +706 +112%
CSC
903
Caldwell Sutter Capital
California
$131K – – –
ACA
904
Atlas Capital Advisors
Wyoming
$131K +$130K +1,350 +9,643%
QC
905
Quent Capital
New York
$131K +$96 +1 +0.1%
AWM
906
AllSquare Wealth Management
New York
$130K – – –
FDCP
907
Foster Dykema Cabot & Partners
Massachusetts
$127K – – –
CFO
908
CVA Family Office
Colorado
$126K +$36.5K +379 +41%
SC
909
Steph & Co
Wisconsin
$121K – – –
CH
910
Cromwell Holdings
Wyoming
$117K +$117K +1,216 New
LCM
911
Logan Capital Management
Pennsylvania
$116K – – –
AA
912
Alta Advisers
United Kingdom
$116K – – –
BSB
913
Bangor Savings Bank
Maine
$115K +$2.02K +21 +2%
ECM
914
Estabrook Capital Management
New York
$110K – – –
GWM
915
Geneos Wealth Management
Colorado
$107K -$1.73K -18 -2%
NC
916
nVerses Capital
Florida
$106K -$86.6K -900 -45%
C
917
Covestor
United Kingdom
$105K -$96 -1 -0.1%
UIA
918
Ulland Investment Advisors
Minnesota
$103K – – –
ATPW
919
Ashton Thomas Private Wealth
Arizona
$101K +$101K +1,045 New
AEPWM
920
Atlantic Edge Private Wealth Management
Florida
$100K -$13.5K -140 -12%
CTWM
921
Cherry Tree Wealth Management
Minnesota
$99.1K – – –
GWP
922
Gen-Wealth Partners
Michigan
$98.7K – – –
CT
923
Clearstead Trust
Maine
$96.3K -$1.73K -18 -2%
MCM
924
MV Capital Management
Maryland
$96K +$3.27K +34 +4%
ITIM
925
Indiana Trust & Investment Management
Indiana
$95.3K +$52.9K +550 +125%
35 36
37
38 39