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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 %
GWM
926
Geneos Wealth Management
Colorado
$112K +$1.79K +18 +2%
FFA
927
Farther Finance Advisors
California
$109K -$89.9K -912 -45%
C
928
Covestor
United Kingdom
$108K +$7.93K +80 +8%
UIA
929
Ulland Investment Advisors
Minnesota
$106K – – –
KIG
930
Kessler Investment Group
Indiana
$105K -$11.1K -112 -10%
CSB
931
City State Bank
Iowa
$104K -$3.37K -34 -3%
CTWM
932
Cherry Tree Wealth Management
Minnesota
$102K – – –
GWP
933
Gen-Wealth Partners
Michigan
$102K +$102K +1,025 New
CT
934
Clearstead Trust
Maine
$101K +$13.4K +135 +15%
FCA
935
FinTrust Capital Advisors
South Carolina
$99.1K +$1.99K +20 +2%
SWM
936
Spire Wealth Management
Virginia
$98.5K +$5.96K +60 +6%
SWS
937
SYSTM Wealth Solutions
Illinois
$98K -$90.5K -911 -48%
EBA
938
Eagle Bay Advisors
New York
$96.3K +$3.47K +35 +4%
MCM
939
MV Capital Management
Maryland
$95.6K -$3.38K -34 -3%
PFBT
940
Parkside Financial Bank & Trust
Missouri
$94.8K +$1.19K +12 +1%
CCMI
941
Creative Capital Management Investments
California
$94K – – –
HDIM
942
Hanson & Doremus Investment Management
Vermont
$94K – – –
Jones Financial Companies
943
Jones Financial Companies
Missouri
$93.5K +$84.3K +849 +913%
JWA
944
JFS Wealth Advisors
Pennsylvania
$92.7K +$5.56K +56 +6%
CFO
945
CVA Family Office
Colorado
$92K +$496 +5 +0.5%
FFWA
946
FRG Family Wealth Advisors
Washington
$90.7K +$90.7K +995 New
IBOK
947
Independence Bank of Kentucky
Kentucky
$89.4K – – –
Walleye Trading
948
Walleye Trading
New York
$88.5K -$2.79M -28,125 -97%
EWM
949
Evermay Wealth Management
Virginia
$86.6K +$4.57K +46 +6%
PSB
950
Piscataqua Savings Bank
New Hampshire
$85.1K – – –
36 37
38
39 40