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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 %
PFBT
926
Parkside Financial Bank & Trust
Missouri
$94.8K +$2.89K +30 +3%
SWM
927
Spire Wealth Management
Virginia
$93.3K -$2.12K -22 -2%
HDIM
928
Hanson & Doremus Investment Management
Vermont
$91K – – –
FCA
929
FinTrust Capital Advisors
South Carolina
$90.7K -$5.39K -56 -6%
IBOK
930
Independence Bank of Kentucky
Kentucky
$86.7K – – –
LS
931
Livforsakringsbolaget Skandia
Sweden
$84.4K -$28.9K -300 -25%
EWM
932
Evermay Wealth Management
Virginia
$83.9K – – –
PSB
933
Piscataqua Savings Bank
New Hampshire
$82.5K – – –
EBA
934
Eagle Bay Advisors
New York
$81.3K -$12.1K -126 -13%
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$80.2K – – –
JEST
936
JTC Employer Solutions Trustee
Jersey
$79K – – –
CFFP
937
Center for Financial Planning
Michigan
$78.9K – – –
MIM
938
Meridiem Investment Management
United Kingdom
$77K – – –
RFG
939
RFP Financial Group
Georgia
$77K – – –
O
940
Ossiam
France
$75.6K -$1.31M -13,619 -95%
Group One Trading
941
Group One Trading
Illinois
$74.8K +$74.8K +777 New
CSB
942
City State Bank
Iowa
$73.6K -$27.2K -283 -27%
CA
943
CoreCap Advisors
Michigan
$73.4K -$385 -4 -0.5%
PIS
944
POM Investment Strategies
North Carolina
$73.3K +$4.72K +49 +7%
FUBT
945
First United Bank & Trust
Maryland
$72.9K – – –
PP
946
Pacifica Partners
Canada
$71.5K – – –
OWA
947
Opal Wealth Advisors
New York
$71.2K +$71.2K +740 New
CSWM
948
Cassady Schiller Wealth Management
Ohio
$70.5K – – –
JFGIW
949
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.2K – – –
CWC
950
Carolinas Wealth Consulting
North Carolina
$70.2K – – –
36 37
38
39 40