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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 %
MSFP
951
Mark Sheptoff Financial Planning
Connecticut
$82.7K – – –
JEST
952
JTC Employer Solutions Trustee
Jersey
$82K – – –
BWP
953
Baldwin Wealth Partners
Massachusetts
$81.9K -$17.4K -175 -18%
CFFP
954
Center for Financial Planning
Michigan
$81.4K – – –
RFG
955
RFP Financial Group
Georgia
$79.4K – – –
MIM
956
Meridiem Investment Management
United Kingdom
$79.4K -$322K -3,245 -80%
QL
957
Quarry LP
New York
$79.1K +$13.3K +134 +20%
PPC
958
Park Place Capital
Alabama
$78K -$74.3K -748 -49%
CA
959
CoreCap Advisors
Michigan
$76.1K +$76.1K +767 New
FUBT
960
First United Bank & Trust
Maryland
$75.1K – – –
PP
961
Pacifica Partners
Canada
$73.3K – – –
CAL
962
Capital Analysts LLC
Pennsylvania
$73K +$497 +5 +0.7%
CSWM
963
Cassady Schiller Wealth Management
Ohio
$72.7K – – –
CWC
964
Carolinas Wealth Consulting
North Carolina
$72.4K -$322K -3,241 -82%
JFGIW
965
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.4K -$164K -1,650 -69%
MRCM
966
M&R Capital Management
New Jersey
$71.8K -$4.96K -50 -6%
BAM
967
Bellevue Asset Management
Washington
$71.1K – – –
PIS
968
POM Investment Strategies
North Carolina
$70.7K – – –
OC
969
Oakmont Corp
California
$70K – – –
OSNBOA
970
Old Second National Bank of Aurora
Illinois
$69.5K – – –
HRC
971
Hoertkorn Richard Charles
$67.7K – – –
FCT
972
First Community Trust
Iowa
$67K – – –
VL
973
Vima LLC
Michigan
$66.1K +$15K +178 +29%
APW
974
Acima Private Wealth
Virginia
$64.5K – – –
BTI
975
Blue Trust Inc
Georgia
$62.5K -$88.4K -891 -59%
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