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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 %
CAL
951
Capital Analysts LLC
Pennsylvania
$69K -$1.93K -20 -3%
BAM
952
Bellevue Asset Management
Washington
$68.9K – – –
VWM
953
Venturi Wealth Management
Texas
$68.3K +$47K +488 +220%
RA
954
Rise Advisors
New York
$68.2K +$52.6K +547 +338%
JWA
955
JFS Wealth Advisors
Pennsylvania
$68.1K -$21.8K -226 -24%
SFCL
956
Strengthening Families & Communities LLC
Massachusetts
$68K +$48.9K +505 +256%
OC
957
Oakmont Corp
California
$67.9K – – –
MRCM
958
M&R Capital Management
New Jersey
$67.8K -$1.83K -19 -3%
OSNBOA
959
Old Second National Bank of Aurora
Illinois
$67.4K – – –
BIC
960
Beach Investment Counsel
Pennsylvania
$67K +$67K +691 New
AWM
961
Avior Wealth Management
Nebraska
$66.3K -$163K -1,692 -71%
SAM
962
Smartleaf Asset Management
Massachusetts
$65.7K +$32.6K +340 +99%
HRC
963
Hoertkorn Richard Charles
$65.6K – – –
FCT
964
First Community Trust
Iowa
$65K – – –
APW
965
Acima Private Wealth
Virginia
$62.6K – – –
KFI
966
Key Financial Inc
Pennsylvania
$60.6K +$4.33K +45 +8%
CAS
967
Coppell Advisory Solutions
Texas
$59.1K +$59.1K +614 New
CCMW
968
Cypress Capital Management (Wyoming)
Wyoming
$57.8K – – –
MMG
969
Monetary Management Group
Missouri
$57.4K – – –
RFA
970
Register Financial Advisors
Georgia
$55.8K – – –
BWP
971
Baldwin Wealth Partners
Massachusetts
$55.4K -$24.1K -250 -30%
GCM
972
Gables Capital Management
Florida
$55.4K – – –
WSCM
973
Wellington Shields Capital Management
New York
$54.5K – – –
AGWCA
974
Annis Gardner Whiting Capital Advisors
Florida
$54K -$4.91K -51 -8%
JFA
975
JNBA Financial Advisors
Minnesota
$53.2K – – –
37 38
39
40 41