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Otis Worldwide
OTIS

Overview Fund Activity

1,216 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 416 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
416
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.29B
2
UBS Group
2
UBS Group
Switzerland
$260M
3
CF
3
Canoe Financial
Alberta, Canada
$95.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$67M
5
Northern Trust
5
Northern Trust
Illinois
$424M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$1.58M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.83B
3
Boston Partners
3
Boston Partners
Massachusetts
$2.69M
4
National Pension Service
4
National Pension Service
South Korea
$52.3M
5
PI
5
PineBridge Investments
New York
$2.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
951
Venturi Wealth Management
Texas
$85.9K +$59.3K +640 +223%
PFBT
952
Parkside Financial Bank & Trust
Missouri
$83.6K +$1.67K +18 +2%
IBOK
953
Independence Bank of Kentucky
Kentucky
$83.4K – – –
LJHT
954
Laurie J. Hall Trustee
$83K – – –
PSB
955
Piscataqua Savings Bank
New Hampshire
$79.4K – – –
MSFP
956
Mark Sheptoff Financial Planning
Connecticut
$77.1K – – –
EWM
957
Evermay Wealth Management
Virginia
$76.1K – – –
JEST
958
JTC Employer Solutions Trustee
Jersey
$76K – – –
MIM
959
Meridiem Investment Management
United Kingdom
$74.1K – – –
KIM
960
Kestra Investment Management
Texas
$73.3K +$73.3K +791 New
CAL
961
Capital Analysts LLC
Pennsylvania
$72K +$5.9K +64 +9%
BLC
962
Brown, Lisle/Cummings
Rhode Island
$71.9K +$71.9K +776 New
EBA
963
Eagle Bay Advisors
New York
$70.3K -$7.13K -77 -9%
ETS
964
ESL Trust Services
New York
$69.5K +$69.5K +750 New
CFFP
965
Center for Financial Planning
Michigan
$69.4K -$278 -3 -0.4%
SC
966
Sawyer & Company
Massachusetts
$69K +$69K +750 New
PP
967
Pacifica Partners
Canada
$68.3K – – –
SS
968
SBI Securities
Japan
$68.3K +$68.3K +737 New
CSWM
969
Cassady Schiller Wealth Management
Ohio
$68.2K +$3.43K +37 +5%
FCT
970
First Community Trust
Iowa
$68.2K +$5.65K +61 +9%
CWC
971
Carolinas Wealth Consulting
North Carolina
$67.1K – – –
TSMHT
972
Thurston Springer Miller Herd & Titak
Indiana
$66.5K +$20.9K +226 +46%
CA
973
CoreCap Advisors
Michigan
$66.3K +$556 +6 +0.8%
BAM
974
Bellevue Asset Management
Washington
$66.3K – – –
RA
975
Rise Advisors
New York
$66.3K +$370 +4 +0.6%
37 38
39
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