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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 %
LB
976
Legacy Bridge
Iowa
$62K – – –
CBT
977
CoreFirst Bank & Trust
Kansas
$61.8K -$993 -10 -2%
AGWCA
978
Annis Gardner Whiting Capital Advisors
Florida
$60.8K -$2.38K -24 -4%
JGIA
979
Jackson Grant Investment Advisers
Connecticut
$60.5K +$298 +3 +0.5%
CCMW
980
Cypress Capital Management (Wyoming)
Wyoming
$59.6K – – –
MMG
981
Monetary Management Group
Missouri
$59.2K – – –
KFI
982
Key Financial Inc
Pennsylvania
$58.1K – – –
RFA
983
Register Financial Advisors
Georgia
$57.6K +$57.6K +580 New
GCM
984
Gables Capital Management
Florida
$57.1K – – –
WSCM
985
Wellington Shields Capital Management
New York
$56.2K – – –
CLOS
986
Compagnie Lombard Odier SCmA
Switzerland
$55.6K -$493K -4,969 -90%
ETC
987
Exchange Traded Concepts
Oklahoma
$55.6K +$42.6K +429 +327%
JFA
988
JNBA Financial Advisors
Minnesota
$54.9K – – –
MWM
989
Mascoma Wealth Management
New Hampshire
$54.6K -$4.96K -50 -8%
HNB
990
Hilltop National Bank
Wyoming
$52.9K +$52.9K +533 New
BCMLT
991
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.2K -$4.17K -42 -8%
Optiver Holding
992
Optiver Holding
Netherlands
$50.2K +$50.2K +506 New
MTIC
993
Missouri Trust & Investment Company
Missouri
$49.1K -$24.8K -250 -34%
FCAS
994
First Command Advisory Services
Texas
$49.1K +$4.67K +47 +10%
RMC
995
Resources Management Corp
Connecticut
$49K +$4.59K +46 +10%
CAL
996
Capital Advisors Ltd
Ohio
$47K -$4.13K -42 -8%
ITIM
997
Indiana Trust & Investment Management
Indiana
$43.7K – – –
PB
998
Pinnacle Bancorp
Nebraska
$43.4K -$7.74K -78 -15%
USB
999
Union Savings Bank
Connecticut
$43.3K – – –
CB
1000
CNB Bank
Pennsylvania
$42.6K – – –
38 39
40
41 42