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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 %
HNB
976
Hilltop National Bank
Wyoming
$51.3K – – –
TSMHT
977
Thurston Springer Miller Herd & Titak
Indiana
$49.8K +$49.8K +517 New
BCMLT
978
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.7K – – –
RWMG
979
Redwood Wealth Management Group
New Jersey
$48.8K +$48.8K +507 New
JGIA
980
Jackson Grant Investment Advisers
Connecticut
$47.7K -$11K -114 -19%
CAL
981
Capital Advisors Ltd
Ohio
$46K -$486 -5 -1%
CFD
982
Creative Financial Designs
Indiana
$44.6K +$31.5K +327 +240%
AAP
983
Arax Advisory Partners
Colorado
$44.5K +$3.56K +37 +9%
FCAS
984
First Command Advisory Services
Texas
$43.1K -$4.52K -47 -9%
PB
985
Pinnacle Bancorp
Nebraska
$42.1K – – –
USB
986
Union Savings Bank
Connecticut
$42K – – –
TFIPS
987
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.8K – – –
ACM
988
Accent Capital Management
Ohio
$38.5K – – –
FNWA
989
Financial Network Wealth Advisors
Utah
$38.5K +$38.5K +400 New
CB
990
Community Bank
New York
$38.5K – – –
M
991
MOTCO
Texas
$38.4K -$1.64K -17 -4%
TFM
992
TFC Financial Management
Massachusetts
$38.2K -$193 -2 -0.5%
GWSG
993
GPS Wealth Strategies Group
Colorado
$38.1K +$35.4K +368 +1,314%
CWM
994
CarsonAllaria Wealth Management
Illinois
$38K – – –
PCWA
995
Pacific Capital Wealth Advisors
California
$37.4K – – –
CA
996
Continuum Advisory
Idaho
$36.4K – – –
OCM
997
Orion Capital Management
California
$36.1K – – –
BFEC
998
Benjamin F. Edwards & Company
Missouri
$36K +$9.53K +99 +36%
JWM
999
Janiczek Wealth Management
Colorado
$35.6K – – –
VCM
1000
Versant Capital Management
Arizona
$35.5K +$19.7K +205 +125%
38 39
40
41 42