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Otis Worldwide
OTIS

Overview Fund Activity

1,215 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, 415 reducing their positions, and 107 closing their positions.

Holders
1,215
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.18%
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
415
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 Market Value Shares Shares
Change 		Shares
Change %
OC
976
Oakmont Corp
California
$65.3K 705 – –
SFCL
977
Strengthening Families & Communities LLC
Massachusetts
$65K 702 – –
HRC
978
Hoertkorn Richard Charles
$63.2K 682 – –
ITIM
979
Indiana Trust & Investment Management
Indiana
$62.6K 676 +26 +4%
CAS
980
Coppell Advisory Solutions
Texas
$61.9K 668 +69 +12%
CSB
981
City State Bank
Iowa
$60.8K 657 -91 -12%
APW
982
Acima Private Wealth
Virginia
$60.2K 650 – –
KFI
983
Key Financial Inc
Pennsylvania
$58.8K 635 – –
AWM
984
Avior Wealth Management
Nebraska
$58.6K 633 -4 -0.6%
VCM
985
Versant Capital Management
Arizona
$58.5K 632 +478 +310%
WA
986
WPG Advisers
Maryland
$58.3K 630 +630 New
CBT
987
CoreFirst Bank & Trust
Kansas
$57.7K 623 – –
AAP
988
Arax Advisory Partners
Colorado
$57.5K 619 +192 +45%
MMG
989
Monetary Management Group
Missouri
$55.2K 596 – –
Loomis, Sayles & Company
990
Loomis, Sayles & Company
Massachusetts
$55K 597 +597 New
GCM
991
Gables Capital Management
Florida
$53.3K 575 – –
PB
992
Pinnacle Bancorp
Nebraska
$53K 572 +65 +13%
HFS
993
Hopwood Financial Services
Virginia
$52K 562 +562 New
AGWCA
994
Annis Gardner Whiting Capital Advisors
Florida
$51.7K 558 -5 -0.9%
JFA
995
JNBA Financial Advisors
Minnesota
$51.2K 553 – –
RS
996
R Squared
Hong Kong
$49.1K 530 +530 New
HNB
997
Hilltop National Bank
Wyoming
$48K 518 – –
BCMLT
998
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.8K 516 – –
OSNBOA
999
Old Second National Bank of Aurora
Illinois
$47K 508 -192 -27%
CCMW
1000
Cypress Capital Management (Wyoming)
Wyoming
$46.3K 500 -100 -17%
38 39
40
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