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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 %
AAP
1001
Arax Advisory Partners
Colorado
$42.2K +$596 +6 +1%
TFIPS
1002
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42.1K +$21.8K +220 +108%
M
1003
MOTCO
Texas
$41.3K +$4.96K +50 +14%
NIC
1004
Northwest Investment Counselors
Oregon
$40.2K +$40.2K +405 New
ACM
1005
Accent Capital Management
Ohio
$39.7K – – –
CB
1006
Community Bank
New York
$39.7K – – –
TFM
1007
TFC Financial Management
Massachusetts
$39.6K +$199 +2 +0.5%
SWM
1008
Sugarloaf Wealth Management
Georgia
$39.5K -$1.09K -11 -3%
CWM
1009
CarsonAllaria Wealth Management
Illinois
$39.2K – – –
HFM
1010
Harvest Fund Management
China
$39K – – –
PCWA
1011
Pacific Capital Wealth Advisors
California
$38.6K – – –
OCM
1012
Orion Capital Management
California
$37.2K – – –
JWM
1013
Janiczek Wealth Management
Colorado
$36.7K – – –
CA
1014
Continuum Advisory
Idaho
$36.3K +$36.3K +378 New
CPG
1015
Cornerstone Planning Group
New Jersey
$35.4K -$9.12K -99 -20%
PAG
1016
Paladin Advisory Group
Iowa
$34.8K -$5.32K -54 -13%
BCA
1017
Bray Capital Advisors
Florida
$34.7K – – –
TC
1018
Truvestments Capital
Florida
$34.7K – – –
SAM
1019
Smartleaf Asset Management
Massachusetts
$34.4K +$23.7K +237 +221%
PWMG
1020
Prestige Wealth Management Group
New Jersey
$34.2K -$4.07K -41 -11%
LTI
1021
Laffer Tengler Investments
Tennessee
$33.3K – – –
NF
1022
Norwood Financial
Pennsylvania
$33.3K – – –
AWM
1023
Atticus Wealth Management
Florida
$32.2K – – –
OC
1024
Oakworth Capital
Alabama
$32.2K -$9.13K -92 -22%
DSC
1025
Duncker Streett & Co
Missouri
$31.8K -$4.96K -50 -14%
39 40
41
42 43