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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 %
CPG
1001
Cornerstone Planning Group
New Jersey
$33.8K -$2.06K -22 -6%
BCA
1002
Bray Capital Advisors
Florida
$33.7K – – –
PAG
1003
Paladin Advisory Group
Iowa
$33.5K – – –
MTIC
1004
Missouri Trust & Investment Company
Missouri
$33.2K -$14.4K -150 -30%
LTI
1005
Laffer Tengler Investments
Tennessee
$32.2K – – –
CCA
1006
Criterion Capital Advisors
Tennessee
$31.4K +$1.16K +12 +4%
OC
1007
Oakworth Capital
Alabama
$31.2K – – –
AWM
1008
Atticus Wealth Management
Florida
$31.2K – – –
RMC
1009
Resources Management Corp
Connecticut
$31K -$15.7K -165 -34%
PWMG
1010
Prestige Wealth Management Group
New Jersey
$31K -$2.21K -23 -7%
IFS
1011
Intelligent Financial Strategies
Minnesota
$30.4K – – –
ACA
1012
American Capital Advisory
Idaho
$30.1K – – –
SWS
1013
SYSTM Wealth Solutions
Illinois
$29.2K -$65.9K -684 -69%
HFS
1014
Hantz Financial Services
Michigan
$29K -$1.54K -16 -5%
UCB
1015
United Community Bank
South Carolina
$28.9K – – –
CTC
1016
Cetera Trust Company
Minnesota
$28.9K – – –
CP
1017
Camelot Portfolios
Ohio
$28.9K +$28.9K +300 New
CB
1018
CNB Bank
Pennsylvania
$28.1K -$13.2K -137 -32%
JPWM
1019
Jamison Private Wealth Management
Georgia
$28K +$27.5K +286 +5,720%
CWM
1020
Cranbrook Wealth Management
Michigan
$27.6K +$24.1K +250 +676%
SIC
1021
SJS Investment Consulting
Ohio
$26K – – –
MAM
1022
Meeder Asset Management
Ohio
$26K +$18.9K +196 +265%
KFS
1023
Kelly Financial Services
Massachusetts
$25.8K +$96 +1 +0.4%
AIC
1024
Archer Investment Corporation
Indiana
$25.3K +$2.02K +21 +9%
CAM
1025
Costello Asset Management
Pennsylvania
$25.2K – – –
39 40
41
42 43