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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 %
JGIA
1001
Jackson Grant Investment Advisers
Connecticut
$46.3K 500 +2 +0.4%
JWA
1002
JFS Wealth Advisors
Pennsylvania
$45.6K 492 -27 -5%
CAL
1003
Capital Advisors Ltd
Ohio
$44K 473 – –
CIAM
1004
Caitong International Asset Management
Hong Kong
$42.5K 459 +459 New
MW
1005
Maia Wealth
Colorado
$41.7K 450 – –
CWM
1006
Crowley Wealth Management
Delaware
$41.7K 450 +450 New
FCAS
1007
First Command Advisory Services
Texas
$41.5K 448 – –
CFD
1008
Creative Financial Designs
Indiana
$41.4K 447 +1 +0.2%
MSWM
1009
Mowery & Schoenfeld Wealth Management
Illinois
$40.9K 442 +372 +531%
IUHSA
1010
Itau Unibanco Holding S.A.
Brazil
$40.6K 438 +361 +469%
KBFS
1011
Kohmann Bosshard Financial Services
Ohio
$40K 432 +432 New
KI
1012
Kapitalo Investimentos
Brazil
$39.5K 426 +426 New
TFIPS
1013
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.3K 424 – –
USB
1014
Union Savings Bank
Connecticut
$38.1K 411 – –
TC
1015
Truvestments Capital
Florida
$37.1K 401 +51 +15%
FNWA
1016
Financial Network Wealth Advisors
Utah
$37K 400 -8 -2%
WSCM
1017
Wellington Shields Capital Management
New York
$37K 400 – –
CB
1018
Community Bank
New York
$37K 400 – –
M
1019
MOTCO
Texas
$37K 399 – –
TFM
1020
TFC Financial Management
Massachusetts
$36.8K 397 – –
GWSG
1021
GPS Wealth Strategies Group
Colorado
$36.7K 396 – –
OIAM
1022
OFI Invest Asset Management
France
$36.7K 410 +410 New
CWM
1023
CarsonAllaria Wealth Management
Illinois
$36.6K 395 – –
CPG
1024
Cornerstone Planning Group
New Jersey
$36.1K 369 +12 +3%
PCWA
1025
Pacific Capital Wealth Advisors
California
$36K 389 – –
39 40
41
42 43