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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 %
IFS
1026
Intelligent Financial Strategies
Minnesota
$31.4K – – –
CCA
1027
Criterion Capital Advisors
Tennessee
$31.1K -$23.4K -236 -43%
HFS
1028
Hantz Financial Services
Michigan
$31K -$5.77K -59 -16%
LF
1029
LifeSteps Financial
California
$30.9K +$30.9K +311 New
UCB
1030
United Community Bank
South Carolina
$29.8K – – –
CTC
1031
Cetera Trust Company
Minnesota
$29.8K – – –
RG
1032
Retirement Group
California
$29K +$24K +87 +483%
NRG
1033
Nemes Rush Group
Michigan
$28.9K – – –
ACA
1034
American Capital Advisory
Idaho
$28.4K – – –
BFEC
1035
Benjamin F. Edwards & Company
Missouri
$27K – – –
SIC
1036
SJS Investment Consulting
Ohio
$26.8K +$99 +1 +0.4%
KFS
1037
Kelly Financial Services
Massachusetts
$26.5K +$99 +1 +0.4%
CP
1038
Castleview Partners
Texas
$26.4K +$99 +1 +0.4%
CAM
1039
Costello Asset Management
Pennsylvania
$26K – – –
FRA
1040
Front Row Advisors
California
$25.2K +$17.3K +174 +218%
AS
1041
Altshuler Shaham
Israel
$25.2K +$25.2K +254 New
PMFA
1042
Plante Moran Financial Advisors
Michigan
$24.9K +$7.45K +75 +43%
OPTFSNA
1043
Old Point Trust & Financial Services N A
Virginia
$24.8K – – –
OCM
1044
Osterweis Capital Management
California
$24.8K – – –
CWP
1045
Concord Wealth Partners
Virginia
$24.8K +$1.39K +14 +6%
AIC
1046
Archer Investment Corporation
Indiana
$24K -$2.09K -21 -8%
CPBTD
1047
Central Pacific Bank - Trust Division
Hawaii
$23.2K +$23.2K +235 New
WBC
1048
West Branch Capital
Massachusetts
$23K – – –
NS
1049
NBC Securities
Alabama
$23K -$14K -143 -38%
BCPWM
1050
Bradley & Co Private Wealth Management
Florida
$22.8K – – –
40 41
42
43 44