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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 %
CWP
1026
Concord Wealth Partners
Virginia
$24.8K +$770 +8 +3%
FRA
1027
Front Row Advisors
California
$24.5K – – –
RI
1028
Ridgewood Investments
New Jersey
$24.4K +$24.4K +253 New
PMFA
1029
Plante Moran Financial Advisors
Michigan
$24.2K – – –
LB
1030
Legacy Bridge
Iowa
$24.1K -$36.1K -375 -60%
MWM
1031
Mascoma Wealth Management
New Hampshire
$24.1K -$28.9K -300 -55%
OCM
1032
Osterweis Capital Management
California
$24.1K – – –
OPTFSNA
1033
Old Point Trust & Financial Services N A
Virginia
$24.1K – – –
DSC
1034
Duncker Streett & Co
Missouri
$23.6K -$7.22K -75 -23%
NS
1035
NBC Securities
Alabama
$23K +$1.21K +13 +6%
SIS
1036
Sound Income Strategies
Florida
$22.9K +$7.31K +76 +47%
SWM
1037
Sugarloaf Wealth Management
Georgia
$22.6K -$15.7K -163 -41%
CPBTD
1038
Central Pacific Bank - Trust Division
Hawaii
$22.6K – – –
WBC
1039
West Branch Capital
Massachusetts
$22.3K – – –
BCPWM
1040
Bradley & Co Private Wealth Management
Florida
$22.1K – – –
DIP
1041
DT Investment Partners
Pennsylvania
$21.9K – – –
TF
1042
Tompkins Financial
New York
$20.9K – – –
B
1043
Birchbrook
Maine
$20.4K – – –
AS
1044
Altshuler Shaham
Israel
$20.1K -$4.33K -45 -18%
GEA
1045
Glen Eagle Advisors
New Jersey
$20K – – –
RAM
1046
Riggs Asset Management
Pennsylvania
$19.8K +$674 +7 +4%
MA
1047
MCF Advisors
Kentucky
$19.6K +$3.18K +33 +19%
HGA
1048
Hobbs Group Advisors
South Carolina
$19.6K +$19.6K +203 New
TFF
1049
The Family Firm
Maryland
$19.4K +$19.4K +201 New
AAG
1050
Armstrong Advisory Group
Massachusetts
$19.3K -$4.43K -46 -19%
40 41
42
43 44