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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 %
CA
1026
Continuum Advisory
Idaho
$35.6K 384 +3 +0.8%
HWM
1027
Hemington Wealth Management
Virginia
$35K 383 +42 +12%
OCM
1028
Orion Capital Management
California
$34.7K 375 +375 New
GSWM
1029
Golden State Wealth Management
California
$34.5K 372 +372 New
FWA
1030
Flagship Wealth Advisors
Massachusetts
$34.1K 368 +368 New
HC
1031
Hara Capital
Washington
$33.3K 360 +180 +100%
CWM
1032
Centricity Wealth Management
Ohio
$32.9K 355 +355 New
PAG
1033
Paladin Advisory Group
Iowa
$32.7K 353 – –
BCA
1034
Bray Capital Advisors
Florida
$32.4K 350 – –
ACA
1035
American Capital Advisory
Idaho
$31.1K 336 – –
OC
1036
Oakworth Capital
Alabama
$30.6K 330 – –
CCA
1037
Criterion Capital Advisors
Tennessee
$30.2K 314 – –
HFS
1038
Hantz Financial Services
Michigan
$30K 319 +18 +6%
AWM
1039
Atticus Wealth Management
Florida
$29.8K 322 – –
PWMG
1040
Prestige Wealth Management Group
New Jersey
$29.8K 322 – –
FFO
1041
Fortitude Family Office
Arizona
$29.8K 322 +267 +485%
MTIC
1042
Missouri Trust & Investment Company
Missouri
$29.6K 320 -25 -7%
IFS
1043
Intelligent Financial Strategies
Minnesota
$29.3K 316 – –
ACM
1044
Aster Capital Management
United Arab Emirates
$28.1K 303 +303 New
FUBT
1045
First United Bank & Trust
Maryland
$27.8K 300 -25 -8%
UCB
1046
United Community Bank
South Carolina
$27.8K 300 – –
CTC
1047
Cetera Trust Company
Minnesota
$27.8K 300 – –
CB
1048
CNB Bank
Pennsylvania
$27K 292 – –
SC
1049
Stance Capital
Massachusetts
$26.9K 291 +291 New
SIC
1050
SJS Investment Consulting
Ohio
$26.2K 283 -37 -12%
40 41
42
43 44