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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 %
DIP
1051
DT Investment Partners
Pennsylvania
$22.5K – – –
AAG
1052
Armstrong Advisory Group
Massachusetts
$22.1K – – –
VWM
1053
Venturi Wealth Management
Texas
$22K +$6.75K +68 +44%
MFA
1054
McClarren Financial Advisors
Pennsylvania
$22K – – –
TF
1055
Tompkins Financial
New York
$21.5K – – –
B
1056
Birchbrook
Maine
$21K – – –
GEA
1057
Glen Eagle Advisors
New Jersey
$20.7K – – –
PAM
1058
Palisade Asset Management
Minnesota
$20.5K +$20.5K +206 New
SFCL
1059
Strengthening Families & Communities LLC
Massachusetts
$20K – – –
BC
1060
Barrett & Company
Rhode Island
$19.9K – – –
RAM
1061
Riggs Asset Management
Pennsylvania
$19.8K – – –
RTL
1062
Red Tortoise LLC
Georgia
$19.7K – – –
HCM
1063
Highlander Capital Management
New Jersey
$19.5K – – –
HCP
1064
Hexagon Capital Partners
Arkansas
$19.1K -$5.56K -56 -23%
MHR
1065
Matthew Hamilton Rosenberg
$18.5K – – –
FP
1066
Financial Perspectives
Minnesota
$17.9K – – –
AF
1067
Advisornet Financial
Minnesota
$17.7K -$16.1K -162 -48%
CMA
1068
Cedar Mountain Advisors
Oregon
$17.1K – – –
WOC
1069
West Oak Capital
California
$17K – – –
MA
1070
MCF Advisors
Kentucky
$17K – – –
TLA
1071
Tanglewood Legacy Advisors
Texas
$16.6K – – –
CYG
1072
Clean Yield Group
Vermont
$16.3K – – –
VCM
1073
Versant Capital Management
Arizona
$16.3K – – –
RA
1074
Rise Advisors
New York
$16.1K +$15.4K +155 +2,214%
SIS
1075
Sound Income Strategies
Florida
$16.1K -$298 -3 -2%
41 42
43
44 45