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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 %
OW
1051
Olistico Wealth
Oklahoma
$19.3K +$19.3K +200 New
BC
1052
Barrett & Company
Rhode Island
$19.3K – – –
RTL
1053
Red Tortoise LLC
Georgia
$19.1K – – –
HCP
1054
Hexagon Capital Partners
Arkansas
$18.2K -$289 -3 -2%
CP
1055
Castleview Partners
Texas
$17.6K -$7.99K -83 -31%
FP
1056
Financial Perspectives
Minnesota
$17.3K – – –
NRG
1057
Nemes Rush Group
Michigan
$17.2K -$10.8K -112 -38%
AF
1058
Advisornet Financial
Minnesota
$17.2K +$96 +1 +0.6%
GKIM
1059
GW&K Investment Management
Massachusetts
$17K +$1.17K +12 +7%
CMA
1060
Cedar Mountain Advisors
Oregon
$16.6K +$96 +1 +0.6%
TLA
1061
Tanglewood Legacy Advisors
Texas
$16.1K – – –
TFGT
1062
TS Financial Group (TSFG)
Illinois
$16K – – –
CYG
1063
Clean Yield Group
Vermont
$15.8K – – –
EDRH
1064
Edmond de Rothschild Holding
Switzerland
$14.4K – – –
AFS
1065
Annapolis Financial Services
Maryland
$14.4K – – –
KWAG
1066
Kiely Wealth Advisory Group
North Carolina
$14.2K +$4.98K +54 +54%
FWA
1067
FSC Wealth Advisors
New York
$13.9K – – –
ZRP
1068
Zynergy Retirement Planning
New Jersey
$13.5K +$13.5K +140 New
CAC
1069
Core Alternative Capital
Georgia
$13.4K – – –
FFA
1070
Frazier Financial Advisors
Ohio
$13.3K +$5.59K +58 +73%
GI
1071
Gradient Investments
Minnesota
$13.1K +$3.08K +32 +31%
PPC
1072
Park Place Capital
Alabama
$12.2K -$63.4K -659 -84%
TIM
1073
Tortoise Investment Management
New York
$12K – – –
AAG
1074
Accordant Advisory Group
Maryland
$12K +$12K +125 New
CCM
1075
Chilton Capital Management
Texas
$11.9K +$10.5K +109 +727%
41 42
43
44 45