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Otis Worldwide
OTIS

Overview Fund Activity

1,216 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, 416 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.19%
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
416
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 Holding Trade Value Shares
Change 		Shares
Change %
SIC
1051
SJS Investment Consulting
Ohio
$26.2K -$3.43K -37 -12%
PMFA
1052
Plante Moran Financial Advisors
Michigan
$26.2K -$102K -1,102 -80%
MWM
1053
Mascoma Wealth Management
New Hampshire
$25.8K +$2.69K +29 +12%
T
1054
Transce3nd
Texas
$24.7K +$24.7K +267 New
AIC
1055
Archer Investment Corporation
Indiana
$24.4K – – –
CAM
1056
Costello Asset Management
Pennsylvania
$24.3K – – –
AAG
1057
Armstrong Advisory Group
Massachusetts
$23.6K +$5K +54 +27%
MFS
1058
Mattson Financial Services
Michigan
$23.4K +$23.4K +225 New
OCM
1059
Osterweis Capital Management
California
$23.2K – – –
LB
1060
Legacy Bridge
Iowa
$23.2K – – –
CWP
1061
Concord Wealth Partners
Virginia
$23.2K – – –
MAM
1062
Meeder Asset Management
Ohio
$23.1K +$16.5K +178 +251%
RTC
1063
Riverview Trust Company
Washington
$22.4K – – –
C
1064
Covestor
United Kingdom
$22K -$79.2K -850 -78%
SWM
1065
Sugarloaf Wealth Management
Georgia
$21.8K – – –
CPBTD
1066
Central Pacific Bank - Trust Division
Hawaii
$21.8K – – –
CBT
1067
Crews Bank & Trust
Florida
$21.8K +$21.8K +235 New
NFSG
1068
Newbridge Financial Services Group
Florida
$21.6K +$1.2K +13 +6%
WBC
1069
West Branch Capital
Massachusetts
$21.5K – – –
BCPWM
1070
Bradley & Co Private Wealth Management
Florida
$21.3K +$21.3K +230 New
DSC
1071
Duncker Streett & Co
Missouri
$21.1K -$6.21K -67 -23%
DIP
1072
DT Investment Partners
Pennsylvania
$21K – – –
WA
1073
Whipplewood Advisors
Colorado
$20.2K +$20.2K +218 New
PWA
1074
Physician Wealth Advisors
Utah
$19.9K +$19.9K +215 New
B
1075
Birchbrook
Maine
$19.6K – – –
41 42
43
44 45