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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 %
S
1076
Sachetta
Massachusetts
$11.4K +$94 +1 +0.8%
SN
1077
Sittner & Nelson
Oregon
$11.4K – – –
ETC
1078
Exchange Traded Concepts
Oklahoma
$11.3K -$42.6K -443 -79%
MFA
1079
McClarren Financial Advisors
Pennsylvania
$11K -$13.9K -121 -56%
RP
1080
Raelipskie Partnership
Ontario, Canada
$11K – – –
1832 Asset Management
1081
1832 Asset Management
Ontario, Canada
$11K +$963 +10 +10%
CFS
1082
CGC Financial Services
Oregon
$10.6K – – –
DF
1083
DecisionPoint Financial
Arizona
$10.4K – – –
TCG
1084
Transcendent Capital Group
Oklahoma
$10.2K – – –
PWMG
1085
Private Wealth Management Group
New Jersey
$10.1K – – –
CFG
1086
CKW Financial Group
Hawaii
$10K – – –
FPB
1087
First PREMIER Bank
South Dakota
$10K – – –
PP
1088
PrairieView Partners
Minnesota
$10K – – –
HGERS
1089
Householder Group Estate & Retirement Specialist
Arizona
$10K – – –
MHR
1090
Matthew Hamilton Rosenberg
$9.97K -$7.88K -83 -44%
FPFS
1091
First Personal Financial Services
North Carolina
$9.63K – – –
RCM
1092
Raleigh Capital Management
North Carolina
$9.63K +$481 +5 +5%
Kayne Anderson Rudnick Investment Management
1093
Kayne Anderson Rudnick Investment Management
California
$9.05K – – –
FMP
1094
Financial Management Professionals
Texas
$9K -$5.5K -55 -38%
LJHT
1095
Laurie J. Hall Trustee
$9K – – –
BGAI
1096
Bruce G. Allen Investments
Colorado
$8.95K – – –
APC
1097
Aspire Private Capital
North Carolina
$8.28K -$963 -10 -10%
TSWM
1098
Tyler-Stone Wealth Management
Ohio
$8.28K – – –
WIA
1099
Wetzel Investment Advisors
Indiana
$7.45K -$8.84K -89 -54%
AssetMark Inc
1100
AssetMark Inc
California
$7.12K +$4.14K +43 +139%
42 43
44
45 46