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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
$1.11B
2
Franklin Resources
Franklin Resources
California
$264M
3
AllianceBernstein
AllianceBernstein
Tennessee
$2.14B
4
CF
Canoe Financial
Alberta, Canada
$101M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$229M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.29B
2
Capital Research Global Investors
Capital Research Global Investors
California
$350M
3
Dodge & Cox
Dodge & Cox
California
$2.21M
4
PAM
PineStone Asset Management
Quebec, Canada
$186M
5
Boston Partners
Boston Partners
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
1101
First PREMIER Bank
South Dakota
$10K – – –
FPFS
1102
First Personal Financial Services
North Carolina
$9.93K – – –
APC
1103
Aspire Private Capital
North Carolina
$9.53K +$993 +10 +12%
RCM
1104
Raleigh Capital Management
North Carolina
$9.43K +$5.96K +60 +171%
Kayne Anderson Rudnick Investment Management
1105
Kayne Anderson Rudnick Investment Management
California
$9.33K – – –
KWAG
1106
Kiely Wealth Advisory Group
North Carolina
$9.31K – – –
BGAI
1107
Bruce G. Allen Investments
Colorado
$9.23K +$199 +2 +2%
LJHT
1108
Laurie J. Hall Trustee
$9K – – –
TSWM
1109
Tyler-Stone Wealth Management
Ohio
$8.54K – – –
FFA
1110
Frazier Financial Advisors
Ohio
$7.94K – – –
RWPA
1111
Richard W. Paul & Associates
Michigan
$7.74K – – –
AWM
1112
Abound Wealth Management
Tennessee
$7.68K – – –
MAWCM
1113
Mine & Arao Wealth Creation & Management
California
$7.45K – – –
OP
1114
ORG Partners
Indiana
$7.39K +$7.39K +75 New
MAM
1115
Meeder Asset Management
Ohio
$7.35K +$7.35K +74 New
BIM
1116
Breakwater Investment Management
Washington
$7.15K +$7.15K +72 New
VNA
1117
Valley National Advisers
Pennsylvania
$7K +$933 +10 +15%
MSWM
1118
Mowery & Schoenfeld Wealth Management
Illinois
$6.95K – – –
PWA
1119
Provenance Wealth Advisors
Florida
$6.95K – – –
PK
1120
Pflug Koory
Nebraska
$6.86K – – –
TIM
1121
Thompson Investment Management
Wisconsin
$6.65K – – –
MSG
1122
Main Street Group
Virginia
$6.41K – – –
CAM
1123
Creekmur Asset Management
Illinois
$6.29K – – –
SL
1124
Salomon & Ludwin
Virginia
$6.25K -$1.79K -18 -22%
WWP
1125
WR Wealth Planners
Missouri
$6.25K +$6.25K +63 New
43 44
45
46 47