OTIS icon

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
$1.92B
2
Franklin Resources
Franklin Resources
California
$447M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$794M
4
SP
Sarasin & Partners
United Kingdom
$398M
5
PAM
PineStone Asset Management
Quebec, Canada
$264M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$2.66M
2
AC
AKO Capital
United Kingdom
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$32.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
$267M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
1101
ORG Partners
Indiana
$7.12K – – –
VNA
1102
Valley National Advisers
Pennsylvania
$7K +$438 +5 +7%
AWM
1103
Abound Wealth Management
Tennessee
$6.96K -$483 -5 -6%
RWPA
1104
Richard W. Paul & Associates
Michigan
$6.93K -$578 -6 -8%
BIM
1105
Breakwater Investment Management
Washington
$6.93K – – –
MSWM
1106
Mowery & Schoenfeld Wealth Management
Illinois
$6.74K – – –
PWA
1107
Provenance Wealth Advisors
Florida
$6.74K – – –
WWP
1108
WR Wealth Planners
Missouri
$6.74K +$674 +7 +11%
TIM
1109
Thompson Investment Management
Wisconsin
$6.45K – – –
SS
1110
Sunbelt Securities
Texas
$6.35K +$1.35K +14 +27%
TCM
1111
TruNorth Capital Management
Michigan
$6.26K +$6.26K +65 New
CAM
1112
Creekmur Asset Management
Illinois
$6.12K +$96 +1 +2%
AW
1113
Avion Wealth
Texas
$6K +$1.39K +15 +30%
MSG
1114
Main Street Group
Virginia
$5.89K -$285 -3 -5%
MCM
1115
MidAtlantic Capital Management
Virginia
$5.78K -$5.78K -60 -50%
BFA
1116
BBJS Financial Advisors
Washington
$5.78K +$5.78K +60 New
SR
1117
Syntax Research
Florida
$5.68K – – –
CBT
1118
Central Bank & Trust
Kentucky
$5.58K – – –
TVWM
1119
Tower View Wealth Management
Wisconsin
$5.56K – – –
GJIA
1120
Glass Jacobson Investment Advisors
Maryland
$5.31K – – –
FFO
1121
Fortitude Family Office
Arizona
$5.29K – – –
GJWM
1122
Gilliland Jeter Wealth Management
Arkansas
$5.01K – – –
HIIFS
1123
Harel Insurance Investments & Financial Services
Israel
$5K – – –
LAM
1124
Lummis Asset Management
Texas
$4.81K – – –
PFSC
1125
Peoples Financial Services Corp
Pennsylvania
$4.81K – – –
43 44
45
46 47