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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
+$287M
2
Franklin Resources
Franklin Resources
California
+$248M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$236M
4
CF
Canoe Financial
Alberta, Canada
+$101M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$91.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.24B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$525M
3
Dodge & Cox
Dodge & Cox
California
-$497M
4
PAM
PineStone Asset Management
Quebec, Canada
-$145M
5
Boston Partners
Boston Partners
Massachusetts
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SR
1126
Syntax Research
Florida
$5.86K – – –
CBT
1127
Central Bank & Trust
Kentucky
$5.76K +$5.76K +58 New
TVWM
1128
Tower View Wealth Management
Wisconsin
$5.73K – – –
FWM
1129
FSA Wealth Management
Massachusetts
$5.69K – – –
FFO
1130
Fortitude Family Office
Arizona
$5.46K – – –
GJIA
1131
Glass Jacobson Investment Advisors
Maryland
$5.46K – – –
GFL
1132
Granite FO LLC
New Hampshire
$5.32K – – –
SS
1133
Sunbelt Securities
Texas
$5.16K – – –
GJWM
1134
Gilliland Jeter Wealth Management
Arkansas
$5.16K +$5.16K +52 New
HIIFS
1135
Harel Insurance Investments & Financial Services
Israel
$5K – – –
AW
1136
Avion Wealth
Texas
$5K – – –
WIM
1137
Westside Investment Management
California
$4.96K -$9.93K -100 -67%
NFSG
1138
Newbridge Financial Services Group
Florida
$4.96K -$4.37K -44 -47%
LAM
1139
Lummis Asset Management
Texas
$4.96K – – –
BL
1140
BFSG LLC
California
$4.96K +$4.96K +50 New
DMIC
1141
Dixon Mitchell Investment Counsel
British Columbia, Canada
$4.96K +$4.96K +50 New
PFSC
1142
Peoples Financial Services Corp
Pennsylvania
$4.96K – – –
HI
1143
Hoey Investments
Pennsylvania
$4.57K – – –
TFA
1144
Toth Financial Advisory
Virginia
$4.47K – – –
ME
1145
McIlrath & Eck
Washington
$4.47K – – –
SWA
1146
SOA Wealth Advisors
New York
$3.97K – – –
FGA
1147
Fortis Group Advisors
New Jersey
$3.77K -$3.77K -38 -50%
CWM
1148
Cranbrook Wealth Management
Michigan
$3.67K – – –
DF
1149
Dunhill Financial
United Kingdom
$3.2K +$500 +5 +19%
AssetMark Inc
1150
AssetMark Inc
California
$3.08K -$31.7K -319 -91%
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