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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
$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 %
WIM
1126
Westside Investment Management
California
$4.81K – – –
NFSG
1127
Newbridge Financial Services Group
Florida
$4.81K – – –
MWA
1128
MFA Wealth Advisors
Pennsylvania
$4.72K +$4.72K +49 New
FGAM
1129
Financial Gravity Asset Management
Texas
$4.62K -$5.68K -59 -55%
SL
1130
Salomon & Ludwin
Virginia
$4.43K -$1.64K -17 -27%
HI
1131
Hoey Investments
Pennsylvania
$4.43K – – –
TFA
1132
Toth Financial Advisory
Virginia
$4.33K – – –
ME
1133
McIlrath & Eck
Washington
$4.33K – – –
DF
1134
Dunhill Financial
United Kingdom
$3.86K +$771 +8 +25%
SWA
1135
SOA Wealth Advisors
New York
$3.85K – – –
FGA
1136
Fortis Group Advisors
New Jersey
$3.66K – – –
PGAM
1137
Princeton Global Asset Management
New Jersey
$3.47K +$3.47K +36 New
DFA
1138
DHJJ Financial Advisors
Illinois
$2.79K – – –
DPW
1139
DiNuzzo Private Wealth
Pennsylvania
$2.7K +$385 +4 +17%
FFL
1140
Financial Freedom LLC
Ohio
$2.65K +$95 +1 +4%
MFT
1141
Moisand Fitzgerald Tamayo
Florida
$2.6K – – –
PP
1142
PFS Partners
New Jersey
$2.53K – – –
UWS
1143
Unique Wealth Strategies
Illinois
$2.48K +$2.48K +25 New
PCFFS
1144
Pacific Center for Financial Services
California
$2.41K – – –
ECM
1145
Everence Capital Management
Indiana
$2.32K – – –
CPA
1146
Clear Point Advisors
New York
$2.31K – – –
TLCM
1147
Twin Lakes Capital Management
California
$2.23K – – –
AP
1148
Aspect Partners
Virginia
$2.21K – – –
SRCM
1149
Signature Resources Capital Management
California
$2.02K – – –
OAJ
1150
Ogorek Anthony Joseph
New York
$2K – – –
44 45
46
47 48