OTIS icon

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 %
DFA
1151
DHJJ Financial Advisors
Illinois
$2.88K – – –
GWSG
1152
GPS Wealth Strategies Group
Colorado
$2.78K – – –
FFL
1153
Financial Freedom LLC
Ohio
$2.73K – – –
MFT
1154
Moisand Fitzgerald Tamayo
Florida
$2.68K – – –
PP
1155
PFS Partners
New Jersey
$2.6K – – –
ECM
1156
Everence Capital Management
Indiana
$2.52K – – –
PCFFS
1157
Pacific Center for Financial Services
California
$2.48K – – –
DPW
1158
DiNuzzo Private Wealth
Pennsylvania
$2.38K -$99 -1 -4%
CPA
1159
Clear Point Advisors
New York
$2.38K – – –
TCM
1160
TD Capital Management
Tennessee
$2.38K +$397 +4 +20%
TLCM
1161
Twin Lakes Capital Management
California
$2.29K – – –
NCM
1162
Northwest Capital Management
Oregon
$2.28K – – –
AP
1163
Aspect Partners
Virginia
$2.28K +$298 +3 +15%
OAJ
1164
Ogorek Anthony Joseph
New York
$2K – – –
SSG
1165
Summit Securities Group
New York
$2K +$1.9K +19 +1,900%
RWA
1166
Redmont Wealth Advisors
Illinois
$1.89K +$1.89K +19 New
SRCM
1167
Signature Resources Capital Management
California
$1.88K – – –
GA
1168
GoalVest Advisory
New York
$1.79K +$1.79K +18 New
PCMC
1169
Planning Capital Management Corporation
Pennsylvania
$1.69K -$4.97K -50 -75%
VWA
1170
Valued Wealth Advisors
Utah
$1.69K – – –
SWC
1171
Spectrum Wealth Counsel
Indiana
$1.59K +$1.59K +16 New
DWM
1172
Dogwood Wealth Management
Kansas
$1.53K – – –
CCM
1173
Chilton Capital Management
Texas
$1.49K – – –
TCA
1174
Trifecta Capital Advisors
Illinois
$1.49K – – –
BWL
1175
Bogart Wealth LLC
Virginia
$1.39K -$5.06K -51 -78%
45 46
47
48 49