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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 %
TCM
1151
TD Capital Management
Tennessee
$1.93K -$385 -4 -17%
RWA
1152
Redmont Wealth Advisors
Illinois
$1.83K – – –
VWA
1153
Valued Wealth Advisors
Utah
$1.64K – – –
PCMC
1154
Planning Capital Management Corporation
Pennsylvania
$1.64K – – –
1IA
1155
1620 Investment Advisors
Massachusetts
$1.64K +$1.64K +17 New
SWC
1156
Spectrum Wealth Counsel
Indiana
$1.54K – – –
DWM
1157
Dogwood Wealth Management
Kansas
$1.49K +$93 +1 +7%
TCA
1158
Trifecta Capital Advisors
Illinois
$1.44K – – –
NL
1159
NVWM LLC
Pennsylvania
$1.44K +$481 +5 +50%
CB
1160
Chris Bulman
California
$1.44K +$1.44K +15 New
WPA
1161
West Paces Advisors
Georgia
$1.35K – – –
BWL
1162
Bogart Wealth LLC
Virginia
$1.35K – – –
TJHA
1163
Thomas J. Herzfeld Advisors
Florida
$1.25K +$1.25K +13 New
GWM
1164
Guardian Wealth Management
Illinois
$1.21K – – –
FC
1165
Fairscale Capital
New Hampshire
$1.2K +$1.2K +12 New
TWD
1166
True Wealth Design
Ohio
$1.16K +$289 +3 +33%
GPFA
1167
Game Plan Financial Advisors
Ohio
$1.16K – – –
PWM
1168
Partnership Wealth Management
Maryland
$1.12K – – –
FW
1169
Fairway Wealth
Ohio
$963 +$963 +10 New
IHWM
1170
Iron Horse Wealth Management
Iowa
$866 – – –
NMG
1171
New Millennium Group
Utah
$866 +$866 +9 New
FG
1172
Fairman Group
Pennsylvania
$770 – – –
CAM
1173
ClariVest Asset Management
California
$576 – – –
WWM
1174
Wolff Wiese Magana
California
$482 +$482 +5 New
HWP
1175
Highline Wealth Partners
California
$289 +$289 +3 New
45 46
47
48 49