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Otis Worldwide
OTIS

Overview Fund Activity

1,188 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 351 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.19%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
351
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.92B
2
Franklin Resources
Franklin Resources
California
$775M
3
VanEck Associates
VanEck Associates
New York
$233M
4
MMH
Menora Mivtachim Holdings
Israel
$311M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$74.3M

Top Sellers

1
BlackRock
BlackRock
New York
$3.38B
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$93.8M
3
CF
Canoe Financial
Alberta, Canada
$13.5M
4
Boston Partners
Boston Partners
Massachusetts
$134M
5
Morgan Stanley
Morgan Stanley
New York
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1151
Cape Investment Advisory
Georgia
$2.39K +$2.39K +23 New
GC
1152
Globeflex Capital
California
$2.29K +$2.29K +22 New
BGA
1153
Battery Global Advisors
Massachusetts
$2.29K +$2.29K +22 New
SRCM
1154
Signature Resources Capital Management
California
$2.18K – – –
AP
1155
Aspect Partners
Virginia
$2.08K -$312 -3 -13%
TCM
1156
TD Capital Management
Tennessee
$2.08K – – –
VNA
1157
Valley National Advisers
Pennsylvania
$2K -$6K -60 -75%
OAJ
1158
Ogorek Anthony Joseph
New York
$2K – – –
IAIM
1159
International Assets Investment Management
Florida
$1.99K +$1.98K +205,427 +11,799%
RWA
1160
Redmont Wealth Advisors
Illinois
$1.98K – – –
IHWM
1161
Iron Horse Wealth Management
Iowa
$1.87K +$935 +9 +100%
VWA
1162
Valued Wealth Advisors
Utah
$1.77K – – –
DWM
1163
Dogwood Wealth Management
Kansas
$1.62K – – –
TCA
1164
Trifecta Capital Advisors
Illinois
$1.56K – – –
ACA
1165
Atlas Capital Advisors
Wyoming
$1.46K -$140K -1,350 -99%
WPA
1166
West Paces Advisors
Georgia
$1.46K – – –
BWL
1167
Bogart Wealth LLC
Virginia
$1.46K – – –
GWM
1168
Guardian Wealth Management
Illinois
$1.35K – – –
TWD
1169
True Wealth Design
Ohio
$1.25K – – –
FC
1170
Fairscale Capital
New Hampshire
$1.25K – – –
GPFA
1171
Game Plan Financial Advisors
Ohio
$1.25K – – –
PWM
1172
Partnership Wealth Management
Maryland
$1.21K – – –
FMP
1173
Financial Management Professionals
Texas
$1K -$6.5K -78 -87%
1IA
1174
1620 Investment Advisors
Massachusetts
$941 -$836 -8 -47%
NMG
1175
New Millennium Group
Utah
$935 – – –
45 46
47
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