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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
$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 %
WPA
1176
West Paces Advisors
Georgia
$1.39K -$1.69K -17 -55%
ACA
1177
Atlas Capital Advisors
Wyoming
$1.39K -$134K -1,350 -99%
GWM
1178
Guardian Wealth Management
Illinois
$1.25K – – –
GPFA
1179
Game Plan Financial Advisors
Ohio
$1.19K – – –
PWM
1180
Partnership Wealth Management
Maryland
$1.15K – – –
GTAM
1181
Global Trust Asset Management
Florida
$1.09K – – –
NL
1182
NVWM LLC
Pennsylvania
$993 +$993 +10 New
TWD
1183
True Wealth Design
Ohio
$894 -$2.38K -24 -73%
IHWM
1184
Iron Horse Wealth Management
Iowa
$893 +$893 +9 New
FG
1185
Fairman Group
Pennsylvania
$794 – – –
CAM
1186
ClariVest Asset Management
California
$599 – – –
JPWM
1187
Jamison Private Wealth Management
Georgia
$497 +$497 +5 New
DWA
1188
Delos Wealth Advisors
Texas
$199 -$299 -3 -60%
PA
1189
PSI Advisors
Florida
$199 – – –
MIA
1190
MeadowBrook Investment Advisors
Michigan
$199 – – –
TWP
1191
TFO Wealth Partners
Ohio
$199 – – –
CET
1192
Clean Energy Transition
United Kingdom
– -$30.3M -339,075 Closed
LF
1193
Longbow Finance
Switzerland
– -$7.34M -82,034 Closed
GBWM
1194
Granite Bay Wealth Management
New Hampshire
– -$4.19M -50,400 Closed
BNP Paribas Financial Markets
1195
BNP Paribas Financial Markets
France
– -$4.2M -46,982 Closed
ACM
1196
Aquatic Capital Management
Illinois
– -$3.26M -36,400 Closed
EP
1197
Edgestream Partners
New Jersey
– -$3.09M -34,526 Closed
MHS
1198
M Holdings Securities
Oregon
– -$2.55M -28,548 Closed
QCM
1199
Qsemble Capital Management
New York
– -$2.3M -25,707 Closed
Adage Capital Partners
1200
Adage Capital Partners
Massachusetts
– -$2.02M -22,586 Closed
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