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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 %
DWA
1176
Delos Wealth Advisors
Texas
$193 – – –
MIA
1177
MeadowBrook Investment Advisors
Michigan
$193 – – –
PA
1178
PSI Advisors
Florida
$193 – – –
AC
1179
AKO Capital
United Kingdom
– -$75.6M -761,938 Closed
Qube Research & Technologies (QRT)
1180
Qube Research & Technologies (QRT)
United Kingdom
– -$44.1M -444,205 Closed
Renaissance Technologies
1181
Renaissance Technologies
New York
– -$40.6M -409,200 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1182
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$21.5M -216,200 Closed
AIG
1183
American International Group
New York
– -$10.7M -107,841 Closed
Holocene Advisors
1184
Holocene Advisors
New York
– -$8.49M -85,494 Closed
AP
1185
Advisors Preferred
Maryland
– -$8.34M -84,652 Closed
EW
1186
Evoke Wealth
California
– -$5.85M -58,980 Closed
YIH
1187
Y-Intercept (HK)
Hong Kong
– -$5.21M -52,515 Closed
OQS
1188
Occudo Quantitative Strategies
Florida
– -$4.84M -48,793 Closed
Marshall Wace
1189
Marshall Wace
United Kingdom
– -$3.31M -33,369 Closed
LOAME
1190
Lombard Odier Asset Management (Europe)
United Kingdom
– -$2.3M -23,142 Closed
AFA
1191
Abacus FCF Advisors
Florida
– -$1.92M -19,346 Closed
SPA
1192
Sherbrooke Park Advisers
New York
– -$1.89M -19,082 Closed
CANY
1193
Caxton Associates (New York)
New York
– -$1.66M -16,728 Closed
MLICM
1194
Metropolitan Life Insurance Company (MetLife)
New York
– -$1.62M -16,353 Closed
WorldQuant Millennium Advisors
1195
WorldQuant Millennium Advisors
New York
– -$1.37M -13,754 Closed
LOAMS
1196
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.24M -12,502 Closed
MC
1197
Machina Capital
France
– -$1.18M -11,872 Closed
XT
1198
XTX Topco
Cayman Islands
– -$1.17M -11,804 Closed
BHCM
1199
Brevan Howard Capital Management
Jersey
– -$997K -10,042 Closed
AIMCA
1200
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$824K -8,300 Closed
46 47
48
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