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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 %
CT
1201
ClearAlpha Technologies
Connecticut
– -$1.65M -18,431 Closed
PI
1202
PEAK6 Investments
Illinois
– -$1.21M -13,511 Closed
SSWM
1203
Smith Salley Wealth Management
North Carolina
– -$1.11M -12,437 Closed
PRC
1204
Pearl River Capital
Michigan
– -$1.06M -11,895 Closed
FI
1205
FJ Investments
Utah
– -$961K -10,746 Closed
SEC
1206
Seven Eight Capital
New York
– -$942K -10,530 Closed
GS
1207
GTS Securities
New York
– -$810K -9,052 Closed
FHB
1208
First Hawaiian Bank
Hawaii
– -$693K -7,748 Closed
CC
1209
Centiva Capital
New York
– -$685K -7,655 Closed
AWM
1210
AE Wealth Management
Kansas
– -$674K -7,607 Closed
SCM
1211
Stevens Capital Management
Pennsylvania
– -$676K -7,555 Closed
CWP
1212
Curated Wealth Partners
California
– -$670K -7,493 Closed
OR
1213
Olympiad Research
Connecticut
– -$536K -5,986 Closed
PCM
1214
Prelude Capital Management
New York
– -$536K -5,986 Closed
Simplex Trading
1215
Simplex Trading
Illinois
– -$452K -5,059 Closed
GFA
1216
Gifford Fong Associates
California
– -$447K -5,000 Closed
Balyasny Asset Management
1217
Balyasny Asset Management
Illinois
– -$404K -4,514 Closed
SIA
1218
Schechter Investment Advisors
Michigan
– -$323K -3,607 Closed
FFN
1219
Focus Financial Network
Minnesota
– -$312K -3,483 Closed
LRPA
1220
L. Roy Papp & Associates
Arizona
– -$307K -3,431 Closed
SWM
1221
Scissortail Wealth Management
Oklahoma
– -$288K -3,229 Closed
SNB
1222
Security National Bank
Nebraska
– -$289K -3,226 Closed
FMLI
1223
Fukoku Mutual Life Insurance
Japan
– -$285K -3,191 Closed
MWM
1224
Meridian Wealth Management
Kentucky
– -$281K -3,146 Closed
FB
1225
Fulton Bank
Pennsylvania
– -$274K -3,062 Closed
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