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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 %
LNC
1201
Lincoln National Corp
Pennsylvania
– -$658K -6,624 Closed
SFFS
1202
Stonehage Fleming Financial Services
Jersey
– -$513K -6,170 Closed
GCM
1203
Graham Capital Management
Connecticut
– -$556K -5,600 Closed
GEM
1204
Global Endowment Management
North Carolina
– -$517K -5,205 Closed
A
1205
AustralianSuper
Australia
– -$449K -4,557 Closed
AIM
1206
Aigen Investment Management
New York
– -$404K -4,067 Closed
BAM
1207
Blueshift Asset Management
New Jersey
– -$376K -3,784 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1208
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$298K -3,000 Closed
CW
1209
CreativeOne Wealth
Kansas
– -$288K -2,904 Closed
ZIC
1210
ZWJ Investment Counsel
Georgia
– -$283K -2,854 Closed
GLA
1211
Great Lakes Advisors
Illinois
– -$244K -2,461 Closed
WFAG
1212
Wescott Financial Advisory Group
Pennsylvania
– -$244K -2,460 Closed
DFCM
1213
Dark Forest Capital Management
Puerto Rico
– -$243K -2,450 Closed
CSS
1214
Cubist Systematic Strategies
Connecticut
– -$241K -2,431 Closed
AA
1215
Advisory Alpha
Michigan
– -$240K -2,416 Closed
Capstone Investment Advisors
1216
Capstone Investment Advisors
New York
– -$237K -2,386 Closed
BPWM
1217
Badgley Phelps Wealth Managers
Washington
– -$228K -2,300 Closed
NRD
1218
Nebula Research & Development
New York
– -$225K -2,265 Closed
AA
1219
AJ Advisors
Tennessee
– -$224K -2,255 Closed
BCA
1220
Bay Colony Advisors
Massachusetts
– -$224K -2,252 Closed
HIC
1221
Hartline Investment Corp
Illinois
– -$224K -2,252 Closed
FCI
1222
Financial Counselors Inc
Kansas
– -$212K -2,131 Closed
FFP
1223
FourThought Financial Partners
Florida
– -$208K -2,095 Closed
UFA
1224
US Financial Advisors
Massachusetts
– -$208K -2,094 Closed
SC
1225
Savoie Capital
Illinois
– -$200K -2,019 Closed
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