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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 %
CRI
1226
Colonial River Investments
Virginia
– -$253K -2,831 Closed
APP
1227
Avantax Planning Partners
Iowa
– -$251K -2,809 Closed
TSS
1228
Two Sigma Securities
New York
– -$247K -2,761 Closed
SWA
1229
Stratos Wealth Advisors
Ohio
– -$242K -2,705 Closed
EAM
1230
Erste Asset Management
Austria
– -$242K -2,701 Closed
CCM
1231
Cullen Capital Management
New York
– -$237K -2,646 Closed
MYIA
1232
Mount Yale Investment Advisors
Colorado
– -$228K -2,551 Closed
CA
1233
Cullinan Associates
Kentucky
– -$228K -2,550 Closed
CWM
1234
Congress Wealth Management
Massachusetts
– -$215K -2,407 Closed
HT
1235
Headlands Technologies
Illinois
– -$209K -2,341 Closed
CFAM
1236
Center For Asset Management
Florida
– -$209K -2,334 Closed
NPA
1237
Nichols & Pratt Advisers
Massachusetts
– -$207K -2,315 Closed
MC
1238
Middleton & Co
Massachusetts
– -$206K -2,300 Closed
SRL
1239
Scientech Research LLC
New Jersey
– -$205K -2,288 Closed
PHK
1240
Point72 Hong Kong
Hong Kong
– -$204K -2,275 Closed
BCV
1241
Banque Cantonale Vaudoise
Switzerland
– -$197K -2,207 Closed
RIM
1242
Rockbridge Investment Management
New York
– -$76.5K -855 Closed
GWS
1243
Glassman Wealth Services
Virginia
– -$71.8K -803 Closed
DAC
1244
Dividend Assets Capital
South Carolina
– -$69K -775 Closed
EC
1245
EntryPoint Capital
New York
– -$40.4K -452 Closed
CG
1246
Cutler Group
California
– -$35K -400 Closed
TCWA
1247
Turtle Creek Wealth Advisors
Texas
– -$28.2K -315 Closed
PS
1248
Planned Solutions
California
– -$16.6K -186 Closed
NFA
1249
Northwest Financial Advisors
Virginia
– -$16.1K -180 Closed
FBC
1250
Fairfield, Bush & Co
Connecticut
– -$15.3K -171 Closed
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