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Otis Worldwide
OTIS

Overview Fund Activity

1,179 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, 451 reducing their positions, and 72 closing their positions.

Holders
1,179
Holders Change
-12
Holders Change %
-1.01%
% of All Funds
17.15%
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
451
Closed
72
Calls
$142M
Puts
$46.8M
Net Calls
+$94.7M
Net Calls Change
-$27.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.92B
2
Franklin Resources
2
Franklin Resources
California
$447M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$794M
4
SP
4
Sarasin & Partners
United Kingdom
$398M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$264M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.66M
2
AC
2
AKO Capital
United Kingdom
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$32.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$267M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1226
Fernwood Investment Management
Massachusetts
– -$118K -1,185 Closed
FFWA
1227
FRG Family Wealth Advisors
Washington
– -$90.7K -995 Closed
CCMI
1228
Creative Capital Management Investments
California
– -$94K -947 Closed
Walleye Trading
1229
Walleye Trading
New York
– -$88.5K -891 Closed
VL
1230
Vima LLC
Michigan
– -$66.1K -783 Closed
CBT
1231
CoreFirst Bank & Trust
Kansas
– -$61.8K -623 Closed
CLOS
1232
Compagnie Lombard Odier SCmA
Switzerland
– -$55.6K -560 Closed
Optiver Holding
1233
Optiver Holding
Netherlands
– -$50.2K -506 Closed
NIC
1234
Northwest Investment Counselors
Oregon
– -$40.2K -405 Closed
HFM
1235
Harvest Fund Management
China
– -$39K -393 Closed
TC
1236
Truvestments Capital
Florida
– -$34.7K -350 Closed
LF
1237
LifeSteps Financial
California
– -$30.9K -311 Closed
PAM
1238
Palisade Asset Management
Minnesota
– -$20.5K -206 Closed
WOC
1239
West Oak Capital
California
– -$17K -175 Closed
NCTC
1240
New Covenant Trust Company
Indiana
– -$13.2K -133 Closed
MAWCM
1241
Mine & Arao Wealth Creation & Management
California
– -$7.45K -75 Closed
GFL
1242
Granite FO LLC
New Hampshire
– -$5.32K -57 Closed
DMIC
1243
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$4.96K -50 Closed
BL
1244
BFSG LLC
California
– -$4.96K -50 Closed
NCM
1245
Northwest Capital Management
Oregon
– -$2.28K -23 Closed
SSG
1246
Summit Securities Group
New York
– -$2K -20 Closed
GA
1247
GoalVest Advisory
New York
– -$1.79K -18 Closed
GTAM
1248
Global Trust Asset Management
Florida
– -$1.09K -11 Closed
TWP
1249
TFO Wealth Partners
Ohio
– -$199 -2 Closed
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