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Otis Worldwide
OTIS

Overview Fund Activity

1,188 hedge funds and large institutions have $36.6B invested in Otis Worldwide in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 351 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
17.19%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
95
Increased
351
Reduced
487
Closed
73
Calls
$167M
Puts
$97.4M
Net Calls
+$70.1M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.92B
2
Franklin Resources
Franklin Resources
California
$775M
3
VanEck Associates
VanEck Associates
New York
$233M
4
MMH
Menora Mivtachim Holdings
Israel
$311M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$74.3M

Top Sellers

1
BlackRock
BlackRock
New York
$3.38B
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$93.8M
3
CF
Canoe Financial
Alberta, Canada
$13.5M
4
Boston Partners
Boston Partners
Massachusetts
$134M
5
Morgan Stanley
Morgan Stanley
New York
$1.23B
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
1226
Kessler Investment Group
Indiana
– -$143K -1,487 Closed
CA
1227
Crewe Advisors
Utah
– -$142K -1,473 Closed
NC
1228
nVerses Capital
Florida
– -$106K -1,100 Closed
ATPW
1229
Ashton Thomas Private Wealth
Arizona
– -$101K -1,045 Closed
RFG
1230
RFP Financial Group
Georgia
– -$77K -800 Closed
Group One Trading
1231
Group One Trading
Illinois
– -$74.8K -777 Closed
OWA
1232
Opal Wealth Advisors
New York
– -$71.2K -740 Closed
RFA
1233
Register Financial Advisors
Georgia
– -$55.8K -580 Closed
RWMG
1234
Redwood Wealth Management Group
New Jersey
– -$48.8K -507 Closed
OCM
1235
Orion Capital Management
California
– -$36.1K -375 Closed
LTI
1236
Laffer Tengler Investments
Tennessee
– -$32.2K -335 Closed
SWS
1237
SYSTM Wealth Solutions
Illinois
– -$29.2K -303 Closed
CP
1238
Camelot Portfolios
Ohio
– -$28.9K -300 Closed
KFS
1239
Kelly Financial Services
Massachusetts
– -$25.8K -268 Closed
TFF
1240
The Family Firm
Maryland
– -$19.4K -201 Closed
GI
1241
Gradient Investments
Minnesota
– -$13.1K -136 Closed
1832 Asset Management
1242
1832 Asset Management
Ontario, Canada
– -$11K -114 Closed
TSWM
1243
Tyler-Stone Wealth Management
Ohio
– -$8.28K -86 Closed
WIA
1244
Wetzel Investment Advisors
Indiana
– -$7.45K -75 Closed
CAM
1245
Creekmur Asset Management
Illinois
– -$6.12K -64 Closed
BFA
1246
BBJS Financial Advisors
Washington
– -$5.78K -60 Closed
CBT
1247
Central Bank & Trust
Kentucky
– -$5.58K -58 Closed
WIM
1248
Westside Investment Management
California
– -$4.81K -50 Closed
LAM
1249
Lummis Asset Management
Texas
– -$4.81K -50 Closed
TFA
1250
Toth Financial Advisory
Virginia
– -$4.33K -45 Closed
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