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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 %
SWA
1251
SOA Wealth Advisors
New York
– -$3.85K -40 Closed
PGAM
1252
Princeton Global Asset Management
New Jersey
– -$3.47K -36 Closed
TLCM
1253
Twin Lakes Capital Management
California
– -$2.23K -23 Closed
PCMC
1254
Planning Capital Management Corporation
Pennsylvania
– -$1.64K -17 Closed
SWC
1255
Spectrum Wealth Counsel
Indiana
– -$1.54K -16 Closed
CB
1256
Chris Bulman
California
– -$1.44K -15 Closed
TJHA
1257
Thomas J. Herzfeld Advisors
Florida
– -$1.25K -13 Closed
FW
1258
Fairway Wealth
Ohio
– -$963 -10 Closed
DWA
1259
Delos Wealth Advisors
Texas
– -$193 -2 Closed
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