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Otis Worldwide
OTIS

Overview Fund Activity

1,215 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 415 reducing their positions, and 107 closing their positions.

Holders
1,215
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
415
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.29B
2
Norges Bank
2
Norges Bank
Norway
$650M
3
UBS Group
3
UBS Group
Switzerland
$260M
4
CF
4
Canoe Financial
Alberta, Canada
$95.7M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$67M

Top Sellers

1
OAC
1
OMERS Administration Corp
Ontario, Canada
$1.58M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.83B
3
Boston Partners
3
Boston Partners
Massachusetts
$2.69M
4
National Pension Service
4
National Pension Service
South Korea
$52.3M
5
PI
5
PineBridge Investments
New York
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
1301
Northwest Financial Advisors
Virginia
– – -181 Closed
HGERS
1302
Householder Group Estate & Retirement Specialist
Arizona
– – -107 Closed
TCG
1303
Transcendent Capital Group
Oklahoma
– – -106 Closed
APC
1304
Aspire Private Capital
North Carolina
– – -86 Closed
TIM
1305
Thompson Investment Management
Wisconsin
– – -67 Closed
GJWM
1306
Gilliland Jeter Wealth Management
Arkansas
– – -52 Closed
MWA
1307
MFA Wealth Advisors
Pennsylvania
– – -49 Closed
JIP
1308
Jaffetilchin Investment Partners
Florida
– – -42 Closed
CPA
1309
Clear Point Advisors
New York
– – -24 Closed
CCM
1310
Chilton Capital Management
Texas
– – -24 Closed
GC
1311
Globeflex Capital
California
– – -22 Closed
RWA
1312
Redmont Wealth Advisors
Illinois
– – -19 Closed
PWM
1313
Partnership Wealth Management
Maryland
– – -12 Closed
CFG
1314
Copley Financial Group
California
– – -9 Closed
1IA
1315
1620 Investment Advisors
Massachusetts
– – -9 Closed
VAMG
1316
Voisard Asset Management Group
Michigan
– – -4 Closed
LFA
1317
Livelsberger Financial Advisory
Ohio
– – -4 Closed
PA
1318
PSI Advisors
Florida
– – -2 Closed
MIA
1319
MeadowBrook Investment Advisors
Michigan
– – -2 Closed
MFG
1320
Mendota Financial Group
Wisconsin
– – -2 Closed
EA
1321
Evolution Advisers
Virginia
$0 4 – –
GCP
1322
Garda Capital Partners
Minnesota
– – – –
TSS
1323
Two Sigma Securities
New York
– – – –
PD
1324
Point72 (DIFC)
United Arab Emirates
– – – –
HFS
1325
HBC Financial Services
Washington
$0 7 – –
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