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Otis Worldwide
OTIS

Overview Fund Activity

1,180 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, 452 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-12
Holders Change %
-1.01%
% of All Funds
17.16%
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
452
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 %
Aberdeen Group
151
Aberdeen Group
United Kingdom
$15.8M -$3.31M -34,424 -17%
VLKIM
152
Van Lanschot Kempen Investment Management
Netherlands
$15.8M -$2.41M -25,074 -13%
DIA
153
Davidson Investment Advisors
Montana
$15.7M -$5.29M -54,911 -25%
SEI Investments
154
SEI Investments
Pennsylvania
$15.7M -$350K -3,634 -2%
MSV
155
MN Services Vermogensbeheer
Netherlands
$15.5M -$443K -4,600 -3%
LPL Financial
156
LPL Financial
California
$15.2M +$1.81M +18,769 +13%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.2M -$507K -5,264 -3%
Creative Planning
158
Creative Planning
Kansas
$15M +$488K +5,067 +3%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$14.9M +$140K +1,459 +1%
Axa
160
Axa
France
$14.8M -$1.44M -14,993 -9%
SGK
161
Steigerwald Gordon & Koch
Virginia
$14.6M +$246K +2,559 +2%
TIAA Trust, National Association
162
TIAA Trust, National Association
North Carolina
$14.4M +$286K +2,968 +2%
Asset Management One
163
Asset Management One
Japan
$14.3M -$611K -6,345 -4%
GAM
164
Gotham Asset Management
New York
$14.3M +$3.7M +38,434 +35%
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$13.8M -$396K -4,119 -3%
Skandinaviska Enskilda Banken (SEB)
166
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.1M -$21.1K -219 -0.2%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$12.9M -$8.55M -88,851 -40%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$12.5M +$1.5M +15,578 +14%
MCM
169
MAI Capital Management
Ohio
$12M -$330K -3,429 -3%
PP
170
Prospector Partners
Connecticut
$11.9M +$75.1K +780 +0.6%
RAM
171
Resona Asset Management
Japan
$11.9M -$1.45M -15,062 -11%
FRAF
172
Första AP-fonden
Sweden
$11.6M -$1.04M -10,800 -8%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$11.5M +$30.2K +314 +0.3%
ASRS
174
Arizona State Retirement System
Arizona
$11.3M +$9.53K +99 +0.1%
Impax Asset Management Group
175
Impax Asset Management Group
United Kingdom
$11.3M -$19.8M -205,233 -64%
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