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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 %
BBVA
176
Banco Bilbao Vizcaya Argentaria
Spain
$11.2M +$104K +1,081 +0.9%
Nomura Asset Management
177
Nomura Asset Management
Japan
$11.2M -$2.12M -22,009 -16%
MG
178
Markel Group
Virginia
$11M – – –
SOMRS
179
State of Michigan Retirement System
Michigan
$10.7M -$38.5K -400 -0.4%
AAF
180
Andra AP-fonden
Sweden
$10.6M +$606K +6,300 +6%
CFB
181
Cullen/Frost Bankers
Texas
$10.6M +$6.16K +64 +0.1%
MIM
182
MetLife Investment Management
New Jersey
$10.4M +$1.13M +11,741 +12%
Comerica Bank
183
Comerica Bank
Texas
$10.4M -$203K -2,107 -2%
SG Americas Securities
184
SG Americas Securities
New York
$10.2M -$5.15M -53,492 -34%
PNAA
185
Pictet North America Advisors
Switzerland
$10.2M +$7.38M +76,683 +263%
CF
186
Corebridge Financial
Texas
$10.1M +$10.1M +104,623 New
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1M -$445K -4,625 -4%
Citadel Advisors
188
Citadel Advisors
Florida
$9.95M +$9.38M +97,420 +1,628%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$9.95M -$460K -4,783 -4%
MHC
190
Meyer Handelman Company
New York
$9.94M +$161K +1,670 +2%
VNIM
191
Vaughan Nelson Investment Management
Texas
$9.82M -$6.39M -66,361 -39%
AIA
192
Allied Investment Advisors
Montana
$9.81M +$155K +1,612 +2%
DnB Asset Management
193
DnB Asset Management
Norway
$9.75M +$333K +3,460 +4%
CWM
194
Connecticut Wealth Management
Connecticut
$9.66M -$90.2K -937 -0.9%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$9.4M -$1.22M -12,623 -11%
UCFA
196
United Capital Financial Advisors
Texas
$9.28M -$1.59M -16,565 -15%
ACA
197
Anchor Capital Advisors
Massachusetts
$8.98M -$7.7K -80 -0.1%
CCG
198
Cloverfields Capital Group
Minnesota
$8.91M -$384K -3,985 -4%
Retirement Systems of Alabama
199
Retirement Systems of Alabama
Alabama
$8.59M -$28.8K -299 -0.3%
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.55M -$19.2K -199 -0.2%
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