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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 %
AP
201
Antipodes Partners
Australia
$8.23M -$32.5K -338 -0.4%
SIC
202
Schwartz Investment Counsel
Michigan
$8.18M – – –
Stifel Financial
203
Stifel Financial
Missouri
$8.16M -$798K -8,293 -9%
II
204
IFM Investors
Australia
$8.11M +$48.6K +505 +0.6%
AB
205
Amalgamated Bank
New York
$7.87M -$359K -3,733 -4%
EI
206
Ethic Inc
New York
$7.74M +$882K +9,164 +13%
WCM
207
Windward Capital Management
California
$7.59M -$157K -1,632 -2%
AMI
208
Amica Mutual Insurance
Rhode Island
$7.56M – – –
OPCM
209
Osborne Partners Capital Management
California
$7.49M +$8.66K +90 +0.1%
VMPIC
210
Varma Mutual Pension Insurance Co
Finland
$7.49M -$4.41M -45,838 -37%
EAMA
211
EFG Asset Management (Americas)
Florida
$7.48M +$2.15M +22,285 +40%
BCIM
212
British Columbia Investment Management
British Columbia, Canada
$7.48M +$2.76M +28,640 +58%
LC
213
Lincoln Capital
Nebraska
$7.44M -$23.9K -248 -0.3%
CNB
214
Czech National Bank
Czech Republic
$7.42M +$549K +5,708 +8%
Osaic Holdings
215
Osaic Holdings
Arizona
$7.12M +$57.2K +594 +0.8%
DAM
216
Delta Asset Management
Tennessee
$7.01M -$73.4K -763 -1%
Allianz Asset Management
217
Allianz Asset Management
Germany
$6.99M -$1.36M -14,139 -16%
ProShare Advisors
218
ProShare Advisors
Maryland
$6.86M +$356K +3,701 +5%
PGFC
219
Peapack-Gladstone Financial Corp
New Jersey
$6.75M +$106K +1,101 +2%
TC
220
Trium Capital
United Kingdom
$6.59M -$2.11M -21,951 -24%
Mariner
221
Mariner
Kansas
$6.58M -$5.87K -61 -0.1%
Calamos Advisors
222
Calamos Advisors
Illinois
$6.57M -$241K -2,504 -4%
MML Investors Services
223
MML Investors Services
Massachusetts
$6.56M -$1.28M -13,300 -16%
CB
224
Commerce Bank
Missouri
$6.48M -$2.8M -29,112 -30%
SSA
225
Schonfeld Strategic Advisors
New York
$6.46M -$13.1M -136,087 -67%
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