OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,091 hedge funds and large institutions have $28.7B invested in Otis Worldwide in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 352 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
-27
Holders Change %
-2.42%
% of All Funds
17.39%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
83
Increased
352
Reduced
400
Closed
93
Calls
$112M
Puts
$39.1M
Net Calls
+$72.8M
Net Calls Change
-$22.4M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.44B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$606M
3
PAM
PineStone Asset Management
Quebec, Canada
$228M
4
UIM
USS Investment Management
United Kingdom
$113M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$125M

Top Sellers

1
VAM
Vontobel Asset Management
New York
$0
2
DVI
Deccan Value Investors
Connecticut
$0
3
Invesco
Invesco
Georgia
$360M
4
Brown Advisory
Brown Advisory
Maryland
$21.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
226
Longbow Finance
Switzerland
$6.29M -$17.7K -220 -0.3%
LC
227
Lincoln Capital
Nebraska
$6.27M +$110K +1,373 +2%
OPCM
228
Osborne Partners Capital Management
California
$6.19M +$38.8K +483 +0.6%
TI
229
Trexquant Investment
Connecticut
$6.18M +$646K +8,048 +12%
EGM
230
Engineers Gate Manager
New York
$6.1M +$263K +3,275 +5%
KeyBank National Association
231
KeyBank National Association
Ohio
$5.99M -$152K -1,888 -2%
DAM
232
Delta Asset Management
Tennessee
$5.98M +$116K +1,441 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
233
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.96M -$1.89M -23,491 -24%
Calamos Advisors
234
Calamos Advisors
Illinois
$5.95M +$102K +1,264 +2%
JPMPWA
235
J.P. Morgan Private Wealth Advisors
California
$5.91M -$810K -10,085 -12%
RJFSA
236
Raymond James Financial Services Advisors
Florida
$5.78M -$77.7K -967 -1%
CNB
237
Czech National Bank
Czech Republic
$5.78M +$1.85M +23,061 +47%
Citadel Advisors
238
Citadel Advisors
Florida
$5.74M +$359K +4,472 +7%
Truist Financial
239
Truist Financial
North Carolina
$5.72M -$111K -1,379 -2%
URS
240
Utah Retirement Systems
Utah
$5.71M +$16.1K +200 +0.3%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$5.66M -$26.1K -325 -0.5%
YCM
242
Yousif Capital Management
Michigan
$5.57M -$187K -2,326 -3%
EI
243
Ethic Inc
New York
$5.54M +$1.09M +13,624 +25%
First Manhattan
244
First Manhattan
New York
$5.49M -$1.36M -16,968 -20%
HF
245
HRT Financial
New York
$5.44M +$3.37M +42,021 +163%
SAM
246
Sawgrass Asset Management
Florida
$5.42M +$5.42M +67,484 New
Mirae Asset Global Investments
247
Mirae Asset Global Investments
South Korea
$5.41M +$225K +2,802 +4%
DZ Bank
248
DZ Bank
Germany
$5.33M -$1.61M -20,000 -23%
MML Investors Services
249
MML Investors Services
Massachusetts
$5.23M +$469K +5,838 +10%
ProShare Advisors
250
ProShare Advisors
Maryland
$5.16M -$294K -3,655 -5%
8 9
10
11 12