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 %
NYLIM
251
New York Life Investment Management
New York
$5.13M -$52K -648 -1%
Mariner
252
Mariner
Kansas
$5.1M +$471K +5,861 +10%
OPERF
253
Oregon Public Employees Retirement Fund
Oregon
$5.08M -$1.13M -14,100 -18%
ESCM
254
Echo Street Capital Management
New York
$5.07M +$2.81M +35,023 +124%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$4.86M -$378K -4,705 -7%
AIM
256
Achmea Investment Management
Netherlands
$4.85M -$1.2M -14,964 -20%
FDP
257
Financiere des Professionnels
Quebec, Canada
$4.82M +$4.82M +60,056 New
BCI
258
Brinker Capital Investments
Pennsylvania
$4.8M -$607K -7,555 -11%
OPS
259
Orion Portfolio Solutions
Nebraska
$4.8M -$607K -7,555 -11%
MOACM
260
Mutual of America Capital Management
New York
$4.64M -$147K -1,833 -3%
IIM
261
Ipswich Investment Management
Massachusetts
$4.6M +$168K +2,090 +4%
SSWM
262
Sheets Smith Wealth Management
North Carolina
$4.58M +$61.4K +765 +1%
IG
263
ING Group
Netherlands
$4.55M -$3.51M -43,647 -43%
X
264
Xponance
Pennsylvania
$4.48M -$66.1K -823 -1%
FGP
265
Foyston, Gordon, & Payne
Ontario, Canada
$4.48M +$1.12K +14 +0%
DT
266
Diversified Trust
Tennessee
$4.46M -$139K -1,733 -3%
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$4.45M -$149K -1,857 -3%
BCM
268
BTC Capital Management
Iowa
$4.44M +$37.3K +465 +0.8%
GWM
269
Graybill Wealth Management
Illinois
$4.38M +$52.8K +658 +1%
GBWM
270
Granite Bay Wealth Management
New Hampshire
$4.31M +$4.31M +50,400 New
IIM
271
INTECH Investment Management
Florida
$4.26M -$1.35M -16,787 -24%
EAM
272
Erste Asset Management
Austria
$4.25M +$273K +3,398 +7%
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$4.2M +$292K +3,631 +7%
CIP
274
Chartwell Investment Partners
Pennsylvania
$4.03M +$99.4K +1,238 +3%
SC
275
Scotia Capital
Ontario, Canada
$4M +$39.2K +488 +1%
9 10
11
12 13