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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 %
Vontobel Holding
276
Vontobel Holding
Switzerland
$4M -$26.4K -329 -0.7%
KCM
277
Kanawha Capital Management
Virginia
$3.92M -$26.3K -328 -0.7%
LA
278
Lifeworks Advisors
Michigan
$3.88M -$135K -1,682 -3%
WAS
279
Wesleyan Assurance Society
United Kingdom
$3.86M – – –
CSIC
280
Clifford Swan Investment Counsel
California
$3.85M -$53.2K -663 -1%
WAC
281
William Allan Corp
Colorado
$3.81M -$60.3K -751 -2%
CCM
282
Cohen Capital Management
California
$3.81M – – –
GT
283
Glenmede Trust
Pennsylvania
$3.74M -$1.63M -20,292 -30%
CGH
284
Crossmark Global Holdings
Texas
$3.74M +$267K +3,320 +8%
AAM
285
Aureus Asset Management
Massachusetts
$3.64M -$262K -3,259 -7%
Public Sector Pension Investment Board (PSP Investments)
286
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.54M +$364K +4,530 +11%
AAIS
287
ABN AMRO Investment Solutions
$3.53M +$1.02M +12,745 +41%
TG
288
TCW Group
California
$3.52M – – –
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$3.45M +$28.3K +353 +0.8%
RFC
290
Regions Financial Corp
Alabama
$3.45M -$28.1K -350 -0.8%
FT
291
Fiduciary Trust
Massachusetts
$3.43M -$342K -4,261 -9%
SG Americas Securities
292
SG Americas Securities
New York
$3.37M +$344K +4,287 +11%
CAM
293
Cacti Asset Management
Georgia
$3.21M – – –
BSC
294
Brown Shipley & Co
United Kingdom
$3.16M +$390K +4,853 +14%
OIS
295
Okabena Investment Services
Minnesota
$3.11M -$410K -5,102 -12%
FAN
296
Financial Advisors Network
California
$3.07M +$3.07M +38,250 New
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$3.04M +$269K +3,347 +10%
Wealthfront Advisers
298
Wealthfront Advisers
California
$3.03M +$319K +3,977 +12%
GIBU
299
Gulf International Bank (UK)
United Kingdom
$3.02M -$334K -4,165 -10%
BCIM
300
British Columbia Investment Management
British Columbia, Canada
$3.02M +$31.6K +393 +1%
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