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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 %
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$3.02M +$1.61M +19,989 +114%
TRSOTSOK
302
Teachers Retirement System of the State of Kentucky
Kentucky
$3.01M – – –
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$3M -$271K -3,369 -8%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$2.99M +$1.74M +21,673 +139%
RBA
305
Richard Bernstein Advisors
New York
$2.97M +$2.97M +36,934 New
Baird Financial Group
306
Baird Financial Group
Wisconsin
$2.93M +$177K +2,210 +6%
Daiwa Securities Group
307
Daiwa Securities Group
Japan
$2.83M +$231K +2,871 +9%
AP
308
Arlington Partners
Alabama
$2.83M +$2.83M +35,180 +251,286%
AT
309
Arlington Trust
Alabama
$2.83M +$2.83M +35,194 New
FC
310
FORA Capital
Florida
$2.81M +$2.81M +35,037 New
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$2.8M +$79.4K +1,000 +3%
EMPI
312
Elo Mutual Pension Insurance
Finland
$2.78M +$46.9K +584 +2%
KRS
313
Kentucky Retirement Systems
Kentucky
$2.76M +$93.8K +1,168 +4%
WB
314
WesBanco Bank
West Virginia
$2.7M -$126K -1,568 -4%
AI
315
AdvisorShares Investments
Maryland
$2.69M +$155K +1,936 +6%
Wealth Enhancement Advisory Services
316
Wealth Enhancement Advisory Services
Minnesota
$2.68M +$2.68M +33,323 New
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$2.65M +$114K +1,422 +4%
CWM
318
Circle Wealth Management
New Jersey
$2.64M +$2.64M +32,819 New
Rafferty Asset Management
319
Rafferty Asset Management
New York
$2.63M +$229K +2,848 +10%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$2.63M -$17.5K -218 -0.7%
TAM
321
Tocqueville Asset Management
New York
$2.59M +$803 +10 +0%
QCM
322
QRG Capital Management
Illinois
$2.58M +$2.58M +32,186 New
PRC
323
Pearl River Capital
Michigan
$2.54M +$1.19M +14,817 +88%
MSRPS
324
Maryland State Retirement & Pension System
Maryland
$2.54M – – –
CSS
325
Cubist Systematic Strategies
Connecticut
$2.52M +$2.52M +31,346 New
11 12
13
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