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Otis Worldwide
OTIS

Overview Fund Activity

1,182 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 477 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+91
Holders Change %
+8.34%
% of All Funds
17.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
477
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.1B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.72B
4
UIM
4
USS Investment Management
United Kingdom
$196M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$257M
3
Invesco
3
Invesco
Georgia
$330M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$2.02M
5
BlackRock
5
BlackRock
New York
$3.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
301
Aquatic Capital Management
Illinois
$3.26M +$1.94M +21,700 +148%
Two Sigma Investments
302
Two Sigma Investments
New York
$3.23M -$15.7M -175,179 -83%
EMPI
303
Elo Mutual Pension Insurance
Finland
$3.22M +$121K +1,357 +4%
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$3.19M -$172K -1,926 -5%
TRSOTSOK
305
Teachers Retirement System of the State of Kentucky
Kentucky
$3.19M -$168K -1,883 -5%
OIS
306
Okabena Investment Services
Minnesota
$3.16M -$300K -3,355 -9%
AP
307
Arlington Partners
Alabama
$3.15M -$358 -4 -0%
EP
308
Edgestream Partners
New Jersey
$3.09M +$2.43M +27,191 +371%
IIM
309
INTECH Investment Management
Florida
$3.09M -$1.66M -18,557 -35%
Rafferty Asset Management
310
Rafferty Asset Management
New York
$3.07M +$142K +1,586 +5%
GIBU
311
Gulf International Bank (UK)
United Kingdom
$3.03M -$335K -3,746 -10%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$3M -$263K -2,939 -8%
WB
313
WesBanco Bank
West Virginia
$2.94M -$68K -760 -2%
CWM
314
Circle Wealth Management
New Jersey
$2.94M -$1.16K -13 -0%
KRS
315
Kentucky Retirement Systems
Kentucky
$2.93M -$148K -1,653 -5%
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$2.88M -$265K -2,965 -8%
MSRPS
317
Maryland State Retirement & Pension System
Maryland
$2.88M +$54K +603 +2%
TAM
318
Tocqueville Asset Management
New York
$2.87M -$5.55K -62 -0.2%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$2.86M -$71.1K -795 -2%
YIH
320
Y-Intercept (HK)
Hong Kong
$2.86M +$2.86M +31,918 New
OPERF
321
Oregon Public Employees Retirement Fund
Oregon
$2.86M -$2.8M -31,335 -50%
SSA
322
Schonfeld Strategic Advisors
New York
$2.84M +$2.84M +31,721 New
SCM
323
Seascape Capital Management
New Hampshire
$2.83M +$42.1K +471 +2%
SMI
324
Shelter Mutual Insurance
Missouri
$2.79M – – –
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$2.77M +$8.14K +91 +0.3%
11 12
13
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