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Otis Worldwide
OTIS

Overview Fund Activity

1,118 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.09B
2
Norges Bank
Norges Bank
Norway
$537M
3
Millennium Management
Millennium Management
New York
$88.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$214M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$454M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$42.9M
2
SP
Sarasin & Partners
United Kingdom
$254M
3
Citadel Advisors
Citadel Advisors
Florida
$5.96M
4
Goldman Sachs
Goldman Sachs
New York
$170M
5
PAM
PineStone Asset Management
Quebec, Canada
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMI
326
Shelter Mutual Insurance
Missouri
$2.78M – – –
D.E. Shaw & Co
327
D.E. Shaw & Co
New York
$2.78M +$241K +2,703 +9%
MKC
328
M. Kraus & Co
Vermont
$2.76M -$181K -2,037 -6%
SCM
329
Seascape Capital Management
New Hampshire
$2.75M +$18.2K +204 +0.7%
DILIC
330
Dai-ichi Life Insurance Company
Japan
$2.7M – – –
ANTB
331
AMG National Trust Bank
Colorado
$2.69M – – –
Rafferty Asset Management
332
Rafferty Asset Management
New York
$2.66M +$251K +2,816 +10%
CCG
333
Cloverfields Capital Group
Minnesota
$2.62M +$1.01M +11,302 +62%
LIP
334
Lighthouse Investment Partners
Florida
$2.58M +$2.58M +29,000 New
HIMCH
335
Hartford Investment Management Co (HIMCO)
Connecticut
$2.58M -$534K -6,001 -17%
CAM
336
Close Asset Management
United Kingdom
$2.58M +$2.67K +30 +0.1%
ESCM
337
Echo Street Capital Management
New York
$2.51M +$1.94M +21,756 +340%
CNBT
338
Canandaigua National Bank & Trust
New York
$2.5M -$49K -551 -2%
BBHC
339
Brown Brothers Harriman & Co
New York
$2.49M -$189K -2,123 -7%
RT
340
Rockland Trust
Massachusetts
$2.48M -$499K -5,605 -17%
EWM
341
Evercore Wealth Management
New York
$2.46M -$10.6K -119 -0.4%
Bank Julius Baer & Co
342
Bank Julius Baer & Co
Switzerland
$2.44M -$8.37M -94,017 -77%
TF
343
TIAA FSB
Florida
$2.39M -$10.4M -116,540 -81%
WBC
344
Westpac Banking Corp
Australia
$2.38M -$4.33M -48,702 -65%
PAG
345
Private Advisor Group
New Jersey
$2.37M +$76.4K +855 +3%
TCM
346
Tufton Capital Management
Maryland
$2.35M -$193K -2,168 -8%
SAM
347
Silvercrest Asset Management
New York
$2.35M -$33.4K -375 -1%
JC
348
JB Capital
Connecticut
$2.32M +$101K +1,138 +5%
HF
349
HRT Financial
New York
$2.29M +$2.29M +25,756 New
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$2.28M -$125K -1,400 -5%
12 13
14
15 16