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
+$454M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
3
PAM
PineStone Asset Management
Quebec, Canada
+$171M
4
UIM
USS Investment Management
United Kingdom
+$105M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$63.8M

Top Sellers

1
VAM
Vontobel Asset Management
New York
-$202M
2
DVI
Deccan Value Investors
Connecticut
-$180M
3
Invesco
Invesco
Georgia
-$172M
4
Brown Advisory
Brown Advisory
Maryland
-$171M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMI
326
Shelter Mutual Insurance
Missouri
$2.51M – – –
SCM
327
Seascape Capital Management
New Hampshire
$2.5M +$16.5K +206 +0.7%
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$2.48M +$901K +11,209 +57%
MKC
329
M. Kraus & Co
Vermont
$2.46M -$26K -324 -1%
SSB
330
Sandy Spring Bank
Maryland
$2.45M -$83.4K -1,038 -3%
DILIC
331
Dai-ichi Life Insurance Company
Japan
$2.44M – – –
ANTB
332
AMG National Trust Bank
Colorado
$2.4M -$29.6K -369 -1%
PFO
333
Pathstone Family Office
New Jersey
$2.39M +$1.61M +19,826 +206%
SAM
334
Securian Asset Management
Minnesota
$2.37M -$329K -4,099 -12%
CCG
335
Cloverfields Capital Group
Minnesota
$2.36M – – –
CK
336
Cohen Klingenstein
New York
$2.35M -$161K -2,000 -6%
CAM
337
Close Asset Management
United Kingdom
$2.34M +$16.7K +208 +0.7%
ISL
338
Ingalls & Snyder LLC
New York
$2.32M -$385K -4,795 -14%
EWM
339
Evercore Wealth Management
New York
$2.28M +$56.4K +702 +3%
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$2.25M -$75.6K -941 -3%
CNBT
341
Canandaigua National Bank & Trust
New York
$2.25M -$10K -125 -0.4%
BBHC
342
Brown Brothers Harriman & Co
New York
$2.23M -$18.2K -226 -0.8%
PAG
343
Private Advisor Group
New Jersey
$2.23M +$97.3K +1,212 +5%
QCM
344
Qsemble Capital Management
New York
$2.21M +$2.21M +27,500 New
SPA
345
Sherbrooke Park Advisers
New York
$2.19M +$2.19M +27,258 New
VPIM
346
Vanguard Personalized Indexing Management
California
$2.18M +$135K +1,684 +7%
JC
347
JB Capital
Connecticut
$2.12M +$28.9K +360 +1%
SAM
348
Silvercrest Asset Management
New York
$2.1M -$18.6K -232 -0.9%
AIM
349
Aigen Investment Management
New York
$2.09M +$2.09M +26,059 New
RT
350
Rockland Trust
Massachusetts
$2.07M -$168K -2,098 -8%
12 13
14
15 16