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

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$42.9M
2
SP
2
Sarasin & Partners
United Kingdom
$254M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.96M
4
Goldman Sachs
4
Goldman Sachs
New York
$170M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$2.27M +$105K +1,176 +5%
VPIM
352
Vanguard Personalized Indexing Management
California
$2.27M +$113K +1,272 +5%
HIMC
353
Heritage Investors Management Corp
Maryland
$2.26M -$74.5K -837 -3%
LCM
354
Liberty Capital Management
Michigan
$2.2M +$10.7K +120 +0.5%
AAS
355
Avantax Advisory Services
Texas
$2.2M -$63.2K -710 -3%
MCM
356
Manchester Capital Management
Vermont
$2.06M +$1.88M +21,104 +1,020%
ECM
357
Everence Capital Management
Indiana
$2.02M – – –
SAM
358
Shell Asset Management
Netherlands
$2.02M -$321K -3,607 -14%
Cerity Partners
359
Cerity Partners
New York
$1.99M -$78.8K -885 -4%
JPMIA
360
J.P. Marvel Investment Advisors
Massachusetts
$1.96M -$12.5K -140 -0.6%
YIA
361
YHB Investment Advisors
Connecticut
$1.96M +$68.4K +769 +4%
SC
362
Savant Capital
Illinois
$1.95M +$168K +1,886 +9%
BCM
363
Bayesian Capital Management
New York
$1.93M +$605K +6,800 +46%
MLL
364
Moody Lynn & Lieberson
Massachusetts
$1.93M -$31.8K -357 -2%
DGAM
365
Desjardins Global Asset Management
Quebec, Canada
$1.92M -$168K -1,883 -8%
AUB
366
Atlantic Union Bankshares
Virginia
$1.92M +$1.17M +13,170 +158%
TIMH
367
Tilt Investment Management Holdings
New York
$1.91M – – –
LGF
368
LGT Group Foundation
Liechtenstein
$1.9M -$359K -4,029 -16%
BFM
369
Boston Financial Management
Massachusetts
$1.89M -$10.9K -123 -0.6%
PA
370
Pinnacle Associates
New York
$1.88M +$1.04M +11,726 +125%
CAN
371
Cetera Advisor Networks
California
$1.87M -$25.9K -291 -1%
HNB
372
Huntington National Bank
Ohio
$1.84M -$23.6K -265 -1%
CIBC World Market
373
CIBC World Market
Ontario, Canada
$1.81M +$141K +1,584 +8%
NMERB
374
New Mexico Educational Retirement Board
New Mexico
$1.79M +$71.2K +800 +4%
SPIA
375
Steward Partners Investment Advisory
New York
$1.79M -$3.12K -35 -0.2%
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