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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 %
MUAMU
351
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.05M +$964K +12,000 +89%
LSERS
352
Louisiana State Employees Retirement System
Louisiana
$2.05M -$8.03K -100 -0.4%
HIMC
353
Heritage Investors Management Corp
Maryland
$2.02M -$26.5K -330 -1%
LCM
354
Liberty Capital Management
Michigan
$1.99M +$1.37K +17 +0.1%
AUB
355
Atlantic Union Bankshares
Virginia
$1.98M +$255K +3,179 +15%
AAS
356
Avantax Advisory Services
Texas
$1.95M -$38.1K -474 -2%
MC
357
Mount Capital
United Kingdom
$1.94M -$4.61M -57,420 -70%
Verition Fund Management
358
Verition Fund Management
Connecticut
$1.93M +$1.67M +20,851 +648%
GAG
359
Goodman Advisory Group
Massachusetts
$1.89M +$1.89M +23,564 New
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$1.84M -$210K -2,609 -10%
CWM
361
CIBC World Markets
New York
$1.83M -$2.07M -25,720 -53%
TIAA Trust, National Association
362
TIAA Trust, National Association
North Carolina
$1.8M +$1.8M +22,360 New
SAM
363
Shell Asset Management
Netherlands
$1.78M -$40.5K -505 -2%
JPMIA
364
J.P. Marvel Investment Advisors
Massachusetts
$1.77M – – –
Tudor Investment Corp
365
Tudor Investment Corp
Connecticut
$1.77M -$6.42M -79,918 -78%
GC
366
Guggenheim Capital
Illinois
$1.75M +$596K +7,423 +52%
YIA
367
YHB Investment Advisors
Connecticut
$1.75M -$23.3K -290 -1%
CCIA
368
Campbell & Co Investment Adviser
Maryland
$1.74M +$390K +4,850 +29%
NMERB
369
New Mexico Educational Retirement Board
New Mexico
$1.73M +$112K +1,400 +7%
TIMH
370
Tilt Investment Management Holdings
New York
$1.72M – – –
TCM
371
Tufton Capital Management
Maryland
$1.71M -$415K -5,164 -20%
DGAM
372
Desjardins Global Asset Management
Quebec, Canada
$1.7M -$29.8K -371 -2%
MLL
373
Moody Lynn & Lieberson
Massachusetts
$1.7M -$41.3K -514 -2%
BFM
374
Boston Financial Management
Massachusetts
$1.68M -$30.3K -377 -2%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$1.68M +$43.4K +541 +3%
13 14
15
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