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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 %
QCM
351
Qsemble Capital Management
New York
$2.3M -$160K -1,793 -7%
QCM
352
Quantinno Capital Management
New York
$2.29M +$1.22M +13,641 +114%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$2.29M +$234K +2,617 +11%
MUAMU
354
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.28M – – –
ECM
355
Everence Capital Management
Indiana
$2.28M – – –
CIBC World Market
356
CIBC World Market
Ontario, Canada
$2.26M +$393K +4,397 +21%
HIMC
357
Heritage Investors Management Corp
Maryland
$2.24M -$9.84K -110 -0.4%
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$2.21M -$71.6K -800 -3%
SAM
359
Silvercrest Asset Management
New York
$2.2M -$144K -1,607 -6%
LCM
360
Liberty Capital Management
Michigan
$2.18M -$34.6K -387 -2%
GC
361
Guggenheim Capital
Illinois
$2.12M +$172K +1,918 +9%
LIM
362
Letson Investment Management
Georgia
$2.07M +$2.07M +23,149 New
AAS
363
Avantax Advisory Services
Texas
$2.06M -$108K -1,203 -5%
Adage Capital Partners
364
Adage Capital Partners
Massachusetts
$2.02M -$67.3M -751,800 -97%
CAM
365
Cresset Asset Management
Illinois
$1.98M +$191K +2,135 +11%
O
366
Ossiam
France
$1.96M +$456K +5,095 +30%
YIA
367
YHB Investment Advisors
Connecticut
$1.95M +$9.84K +110 +0.5%
JPMIA
368
J.P. Marvel Investment Advisors
Massachusetts
$1.93M -$41.6K -465 -2%
NMERB
369
New Mexico Educational Retirement Board
New Mexico
$1.92M – – –
LOAME
370
Lombard Odier Asset Management (Europe)
United Kingdom
$1.92M +$1.92M +21,405 New
RT
371
Rockland Trust
Massachusetts
$1.91M -$395K -4,410 -17%
CSS
372
Cubist Systematic Strategies
Connecticut
$1.91M -$899K -10,045 -32%
BFM
373
Boston Financial Management
Massachusetts
$1.9M +$28.1K +314 +2%
DGAM
374
Desjardins Global Asset Management
Quebec, Canada
$1.9M +$3.22K +36 +0.2%
Verition Fund Management
375
Verition Fund Management
Connecticut
$1.86M -$294K -3,282 -14%
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