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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
+$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 %
SC
376
Savant Capital
Illinois
$1.67M -$89.8K -1,118 -5%
CAN
377
Cetera Advisor Networks
California
$1.65M -$39K -485 -2%
SPIA
378
Steward Partners Investment Advisory
New York
$1.64M +$27.6K +344 +2%
TCM
379
Teza Capital Management
Illinois
$1.63M +$958K +11,924 +142%
EFS
380
Essex Financial Services
Connecticut
$1.62M +$229K +2,856 +17%
CAM
381
Cresset Asset Management
Illinois
$1.61M +$175K +2,180 +12%
PA
382
Pinnacle Associates
New York
$1.59M -$99.9K -1,244 -6%
HNB
383
Huntington National Bank
Ohio
$1.58M -$81.4K -1,013 -5%
TI
384
Tidal Investments
Wisconsin
$1.57M +$146K +1,819 +10%
LIP
385
Liontrust Investment Partners
United Kingdom
$1.57M +$1.57M +19,530 New
AA
386
ALPS Advisors
Colorado
$1.54M +$181K +2,257 +13%
TRCT
387
Tower Research Capital (TRC)
New York
$1.52M +$237K +2,957 +18%
WTC
388
WhitTier Trust Company
Nevada
$1.52M -$37.1K -462 -2%
SAI
389
Systematic Alpha Investments
New Jersey
$1.49M – – –
ZIM
390
Zacks Investment Management
Illinois
$1.47M +$53K +660 +4%
EOJOAM
391
E. Ohman J:or Asset Management
Sweden
$1.45M – – –
Cerity Partners
392
Cerity Partners
New York
$1.44M -$348K -4,334 -19%
GCM
393
Graham Capital Management
Connecticut
$1.44M +$1.44M +17,943 New
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$1.43M +$59.4K +740 +4%
BPA
395
Beacon Pointe Advisors
California
$1.43M +$580K +7,223 +69%
DP
396
Dearborn Partners
Illinois
$1.42M -$3.78K -47 -0.3%
NB
397
NBT Bank
New York
$1.39M +$383K +4,768 +38%
SAM
398
Selway Asset Management
$1.39M +$4.02K +50 +0.3%
Envestnet Portfolio Solutions
399
Envestnet Portfolio Solutions
Illinois
$1.38M +$1.38M +17,228 New
PP
400
Prudential plc
United Kingdom
$1.38M +$157K +1,959 +13%
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16
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