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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 %
HFM
426
Hartford Financial Management
Connecticut
$1.13M -$20.6K -257 -2%
WT
427
Whittier Trust
California
$1.13M -$44.3K -552 -4%
USAA
428
United Services Automobile Association
Texas
$1.11M +$187K +2,324 +20%
WC
429
Woodstock Corp
Massachusetts
$1.1M -$27K -336 -2%
GIM
430
Goelzer Investment Management
Indiana
$1.1M -$10.8K -134 -1%
PAS
431
Park Avenue Securities
New York
$1.09M -$110K -1,371 -9%
PCM
432
Parsons Capital Management
Rhode Island
$1.09M -$40.9K -509 -4%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$26.2K +326 +2%
EWM
434
Empirical Wealth Management
Washington
$1.07M +$134K +1,664 +14%
CG
435
Colony Group
Massachusetts
$1.06M -$4.58K -57 -0.4%
Walleye Trading
436
Walleye Trading
New York
$1.04M +$1.04M +13,012 New
NSEDCP
437
NJ State Employees Deferred Compensation Plan
New Jersey
$1.04M – – –
NMIMC
438
Northwestern Mutual Investment Management Company
Wisconsin
$1.04M -$3.21K -40 -0.3%
Alyeska Investment Group
439
Alyeska Investment Group
Illinois
$1.04M -$46.2M -574,799 -98%
PTC
440
Private Trust Company
Ohio
$1.03M – – –
DC
441
Davenport & Co
Virginia
$1.02M -$10.8K -134 -1%
BHIA
442
Birch Hill Investment Advisors
Massachusetts
$1.02M -$16K -199 -2%
VIM
443
Vinva Investment Management
Australia
$1M -$2.52M -31,271 -72%
CA
444
Cetera Advisors
Colorado
$998K -$16.2K -202 -2%
LDB
445
Lee, Danner & Bass
Tennessee
$983K -$45.1K -562 -4%
BAMF
446
BI Asset Management Fondsmaeglerselskab
Denmark
$982K -$44.2K -550 -4%
QCM
447
Quantinno Capital Management
New York
$963K +$963K +11,986 New
BPCA
448
Bank Pictet & Cie (Asia)
Singapore
$958K -$40.2K -500 -4%
LA
449
LBP AM
France
$958K -$36.7K -457 -4%
RPC
450
Rossmore Private Capital
Connecticut
$954K +$4.02K +50 +0.4%
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