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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 %
IIM
451
Ironwood Investment Management
Massachusetts
$954K -$48.3K -601 -5%
PWP
452
Principle Wealth Partners
Connecticut
$937K +$79.2K +986 +9%
DADC
453
D.A. Davidson & Co
Montana
$935K +$47.9K +596 +5%
BCWM
454
Bartlett & Co Wealth Management
Ohio
$934K -$9.08K -113 -1%
BC
455
Bartlett & Co
Ohio
$934K -$9.07K -113 -1%
MM
456
MQS Management
New York
$934K +$181K +2,252 +24%
NRS
457
Neville Rodie & Shaw
New York
$932K – – –
VHAM
458
Van Hulzen Asset Management
California
$924K – – –
IC
459
IEQ Capital
California
$918K +$195K +2,428 +27%
RJT
460
Raymond James Trust
Florida
$911K -$42.6K -531 -4%
QI
461
Qtron Investments
Massachusetts
$899K +$107K +1,336 +14%
WBC
462
Westpac Banking Corp
Australia
$898K -$1.25M -15,589 -58%
BC
463
Burney Company
Virginia
$898K -$42.4K -528 -5%
BG
464
Bollard Group
Massachusetts
$895K +$562 +7 +0.1%
AWM
465
AE Wealth Management
Kansas
$890K +$119K +1,476 +15%
MCM
466
Monarch Capital Management
Indiana
$879K -$54.5K -679 -6%
OIA
467
OneDigital Investment Advisors
Kansas
$873K -$14.9K -186 -2%
DA
468
Dash Acquisitions
California
$871K -$13.8K -172 -2%
IAS
469
IMA Advisory Services
Colorado
$868K -$26.3K -327 -3%
AC
470
Abbrea Capital
California
$862K – – –
CA
471
Clearstead Advisors
Ohio
$852K +$463K +5,761 +119%
CWM
472
Compass Wealth Management
Connecticut
$834K -$56.2K -700 -6%
CCG
473
Cypress Capital Group
Florida
$833K +$8.27K +103 +1%
TCOT
474
Trust Company of Toledo
Ohio
$830K -$113K -1,402 -12%
OC
475
Oppenheimer & Co
New York
$824K +$30K +373 +4%
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