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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 %
ATC
476
Argent Trust Co
Tennessee
$821K -$41.1K -512 -5%
PAM
477
Panagora Asset Management
Massachusetts
$820K +$157K +1,955 +24%
FHB
478
First Hawaiian Bank
Hawaii
$814K -$12.6K -157 -2%
QP
479
Quilter Plc
United Kingdom
$805K – – –
KJHP
480
K.J. Harrison & Partners
Ontario, Canada
$803K +$803K +10,000 New
CIC
481
Canal Insurance Company
South Carolina
$803K – – –
SIC
482
Salem Investment Counselors
North Carolina
$802K -$49.2K -612 -6%
FMB
483
Field & Main Bank
Kentucky
$797K +$120K +1,493 +18%
ARMT
484
Amica Retiree Medical Trust
Rhode Island
$796K – – –
JF
485
Jump Financial
Illinois
$794K +$212K +2,642 +36%
GAAM
486
Guinness Atkinson Asset Management
California
$790K +$54K +672 +7%
MFG
487
Merit Financial Group
Georgia
$788K +$30.4K +378 +4%
TC
488
Toews Corporation
New Jersey
$779K +$779K +9,700 New
BFG
489
Bleakley Financial Group
New Jersey
$776K -$61.4K -765 -7%
SS
490
Simplicity Solutions
Minnesota
$776K -$61K -759 -7%
GT
491
Glenview Trust
Kentucky
$775K +$65.1K +811 +9%
OCBCO
492
Oversea-Chinese Banking Corp (OCBC)
Singapore
$770K +$770K +9,589 New
FMWA
493
Forvis Mazars Wealth Advisors
Missouri
$766K -$80.6K -1,003 -10%
Cetera Investment Advisers
494
Cetera Investment Advisers
Illinois
$762K +$44.5K +554 +6%
MNBTD
495
Moody National Bank Trust Division
Texas
$759K +$82.7K +1,030 +12%
FI
496
Fractal Investments
Connecticut
$755K – – –
MWM
497
Modera Wealth Management
New Jersey
$749K +$126K +1,564 +20%
ZB
498
Zions Bancorporation
Utah
$747K +$174K +2,166 +30%
FNBT
499
FineMark National Bank & Trust
Florida
$746K +$241 +3 +0%
IWC
500
Integrated Wealth Concepts
Massachusetts
$745K +$17.5K +218 +2%
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