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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 %
GF
501
Gabelli Funds
New York
$739K -$289K -3,600 -28%
EI
502
Ellevest Inc
New York
$738K +$7.23K +90 +1%
JIC
503
Johnson Investment Counsel
Ohio
$735K -$44.4K -553 -6%
BIM
504
Bridges Investment Management
Nebraska
$734K – – –
PA
505
Parallel Advisors
California
$733K +$1.04K +13 +0.1%
AFA
506
Abacus FCF Advisors
Florida
$726K -$121K -1,502 -14%
GT
507
Greenleaf Trust
Michigan
$725K -$4.34K -54 -0.6%
HP
508
Holowesko Partners
Bahamas
$723K – – –
SNBOSD
509
Security National Bank of So Dak
Iowa
$720K +$13.3K +165 +2%
VI
510
Vestcor Inc
New Brunswick, Canada
$720K -$73.9K -920 -9%
HFBOT
511
Home Federal Bank of Tennessee
Tennessee
$708K -$4.02K -50 -0.6%
DI
512
DFPG Investments
Utah
$705K +$300K +3,725 +74%
DFCM
513
Dark Forest Capital Management
Puerto Rico
$699K +$224K +2,793 +47%
WJWM
514
Williams Jones Wealth Management
New York
$685K – – –
QC
515
Quadrature Capital
United Kingdom
$684K +$684K +8,512 New
SIA
516
Sit Investment Associates
Minnesota
$683K – – –
DWP
517
Daymark Wealth Partners
Ohio
$669K +$102K +1,270 +18%
HWM
518
HB Wealth Management
Georgia
$667K +$135K +1,684 +25%
AIMCA
519
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$667K -$5.41M -67,388 -89%
MHIC
520
Marble Harbor Investment Counsel
Massachusetts
$660K +$11.5K +143 +2%
LI
521
Lafayette Investments
Maryland
$656K +$134K +1,669 +26%
DBIA
522
Dumont & Blake Investment Advisors
New Jersey
$650K +$2.57K +32 +0.4%
HFM
523
Hartford Funds Management
Pennsylvania
$648K +$54.4K +677 +9%
BRWA
524
B. Riley Wealth Advisors
Florida
$646K +$219K +2,732 +51%
CTC
525
Central Trust Company
Missouri
$646K +$5.22K +65 +0.8%
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