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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 %
GPA
576
Garrison Point Advisors
California
$476K – – –
SI
577
Stephens Inc
Arkansas
$474K -$7.39K -92 -2%
AAM
578
Advisors Asset Management
Colorado
$473K +$104K +1,300 +28%
FMAEN1
579
Fund Management at Engine No 1
California
$473K +$40.4K +503 +9%
SIA
580
Soltis Investment Advisors
Utah
$471K -$2.33K -29 -0.5%
WDA
581
Wendell David Associates
New Hampshire
$470K -$6.02K -75 -1%
CL
582
Choreo LLC
Illinois
$468K -$1.69K -21 -0.4%
NA
583
NewEdge Advisors
Louisiana
$464K +$15.3K +191 +3%
VBCG
584
Valley Brook Capital Group
Pennsylvania
$460K -$100K -1,250 -18%
IAS
585
Investment Advisory Services
Texas
$460K – – –
MA
586
Montag & Associates
Georgia
$459K – – –
ONB
587
Old National Bancorp
Indiana
$459K -$18.4K -229 -4%
BP
588
Ballentine Partners
Massachusetts
$456K +$69.7K +868 +18%
HL
589
HeadInvest LLC
Maine
$455K +$6.52K +82 +1%
BCV
590
Banque Cantonale Vaudoise
Switzerland
$452K -$90.4K -1,128 -17%
TWC
591
TD Waterhouse Canada
Ontario, Canada
$450K +$69K +857 +18%
AIP
592
Ameritas Investment Partners
Nebraska
$448K – – –
KWM
593
Kingsview Wealth Management
Oregon
$445K +$43.6K +543 +11%
FC
594
Forte Capital
New York
$444K -$1.37K -17 -0.3%
SCM
595
Schnieders Capital Management
California
$443K – – –
AWS
596
Atria Wealth Solutions
New York
$439K -$12.4K -154 -3%
VVP
597
Venture Visionary Partners
Ohio
$435K -$5.79K -72 -1%
NAM
598
NorthCrest Asset Manangement
Minnesota
$433K -$50.5K -629 -10%
UB
599
UMB Bank
Missouri
$432K -$5.94K -74 -1%
WSTAM
600
Wilbanks Smith & Thomas Asset Management
Virginia
$431K -$38.4K -478 -8%
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