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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 %
FWTB
676
First Western Trust Bank
Colorado
$328K -$13.8K -172 -4%
FFA
677
First Foundation Advisors
California
$328K +$328K +4,087 New
TCPWM
678
Traverso Chambers Private Wealth Management
California
$328K – – –
GS
679
GTS Securities
New York
$327K +$143K +1,782 +78%
FLPIM
680
F.L. Putnam Investment Management
Massachusetts
$326K -$16.6K -207 -5%
PL
681
Perpetual Ltd
Australia
$326K – – –
HSA
682
HBK Sorce Advisory
Pennsylvania
$326K -$10.1K -126 -3%
AP
683
Atwood & Palmer
Missouri
$323K – – –
QT
684
Quantbot Technologies
New York
$320K +$320K +3,986 New
AWM
685
Aberdeen Wealth Management
Illinois
$319K – – –
GFS
686
GYL Financial Synergies
Connecticut
$316K +$2.01K +25 +0.6%
SVWAG
687
Sound View Wealth Advisors Group
Georgia
$315K +$2.57K +32 +0.8%
LNC
688
Lincoln National Corp
Pennsylvania
$314K -$47.9K -597 -13%
CI
689
CX Institutional
Indiana
$314K -$43.7K -544 -12%
WPW
690
Waldron Private Wealth
Pennsylvania
$311K -$54.6K -680 -15%
Capstone Investment Advisors
691
Capstone Investment Advisors
New York
$310K +$68K +847 +28%
NW
692
NewEdge Wealth
Pennsylvania
$310K +$29.2K +364 +10%
CCT
693
Chemung Canal Trust
New York
$309K -$6.59K -82 -2%
PP
694
Patten & Patten
Tennessee
$309K – – –
SYBT
695
Stock Yards Bank & Trust
Kentucky
$304K +$6.75K +84 +2%
CC
696
Courier Capital
New York
$302K -$2.01K -25 -0.7%
CTA
697
Colonial Trust Advisors
South Carolina
$302K -$2.41K -30 -0.8%
GL
698
Graypoint LLC
New York
$301K -$13.3K -165 -4%
ACIM
699
Azimuth Capital Investment Management
Michigan
$300K – – –
CCB
700
Country Club Bank
Missouri
$298K -$58K -721 -16%
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