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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
$1.44B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$606M
3
PAM
PineStone Asset Management
Quebec, Canada
$228M
4
UIM
USS Investment Management
United Kingdom
$113M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$125M

Top Sellers

1
VAM
Vontobel Asset Management
New York
$0
2
DVI
Deccan Value Investors
Connecticut
$0
3
Invesco
Invesco
Georgia
$360M
4
Brown Advisory
Brown Advisory
Maryland
$21.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
701
Financial Advisory Group
Texas
$298K -$7.55K -94 -2%
FM
702
Foster & Motley
Ohio
$298K -$49.9K -621 -14%
MP
703
McDonald Partners
Ohio
$294K -$1.12K -14 -0.4%
WT
704
Washington Trust
Rhode Island
$293K -$54.7K -681 -16%
DCM
705
Donaldson Capital Management
Indiana
$293K -$32.2K -401 -10%
WTA
706
Washington Trust Advisors
Massachusetts
$290K – – –
NB
707
Northwest Bancshares
Pennsylvania
$290K -$10K -125 -3%
BFA
708
Bragg Financial Advisors
North Carolina
$289K -$45.2K -563 -14%
NIM
709
Northeast Investment Management
Massachusetts
$288K +$64.2K +800 +29%
FIM
710
Fruth Investment Management
Texas
$287K -$4.01K -50 -1%
NAM
711
NTV Asset Management
West Virginia
$286K -$10.9K -136 -4%
BIA
712
Bell Investment Advisors
California
$284K -$803 -10 -0.3%
FB
713
Fulton Bank
Pennsylvania
$284K -$26K -324 -8%
PWMAG
714
Pinnacle Wealth Management Advisory Group
New Jersey
$284K -$562 -7 -0.2%
ASN
715
Advisory Services Network
Georgia
$284K +$31.6K +394 +13%
LRPA
716
L. Roy Papp & Associates
Arizona
$283K +$9K +112 +3%
EF
717
Empowered Funds
Pennsylvania
$283K +$45.7K +569 +19%
SFI
718
Siemens Fonds Invest
Germany
$282K – – –
TH
719
TCTC Holdings
Texas
$281K – – –
AP
720
Americana Partners
Texas
$279K +$279K +3,477 New
FFM
721
Forum Financial Management
Illinois
$279K – – –
CT
722
Chicago Trust
Illinois
$279K -$29.9K -372 -10%
FHA
723
Flagship Harbor Advisors
Massachusetts
$279K -$12.2K -152 -4%
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$277K -$18.8K -234 -6%
Members Trust
725
Members Trust
Florida
$276K – – –
27 28
29
30 31