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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 %
CGL
726
Clarius Group LLC
Washington
$276K -$64.5K -803 -19%
SC
727
SouthState Corp
Florida
$275K -$14.3K -178 -5%
BFS
728
Bard Financial Services
Connecticut
$275K – – –
CWM
729
Concentric Wealth Management
California
$273K -$42.2K -525 -13%
FNB
730
Farmers National Bank
Kentucky
$273K +$482 +6 +0.2%
DAS
731
Dynamic Advisor Solutions
Arizona
$273K +$73.9K +920 +37%
ST
732
Spinnaker Trust
Maine
$271K +$12.4K +154 +5%
KIA
733
KCM Investment Advisors
California
$271K -$10.6K -132 -4%
GW
734
GW & Wade
Massachusetts
$270K +$36.2K +450 +15%
Simplex Trading
735
Simplex Trading
Illinois
$269K +$269K +3,350 New
ACA
736
Aptus Capital Advisors
Alabama
$269K +$269K +3,349 New
MYIA
737
Mount Yale Investment Advisors
Colorado
$267K -$6.67K -83 -2%
DWM
738
Defined Wealth Management
Oregon
$266K +$241 +3 +0.1%
RP
739
Riverwater Partners
Wisconsin
$262K -$4.82K -60 -2%
BWAM
740
Boyd Watterson Asset Management
Ohio
$262K -$1.45K -18 -0.5%
GWM
741
GSB Wealth Management
Connecticut
$261K +$1.53K +19 +0.6%
QCG
742
Quadrant Capital Group
Ohio
$260K +$9.16K +114 +4%
SNB
743
Security National Bank
Nebraska
$260K – – –
RCA
744
Resonant Capital Advisors
Wisconsin
$257K -$53.1K -661 -17%
CWM
745
Calamos Wealth Management
Illinois
$257K +$22.7K +283 +10%
GCP
746
GSA Capital Partners
United Kingdom
$257K +$257K +3,195 New
FMLI
747
Fukoku Mutual Life Insurance
Japan
$256K – – –
DLA
748
Douglas Lane & Associates
New York
$256K +$256K +3,185 New
LBC
749
Lowe Brockenbrough & Co
Virginia
$255K – – –
MPIA
750
Mountain Pacific Investment Advisers
Idaho
$254K – – –
28 29
30
31 32