OTIS icon

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 %
IFAM
751
Institutional & Family Asset Management
Colorado
$254K – – –
FL
752
Fort LP
Maryland
$252K -$13.7K -171 -5%
MWM
753
Meridian Wealth Management
Kentucky
$252K -$3.94K -49 -2%
SCM
754
Stevens Capital Management
Pennsylvania
$251K +$251K +3,120 New
JLBC
755
J.L. Bainbridge & Co
Florida
$251K +$964 +12 +0.4%
RAM
756
Ramirez Asset Management
New York
$251K +$251K +3,121 New
WB
757
Webster Bank
Connecticut
$249K -$11.2K -140 -4%
TIA
758
Tiemann Investment Advisors
California
$249K – – –
SOW
759
State of Wyoming
Wyoming
$248K -$167K -2,085 -40%
VAS
760
Vestmark Advisory Solutions
Massachusetts
$248K -$446K -5,552 -64%
DJSG
761
D.J. St. Germain
Massachusetts
$247K +$12.4K +155 +5%
SIG
762
Sky Investment Group
Connecticut
$246K +$402 +5 +0.2%
RMCM
763
Reynders McVeigh Capital Management
Massachusetts
$245K +$14.9K +185 +6%
CF
764
Centaurus Financial
California
$245K +$41.6K +518 +20%
FCP
765
Fidelis Capital Partners
Florida
$243K +$1.61K +20 +0.7%
LI
766
LMCG Investments
Massachusetts
$241K -$161 -2 -0.1%
SAM
767
S.A. Mason
Michigan
$241K -$5.86K -73 -2%
UM
768
UniSuper Management
Australia
$241K – – –
SFM
769
Systematic Financial Management
New Jersey
$241K – – –
SLT
770
St Louis Trust
Missouri
$241K – – –
BL
771
Bleichroeder LP
New York
$241K – – –
ESB
772
Essex Savings Bank
Connecticut
$241K +$6.99K +87 +3%
JMFC
773
J.M. Forbes & Co
Massachusetts
$239K – – –
FNT
774
First National Trust
Pennsylvania
$238K -$19.4K -241 -8%
LCM
775
LCM Capital Management
Illinois
$238K -$723 -9 -0.3%
29 30
31
32 33