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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 %
GVAG
776
Great Valley Advisor Group
Delaware
$238K -$25.9K -322 -10%
GPI
777
General Partner Inc
Pennsylvania
$237K – – –
NECFA
778
New England Capital Financial Advisors
Connecticut
$235K -$7.71K -96 -3%
CPA
779
Court Place Advisors
Maryland
$235K -$803 -10 -0.3%
SWMP
780
Signature Wealth Management Partners
New Jersey
$234K – – –
SCM
781
Shelton Capital Management
Colorado
$230K – – –
FAFN
782
First Affirmative Financial Network
Colorado
$229K +$47.3K +589 +26%
MMPW
783
Mitchell McLeod Pugh & Williams
Alabama
$229K – – –
AA
784
Ancora Advisors
Ohio
$228K -$2.01K -25 -0.9%
FHA
785
First Horizon Advisors
Tennessee
$228K +$964 +12 +0.4%
AA
786
Addison Advisors
Vermont
$228K +$7.31K +91 +3%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K +$1.65K +21 +0.7%
OIA
788
Optimum Investment Advisors
Illinois
$225K – – –
PFSC
789
Peoples Financial Services Corp
Pennsylvania
$225K – – –
SWA
790
Stratos Wealth Advisors
Ohio
$223K +$12.9K +160 +6%
KOMWMG
791
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$222K – – –
RWM
792
Ritholtz Wealth Management
New York
$222K -$126K -1,569 -36%
ST
793
Sentinel Trust
Texas
$221K +$12K +149 +6%
9WM
794
9258 Wealth Management
Ohio
$220K – – –
PFS
795
Prospera Financial Services
Texas
$220K -$2.17K -27 -1%
EH
796
Equitable Holdings
New York
$219K +$33.8K +421 +18%
ICG
797
InterOcean Capital Group
Tennessee
$219K – – –
FCBT
798
First Citizens Bank & Trust
North Carolina
$216K – – –
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$1.04K -13 -0.5%
MCA
800
MSH Capital Advisors
Arizona
$216K – – –
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