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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 %
FFS
801
Founders Financial Securities
Maryland
$215K +$215K +2,677 New
Bank Julius Baer & Co
802
Bank Julius Baer & Co
Switzerland
$215K -$1.98M -24,750 -90%
GLA
803
Great Lakes Advisors
Illinois
$215K +$1.29K +16 +0.6%
BJL
804
Brighton Jones LLC
Washington
$214K +$16.1K +200 +8%
ATC
805
Adirondack Trust Company
New York
$213K -$2.57K -32 -1%
CCM
806
Cullen Capital Management
New York
$213K – – –
B
807
Bellecapital
Switzerland
$211K – – –
ACP
808
Aveo Capital Partners
Colorado
$210K -$5.06K -63 -2%
AIM
809
Anchor Investment Management
South Carolina
$210K – – –
LWANC
810
Laurel Wealth Advisors (North Carolina)
North Carolina
$210K -$4.98K -62 -2%
CA
811
Cullinan Associates
Kentucky
$209K +$8.03K +100 +4%
HH
812
Hilltop Holdings
Texas
$209K -$3.86K -48 -2%
HFP
813
Holistic Financial Partners
Indiana
$209K +$209K +2,597 New
LB
814
Legacy Bridge
Iowa
$208K – – –
AIM
815
Avity Investment Management
Connecticut
$207K – – –
CWP
816
Cyndeo Wealth Partners
Florida
$204K -$1.61K -20 -0.8%
HW
817
Hancock Whitney
Mississippi
$204K -$45.2K -563 -18%
HCM
818
Howland Capital Management
Massachusetts
$204K -$37.3K -465 -15%
SWS
819
SYSTM Wealth Solutions
Illinois
$203K -$229K -2,856 -53%
GC
820
Gratus Capital
Georgia
$202K – – –
COCM
821
Charter Oak Capital Management
New Hampshire
$202K – – –
ADL
822
Asset Dedication LLC
California
$201K +$7.7K +95 +4%
SIM
823
Sentry Investment Management
Wisconsin
$192K -$21.5K -268 -10%
AF
824
Arrow Financial
New York
$190K +$16.1K +200 +9%
LCM
825
Logan Capital Management
Pennsylvania
$181K – – –
31 32
33
34 35