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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 %
KI
826
Kapitalo Investimentos
Brazil
$179K +$179K +2,228 New
DMBA
827
Deseret Mutual Benefit Administrators
Utah
$177K -$2.17K -27 -1%
EWA
828
EverSource Wealth Advisors
Alabama
$169K -$241 -3 -0.1%
GBT
829
Grove Bank & Trust
Florida
$166K – – –
MCM
830
Manchester Capital Management
Vermont
$166K -$1.69M -21,102 -91%
PPC
831
Park Place Capital
Alabama
$164K +$77K +959 +88%
IA
832
IFP Advisors
Florida
$160K -$2.01K -25 -1%
CT
833
Colonial Trust
South Carolina
$159K – – –
FFC
834
First Financial Corp
Indiana
$158K -$9.48K -118 -6%
N
835
Natixis
France
$157K +$157K +1,949 New
CHA
836
Carmichael Hill & Associates
Maryland
$155K – – –
ST
837
Smithfield Trust
Pennsylvania
$145K – – –
CFGS
838
Concourse Financial Group Securities
Alabama
$142K -$642 -8 -0.4%
HIA
839
Harbor Investment Advisory
Maryland
$133K -$34.1K -425 -20%
CNBTD
840
Citizens National Bank Trust Department
Mississippi
$131K – – –
Acadian Asset Management
841
Acadian Asset Management
Massachusetts
$129K -$1.38M -17,200 -91%
NSIM
842
North Star Investment Management
Illinois
$128K +$7.23K +90 +6%
FFA
843
Farther Finance Advisors
California
$127K +$94.1K +1,172 +288%
BONH
844
Bank of New Hampshire
New Hampshire
$126K – – –
HI
845
Harbour Investments
Wisconsin
$126K +$1.77K +22 +1%
FMTCOCP
846
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$124K – – –
BSB
847
Bangor Savings Bank
Maine
$120K -$6.26K -78 -5%
AIM
848
Acropolis Investment Management
Missouri
$120K -$2.81K -35 -2%
QL
849
Quarry LP
New York
$119K +$110K +1,372 +1,294%
FDCC
850
Foster Dykema Cabot & Co
Massachusetts
$117K – – –
32 33
34
35 36