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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 %
MPWT
851
MassMutual Private Wealth & Trust
Connecticut
$114K -$21.8K -271 -16%
CLOS
852
Compagnie Lombard Odier SCmA
Switzerland
$112K -$261K -3,255 -70%
CSC
853
Caldwell Sutter Capital
California
$110K – – –
ACA
854
Atlas Capital Advisors
Wyoming
$110K – – –
AWM
855
AllSquare Wealth Management
New York
$108K – – –
CCMW
856
Cypress Capital Management (Wyoming)
Wyoming
$105K – – –
PAG
857
Paladin Advisory Group
Iowa
$102K +$23.2K +289 +29%
ECM
858
Estabrook Capital Management
New York
$102K -$6.51K -81 -6%
QC
859
Quent Capital
New York
$101K – – –
SC
860
Steph & Co
Wisconsin
$101K – – –
CI Investments Inc
861
CI Investments Inc
Ontario, Canada
$100K +$4.42K +55 +5%
GWM
862
Geneos Wealth Management
Colorado
$97.3K -$1.69K -21 -2%
PSB
863
Piscataqua Savings Bank
New Hampshire
$96.9K – – –
AA
864
Alta Advisers
United Kingdom
$96.4K – – –
KIG
865
Kessler Investment Group
Indiana
$94K – – –
GRP
866
Global Retirement Partners
California
$94K +$17.8K +223 +23%
CSB
867
City State Bank
Iowa
$90K -$1.37K -17 -1%
HBW
868
Hazlett, Burt & Watson
West Virginia
$90K +$79 +1 +0.1%
EBA
869
Eagle Bay Advisors
New York
$87K +$9.39K +117 +12%
UIA
870
Ulland Investment Advisors
Minnesota
$86K – – –
FCA
871
FinTrust Capital Advisors
South Carolina
$82.9K -$2.97K -37 -3%
CTWM
872
Cherry Tree Wealth Management
Minnesota
$82.6K – – –
BWP
873
Baldwin Wealth Partners
Massachusetts
$80.3K -$26.5K -330 -25%
CCMI
874
Creative Capital Management Investments
California
$76.1K – – –
HDIM
875
Hanson & Doremus Investment Management
Vermont
$76K – – –
33 34
35
36 37