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Otis Worldwide
OTIS

Overview Fund Activity

1,118 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.09B
2
Norges Bank
Norges Bank
Norway
$537M
3
Millennium Management
Millennium Management
New York
$88.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$214M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$454M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$42.9M
2
SP
Sarasin & Partners
United Kingdom
$254M
3
Citadel Advisors
Citadel Advisors
Florida
$5.96M
4
Goldman Sachs
Goldman Sachs
New York
$170M
5
PAM
PineStone Asset Management
Quebec, Canada
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFP
901
Tilia Fiduciary Partners
North Carolina
$85.6K -$356 -4 -0.4%
GRP
902
Global Retirement Partners
California
$84.7K -$356 -4 -0.4%
CCMI
903
Creative Capital Management Investments
California
$84.3K +$46.7K +525 +124%
HDIM
904
Hanson & Doremus Investment Management
Vermont
$84K – – –
MTIC
905
Missouri Trust & Investment Company
Missouri
$83.8K +$39.1K +439 +87%
FCA
906
FinTrust Capital Advisors
South Carolina
$83.7K – – –
DAC
907
Dividend Assets Capital
South Carolina
$82K -$368K -4,113 -82%
RFG
908
RFP Financial Group
Georgia
$80.8K +$71.2K +800 +741%
CSWM
909
Cassady Schiller Wealth Management
Ohio
$78.5K +$2.94K +33 +4%
CT
910
Clearstead Trust
Maine
$78.2K -$8.81K -99 -10%
FBC
911
Fairfield, Bush & Co
Connecticut
$76.8K +$76.8K +863 New
APW
912
Acima Private Wealth
Virginia
$74.2K – – –
MSFP
913
Mark Sheptoff Financial Planning
Connecticut
$74.1K -$19.4K -218 -21%
JEST
914
JTC Employer Solutions Trustee
Jersey
$74K – – –
GWS
915
Glassman Wealth Services
Virginia
$73.4K -$5.34K -60 -7%
EWM
916
Evermay Wealth Management
Virginia
$73.2K -$89 -1 -0.1%
CFFP
917
Center for Financial Planning
Michigan
$73K – – –
CFO
918
CVA Family Office
Colorado
$71.4K +$1.78K +20 +3%
MIM
919
Meridiem Investment Management
United Kingdom
$71.2K – – –
RFA
920
Register Financial Advisors
Georgia
$71.2K +$13.4K +150 +23%
C
921
Covestor
United Kingdom
$70K +$713 +8 +1%
SWM
922
Spire Wealth Management
Virginia
$69.1K -$10.3K -116 -13%
MRCM
923
M&R Capital Management
New Jersey
$67.6K – – –
CWC
924
Carolinas Wealth Consulting
North Carolina
$64.9K -$98 -6 -0.2%
OC
925
Oakmont Corp
California
$64.3K -$4.18K -47 -6%
35 36
37
38 39