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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
1
AllianceBernstein
Tennessee
$1.44B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$606M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$228M
4
UIM
4
USS Investment Management
United Kingdom
$113M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$125M

Top Sellers

1
VAM
1
Vontobel Asset Management
New York
$0
2
DVI
2
Deccan Value Investors
Connecticut
$0
3
Invesco
3
Invesco
Georgia
$360M
4
Brown Advisory
4
Brown Advisory
Maryland
$21.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$96.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
901
Carolinas Wealth Consulting
North Carolina
$56.7K – – –
OSNBOA
902
Old Second National Bank of Aurora
Illinois
$56.2K – – –
HRC
903
Hoertkorn Richard Charles
$54.8K – – –
FCT
904
First Community Trust
Iowa
$54.8K – – –
JWA
905
JFS Wealth Advisors
Pennsylvania
$52.3K -$241 -3 -0.5%
APW
906
Acima Private Wealth
Virginia
$52.2K -$14.8K -184 -22%
CBT
907
CoreFirst Bank & Trust
Kansas
$50.8K -$6.34K -79 -11%
MWM
908
Mascoma Wealth Management
New Hampshire
$50.2K – – –
BCMLT
909
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.7K – – –
JGIA
910
Jackson Grant Investment Advisers
Connecticut
$48.6K +$161 +2 +0.3%
KFI
911
Key Financial Inc
Pennsylvania
$48.3K – – –
MMG
912
Monetary Management Group
Missouri
$47.9K -$38.1K -475 -44%
GCM
913
Gables Capital Management
Florida
$46.2K – – –
PB
914
Pinnacle Bancorp
Nebraska
$45.9K – – –
SWM
915
Sugarloaf Wealth Management
Georgia
$45.6K +$80 +1 +0.2%
JFA
916
JNBA Financial Advisors
Minnesota
$45.1K – – –
APC
917
Aspire Private Capital
North Carolina
$44.9K – – –
FGAM
918
Financial Gravity Asset Management
Texas
$44.9K +$44.9K +192 New
IBOK
919
Independence Bank of Kentucky
Kentucky
$44.3K – – –
RW
920
RVW Wealth
California
$44.2K +$44.2K +550 New
AGWCA
921
Annis Gardner Whiting Capital Advisors
Florida
$42.4K +$42.4K +528 New
SCA
922
Stonebridge Capital Advisors
Minnesota
$42.3K – – –
CAL
923
Capital Advisors Ltd
Ohio
$42K – – –
CPG
924
Cornerstone Planning Group
New Jersey
$38.8K -$2.57K -32 -6%
AWM
925
Avior Wealth Management
Nebraska
$38.6K +$11.5K +143 +42%
35 36
37
38 39