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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 %
SWA
926
Sutton Wealth Advisors
Florida
$37.1K +$2.57K +32 +7%
RMC
927
Resources Management Corp
Connecticut
$37K – – –
OC
928
Oakworth Capital
Alabama
$36.9K -$2.17K -27 -6%
LS
929
Livforsakringsbolaget Skandia
Sweden
$36.6K – – –
FCAS
930
First Command Advisory Services
Texas
$36K +$36K +448 New
ITIM
931
Indiana Trust & Investment Management
Indiana
$35.3K +$35.3K +440 New
CB
932
CNB Bank
Pennsylvania
$34.5K +$15.4K +192 +81%
AAP
933
Arax Advisory Partners
Colorado
$33.6K +$80 +1 +0.2%
USB
934
Union Savings Bank
Connecticut
$33K – – –
NS
935
NBC Securities
Alabama
$33K +$33K +415 New
TFM
936
TFC Financial Management
Massachusetts
$32.6K – – –
NIC
937
Northwest Investment Counselors
Oregon
$32.5K – – –
M
938
MOTCO
Texas
$32.3K +$2.89K +36 +10%
CB
939
Community Bank
New York
$32.1K – – –
CFG
940
CKW Financial Group
Hawaii
$32K – – –
HFM
941
Harvest Fund Management
China
$32K – – –
CWM
942
CarsonAllaria Wealth Management
Illinois
$31.7K – – –
PWMG
943
Prestige Wealth Management Group
New Jersey
$31K – – –
NF
944
Norwood Financial
Pennsylvania
$30.8K -$803 -10 -3%
JWM
945
Janiczek Wealth Management
Colorado
$30.6K +$17.9K +223 +141%
OCM
946
Orion Capital Management
California
$30.1K +$30.1K +375 New
HFS
947
Hantz Financial Services
Michigan
$30K +$317 +4 +1%
PFP
948
Pinnacle Financial Partners
Tennessee
$29.9K – – –
FAM
949
Flaharty Asset Management
Florida
$29.8K +$29.8K +372 New
DSC
950
Duncker Streett & Co
Missouri
$29.7K – – –
36 37
38
39 40