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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 %
GI
951
Gradient Investments
Minnesota
$29.2K -$3.37K -42 -10%
BCA
952
Bray Capital Advisors
Florida
$28.1K – – –
TC
953
Truvestments Capital
Florida
$28.1K – – –
FRA
954
Front Row Advisors
California
$27.9K -$241 -3 -0.9%
LTI
955
Laffer Tengler Investments
Tennessee
$26.9K – – –
ACM
956
Antonetti Capital Management
Florida
$26.1K – – –
AWM
957
Atticus Wealth Management
Florida
$26K – – –
IFS
958
Intelligent Financial Strategies
Minnesota
$25.4K – – –
AssetMark Inc
959
AssetMark Inc
California
$24.7K +$80 +1 +0.3%
CAC
960
Core Alternative Capital
Georgia
$24.3K – – –
UCB
961
United Community Bank
South Carolina
$24.1K +$24.1K +300 New
NRG
962
Nemes Rush Group
Michigan
$23.4K – – –
AF
963
Advisornet Financial
Minnesota
$22K -$14.4K -179 -40%
BFEC
964
Benjamin F. Edwards & Company
Missouri
$22K +$4.24K +53 +24%
RFA
965
Resurgent Financial Advisors
Georgia
$21.4K -$9K -112 -30%
KFS
966
Kelly Financial Services
Massachusetts
$21.3K +$80 +1 +0.4%
VAG
967
VisionPoint Advisory Group
Texas
$21.2K +$21.2K +264 New
AIC
968
Archer Investment Corporation
Indiana
$21.1K – – –
CAM
969
Costello Asset Management
Pennsylvania
$21K – – –
MFT
970
Moisand Fitzgerald Tamayo
Florida
$21K – – –
GEA
971
Glen Eagle Advisors
New Jersey
$20.1K -$2.01K -25 -9%
OCM
972
Osterweis Capital Management
California
$20.1K – – –
KFP
973
KB Financial Partners
New Jersey
$20K -$82 -1 -0.4%
AAG
974
Armstrong Advisory Group
Massachusetts
$19.8K – – –
CWP
975
Concord Wealth Partners
Virginia
$19K – – –
37 38
39
40 41