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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 %
WBC
976
West Branch Capital
Massachusetts
$18.6K – – –
BCPWM
977
Bradley & Co Private Wealth Management
Florida
$18.5K – – –
DIP
978
DT Investment Partners
Pennsylvania
$18.2K – – –
RTL
979
Red Tortoise LLC
Georgia
$18.1K – – –
TSW
980
Thompson Siegel & Walmsley
Virginia
$17K – – –
CCA
981
Column Capital Advisors
Indiana
$16.6K – – –
HCP
982
Hexagon Capital Partners
Arkansas
$16.4K -$562 -7 -3%
RG
983
Retirement Group
California
$16.4K – – –
TF
984
Tompkins Financial
New York
$16.2K +$4.02K +50 +33%
BC
985
Barrett & Company
Rhode Island
$16.1K – – –
SFCL
986
Strengthening Families & Communities LLC
Massachusetts
$16K -$8.16K -100 -34%
HCM
987
Highlander Capital Management
New Jersey
$16K +$16K +196 New
RAM
988
Riggs Asset Management
Pennsylvania
$16K – – –
EARNEST Partners
989
EARNEST Partners
Georgia
$15.7K – – –
SIS
990
Sound Income Strategies
Florida
$14.9K -$802 -10 -5%
CYG
991
Clean Yield Group
Vermont
$14.7K – – –
FP
992
Financial Perspectives
Minnesota
$14.5K – – –
PMFA
993
Plante Moran Financial Advisors
Michigan
$14.1K – – –
WOC
994
West Oak Capital
California
$14K – – –
CMA
995
Cedar Mountain Advisors
Oregon
$13.8K – – –
MA
996
MCF Advisors
Kentucky
$13.7K – – –
TLA
997
Tanglewood Legacy Advisors
Texas
$13.4K – – –
VCM
998
Versant Capital Management
Arizona
$13.4K – – –
WTG
999
West Tower Group
Virginia
$13.4K +$5.14K +64 +62%
TFGT
1000
TS Financial Group (TSFG)
Illinois
$13K – – –
38 39
40
41 42