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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 %
GKIM
1001
GW&K Investment Management
Massachusetts
$13K +$248 +3 +2%
LFA
1002
Level Financial Advisors
New York
$12.9K – – –
JFGIW
1003
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3K – – –
EDRH
1004
Edmond de Rothschild Holding
Switzerland
$12K -$36.1K -449 -75%
AFS
1005
Annapolis Financial Services
Maryland
$12K – – –
WIM
1006
Westside Investment Management
California
$12K – – –
NSG
1007
Nalls Sherbakoff Group
Tennessee
$12K – – –
CFD
1008
Creative Financial Designs
Indiana
$11.9K +$4.03K +50 +51%
FWA
1009
FSC Wealth Advisors
New York
$11.6K – – –
MHR
1010
Matthew Hamilton Rosenberg
$11.4K – – –
HGERS
1011
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +137 New
IWP
1012
IAG Wealth Partners
Wisconsin
$10.9K – – –
TIM
1013
Tortoise Investment Management
New York
$10.5K +$482 +6 +5%
SN
1014
Sittner & Nelson
Oregon
$9.48K – – –
BAAM
1015
Baker Avenue Asset Management
California
$9.48K +$1.69K +21 +22%
PP
1016
PrairieView Partners
Minnesota
$9K – – –
MFA
1017
McClarren Financial Advisors
Pennsylvania
$9K – – –
Jones Financial Companies
1018
Jones Financial Companies
Missouri
$9K +$9K +112 New
DF
1019
DecisionPoint Financial
Arizona
$8.84K – – –
CFS
1020
CGC Financial Services
Oregon
$8.83K – – –
1832 Asset Management
1021
1832 Asset Management
Ontario, Canada
$8.35K -$1.04K -13 -11%
MAM
1022
Marquette Asset Management
Minnesota
$8.27K +$2.73K +34 +49%
FPFS
1023
First Personal Financial Services
North Carolina
$8.03K – – –
MIA
1024
Milestone Investment Advisors
Wisconsin
$8.03K +$8.03K +100 New
FPB
1025
First PREMIER Bank
South Dakota
$8K – – –
39 40
41
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