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

Top Sellers

1
VAM
Vontobel Asset Management
New York
$0
2
DVI
Deccan Value Investors
Connecticut
$0
3
Invesco
Invesco
Georgia
$360M
4
Brown Advisory
Brown Advisory
Maryland
$21.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1026
Steward Financial Group
Texas
$8K +$8K +110 New
TC
1027
Trium Capital
United Kingdom
$7.46K – – –
LJHT
1028
Laurie J. Hall Trustee
$7K -$7.38K -97 -51%
TSWM
1029
Tyler-Stone Wealth Management
Ohio
$7K – – –
Kayne Anderson Rudnick Investment Management
1030
Kayne Anderson Rudnick Investment Management
California
$6.99K – – –
PK
1031
Pflug Koory
Nebraska
$6.86K -$12.3K -150 -64%
FWM
1032
Focused Wealth Management
New York
$6.71K – – –
SL
1033
Salomon & Ludwin
Virginia
$6.51K +$6.51K +81 New
RWPA
1034
Richard W. Paul & Associates
Michigan
$6.26K -$562 -7 -8%
AWM
1035
Abound Wealth Management
Tennessee
$6.2K – – –
MAWCM
1036
Mine & Arao Wealth Creation & Management
California
$6.02K – – –
OP
1037
ORG Partners
Indiana
$6.02K – – –
TWM
1038
Tradition Wealth Management
Minnesota
$6K -$600 -8 -9%
VWM
1039
Venturi Wealth Management
Texas
$5.86K +$5.86K +73 New
TIM
1040
Thompson Investment Management
Wisconsin
$5.38K – – –
NFSG
1041
Newbridge Financial Services Group
Florida
$5.14K – – –
FMP
1042
Financial Management Professionals
Texas
$5K -$5.26K -61 -51%
TVWM
1043
Tower View Wealth Management
Wisconsin
$5K +$86 +1 +2%
SIC
1044
SJS Investment Consulting
Ohio
$4.82K – – –
SR
1045
Syntax Research
Florida
$4.74K +$4.74K +59 New
GFL
1046
Granite FO LLC
New Hampshire
$4.58K – – –
GJIA
1047
Glass Jacobson Investment Advisors
Maryland
$4.38K +$80 +1 +2%
SS
1048
Sunbelt Securities
Texas
$4.18K – – –
WWP
1049
WR Wealth Planners
Missouri
$4.02K – – –
RL
1050
Rogco LP
Oklahoma
$4.02K +$4.02K +50 New
40 41
42
43 44