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Otis Worldwide
OTIS

Overview Fund Activity

1,090 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, 351 increasing their positions, 400 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
-27
Holders Change %
-2.42%
% of All Funds
17.38%
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
351
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 %
Legacy Financial Group (Iowa)
1051
Legacy Financial Group (Iowa)
Iowa
$3.94K +$3.94K +49 New
PWMG
1052
Provence Wealth Management Group
California
$3.86K +$3.86K +48 New
HI
1053
Hoey Investments
Pennsylvania
$3.7K – – –
ME
1054
McIlrath & Eck
Washington
$3.61K – – –
TFA
1055
Toth Financial Advisory
Virginia
$3.61K – – –
SWA
1056
SOA Wealth Advisors
New York
$3.21K – – –
First Eagle Investment Management
1057
First Eagle Investment Management
New York
$3.13K -$5.38K -67 -63%
FGA
1058
Fortis Group Advisors
New Jersey
$3.05K +$3.05K +38 New
TWD
1059
True Wealth Design
Ohio
$2.65K – – –
IPW
1060
Impact Partnership Wealth
Georgia
$2.41K +$2.41K +30 New
DFA
1061
DHJJ Financial Advisors
Illinois
$2.33K +$2.33K +29 New
GWSG
1062
GPS Wealth Strategies Group
Colorado
$2.25K – – –
FFL
1063
Financial Freedom LLC
Ohio
$2.19K – – –
PP
1064
PFS Partners
New Jersey
$2.09K – – –
ECM
1065
Everence Capital Management
Indiana
$2.04K – – –
PCFFS
1066
Pacific Center for Financial Services
California
$2.01K – – –
VNA
1067
Valley National Advisers
Pennsylvania
$2K – – –
NCM
1068
Northwest Capital Management
Oregon
$1.85K – – –
TLCM
1069
Twin Lakes Capital Management
California
$1.84K – – –
ETC
1070
Exchange Traded Concepts
Oklahoma
$1.61K -$30K -374 -95%
TCM
1071
TD Capital Management
Tennessee
$1.61K – – –
ICM
1072
Intrepid Capital Management
Florida
$1.61K – – –
TCA
1073
Trifecta Capital Advisors
Illinois
$1.21K – – –
CCM
1074
Chilton Capital Management
Texas
$1.21K – – –
CAS
1075
Coppell Advisory Solutions
Texas
$1.18K -$10.6K -135 -90%
41 42
43
44 45