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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 %
BWL
1076
Bogart Wealth LLC
Virginia
$1.12K – – –
WPA
1077
West Paces Advisors
Georgia
$1.12K – – –
PWA
1078
Provenance Wealth Advisors
Florida
$1.04K +$1.04K +13 New
PCTC
1079
Perkins Coie Trust Company
Washington
$1.04K +$1.04K +13 New
GWM
1080
Guardian Wealth Management
Illinois
$1K – – –
AW
1081
Avion Wealth
Texas
$1K -$667 -12 -40%
OAJ
1082
Ogorek Anthony Joseph
New York
$1K – – –
GTAM
1083
Global Trust Asset Management
Florida
$883 – – –
NMG
1084
New Millennium Group
Utah
$723 – – –
WWM
1085
Wolff Wiese Magana
California
$643 – – –
RA
1086
Rise Advisors
New York
$589 – – –
DWA
1087
Delos Wealth Advisors
Texas
$428 – – –
TWP
1088
TFO Wealth Partners
Ohio
$356 +$178 +2 +100%
PA
1089
PSI Advisors
Florida
$161 – – –
VAM
1090
Vontobel Asset Management
New York
– -$202M -2,117,780 Closed
DVI
1091
Deccan Value Investors
Connecticut
– -$180M -2,019,902 Closed
CF
1092
Canoe Financial
Alberta, Canada
– -$86.3M -968,894 Closed
AIM
1093
Alphinity Investment Management
Australia
– -$37.9M -426,176 Closed
CET
1094
Clean Energy Transition
United Kingdom
– -$16.2M -181,733 Closed
PG
1095
Prostatis Group
Maryland
– -$140K -139,835 Closed
VIA
1096
Vident Investment Advisory
Georgia
– -$9.38M -105,356 Closed
Capital Fund Management (CFM)
1097
Capital Fund Management (CFM)
France
– -$7.68M -86,256 Closed
Walleye Capital
1098
Walleye Capital
New York
– -$7.08M -79,558 Closed
ECU
1099
Eisler Capital (US)
New York
– -$4.43M -49,760 Closed
YIH
1100
Y-Intercept (HK)
Hong Kong
– -$3.84M -43,179 Closed
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