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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 %
YIH
1101
Y-Intercept (HK)
Hong Kong
– -$3.84M -43,179 Closed
IECM
1102
Intrinsic Edge Capital Management
Illinois
– -$3.56M -40,000 Closed
LIP
1103
Lighthouse Investment Partners
Florida
– -$2.58M -29,000 Closed
BCM
1104
Bayesian Capital Management
New York
– -$1.93M -21,700 Closed
LGF
1105
LGT Group Foundation
Liechtenstein
– -$1.9M -21,325 Closed
V
1106
Veritable
Delaware
– -$1.73M -19,426 Closed
ZIG
1107
Zurich Insurance Group
Switzerland
– -$1.43M -16,100 Closed
MHS
1108
M Holdings Securities
Oregon
– -$1.24M -13,950 Closed
ST
1109
Sabal Trust
Florida
– -$1.06M -11,951 Closed
LCAM
1110
London & Capital Asset Management
United Kingdom
– -$965K -10,839 Closed
CC
1111
Centiva Capital
New York
– -$909K -10,213 Closed
CANY
1112
Caxton Associates (New York)
New York
– -$757K -8,501 Closed
TGAM
1113
TBH Global Asset Management
Tennessee
– -$743K -8,342 Closed
PP
1114
Paloma Partners
Connecticut
– -$714K -8,016 Closed
DTL
1115
Dynamic Technology Lab
Singapore
– -$588K -6,608 Closed
IFU
1116
iSAM Funds (UK)
United Kingdom
– -$547K -6,150 Closed
SFFS
1117
Stonehage Fleming Financial Services
Jersey
– -$533K -6,011 Closed
E
1118
Ergoteles
New York
– -$527K -5,922 Closed
AM
1119
AGF Management
Ontario, Canada
– -$467K -5,247 Closed
TC
1120
TownSquare Capital
Utah
– -$405K -4,553 Closed
QT
1121
Quantamental Technologies
New York
– -$389K -4,371 Closed
ALAM
1122
Asahi Life Asset Management
Japan
– -$383K -4,300 Closed
SBH
1123
Segall Bryant & Hamill
Illinois
– -$353K -3,971 Closed
MC
1124
Machina Capital
France
– -$271K -3,050 Closed
CAG
1125
Crestwood Advisors Group
Massachusetts
– -$269K -3,024 Closed
43 44
45
46 47