OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,118 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 332 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
+24
Holders Change %
+2.19%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
332
Reduced
441
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.09B
2
Norges Bank
2
Norges Bank
Norway
$537M
3
Millennium Management
3
Millennium Management
New York
$88.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$214M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$454M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$42.9M
2
SP
2
Sarasin & Partners
United Kingdom
$254M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.96M
4
Goldman Sachs
4
Goldman Sachs
New York
$170M
5
PAM
5
PineStone Asset Management
Quebec, Canada
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
1126
Industrial Alliance Investment Management
Quebec, Canada
– -$1.31M -15,517 Closed
WMSA
1127
Weiss Multi-Strategy Advisers
New York
– -$1.11M -13,107 Closed
CSS
1128
Cubist Systematic Strategies
Connecticut
– -$1M -11,860 Closed
LOAMS
1129
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$954K -11,309 Closed
SAM
1130
Sandbar Asset Management
United Kingdom
– -$937K -11,101 Closed
Point72 Asset Management
1131
Point72 Asset Management
Connecticut
– -$889K -10,531 Closed
GCM
1132
Graham Capital Management
Connecticut
– -$881K -10,442 Closed
KTA
1133
Keeley-Teton Advisors
Illinois
– -$538K -6,380 Closed
FRM
1134
Fox Run Management
Connecticut
– -$472K -5,594 Closed
HIM
1135
Hillsdale Investment Management
Ontario, Canada
– -$441K -5,230 Closed
BC
1136
Brookfield Corp
Ontario, Canada
– -$403K -4,779 Closed
OTL
1137
Oak Thistle LLC
New York
– -$390K -4,618 Closed
WG
1138
Winton Group
United Kingdom
– -$386K -4,571 Closed
SPA
1139
Sherbrooke Park Advisers
New York
– -$380K -4,500 Closed
AT
1140
Arden Trust
Delaware
– -$374K -4,426 Closed
SC
1141
SRB Corp
Massachusetts
– -$366K -4,334 Closed
BAM
1142
Blueshift Asset Management
New Jersey
– -$349K -4,140 Closed
WPC
1143
Waters Parkerson & Co
Louisiana
– -$336K -3,984 Closed
NAS
1144
Nicolet Advisory Services
Wisconsin
– -$297K -3,783 Closed
AWM
1145
Axxcess Wealth Management
California
– -$319K -3,780 Closed
CCT
1146
Capital City Trust
Florida
– -$316K -3,741 Closed
GIA
1147
Gladstone Institutional Advisory
Florida
– -$307K -3,632 Closed
LA
1148
LVW Advisors
New York
– -$293K -3,473 Closed
BFM
1149
Boothbay Fund Management
New York
– -$279K -3,300 Closed
PMEF
1150
Point72 Middle East FZE
United Arab Emirates
– -$271K -3,216 Closed
44 45
46
47 48