OTIS icon

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 %
MC
1126
Middleton & Co
Massachusetts
– -$269K -3,017 Closed
PG
1127
Proffitt & Goodson
Tennessee
– -$249K -2,798 Closed
FFN
1128
Focus Financial Network
Minnesota
– -$242K -2,717 Closed
PGCM
1129
Prescott Group Capital Management
Oklahoma
– -$240K -2,700 Closed
FTC
1130
Farmers Trust Company
Ohio
– -$240K -2,700 Closed
DOA
1131
D'Orazio & Associates
Virginia
– -$240K -2,696 Closed
CW
1132
CreativeOne Wealth
Kansas
– -$239K -2,682 Closed
APP
1133
Avantax Planning Partners
Iowa
– -$236K -2,647 Closed
IFWM
1134
Institute for Wealth Management
Colorado
– -$229K -2,575 Closed
BEAM
1135
Baker Ellis Asset Management
Washington
– -$222K -2,496 Closed
MF
1136
Montis Financial
Massachusetts
– -$221K -2,486 Closed
WFAG
1137
Wescott Financial Advisory Group
Pennsylvania
– -$219K -2,458 Closed
FCMC
1138
Founders Capital Management (Connecticut)
Connecticut
– -$218K -2,450 Closed
CWM
1139
Congress Wealth Management
Massachusetts
– -$213K -2,395 Closed
NGA
1140
Naples Global Advisors
Florida
– -$213K -2,390 Closed
PWPS
1141
Pinnacle Wealth Planning Services
Ohio
– -$213K -2,389 Closed
CPA
1142
Capital Planning Advisors
California
– -$212K -2,383 Closed
SSA
1143
Schonfeld Strategic Advisors
New York
– -$212K -2,380 Closed
APWM
1144
Atlas Private Wealth Management
New York
– -$211K -2,366 Closed
SL
1145
Sentry LLC
Tennessee
– -$208K -2,335 Closed
CFAM
1146
Center For Asset Management
Florida
– -$208K -2,334 Closed
AO
1147
Advisor OS
Illinois
– -$206K -2,315 Closed
GWP
1148
Gateway Wealth Partners
Wisconsin
– -$205K -2,301 Closed
FIA
1149
Foundations Investment Advisors
Arizona
– -$204K -2,296 Closed
USCWA
1150
U.S. Capital Wealth Advisors
Texas
– -$204K -2,290 Closed
44 45
46
47 48