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Otis Worldwide
OTIS

Overview Fund Activity

1,182 hedge funds and large institutions have $33B invested in Otis Worldwide in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 477 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,182
Holders Change
+91
Holders Change %
+8.34%
% of All Funds
17.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
161
Increased
323
Reduced
477
Closed
57
Calls
$127M
Puts
$45.6M
Net Calls
+$81.1M
Net Calls Change
+$8.25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.1B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.72B
4
UIM
4
USS Investment Management
United Kingdom
$196M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$739M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$257M
3
Invesco
3
Invesco
Georgia
$330M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$2.02M
5
BlackRock
5
BlackRock
New York
$3.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
1126
Fortitude Family Office
Arizona
$4.92K +$4.92K +55 New
GJIA
1127
Glass Jacobson Investment Advisors
Maryland
$4.9K – – –
SS
1128
Sunbelt Securities
Texas
$4.65K – – –
RL
1129
Rogco LP
Oklahoma
$4.47K – – –
LAM
1130
Lummis Asset Management
Texas
$4.47K +$4.47K +50 New
PFSC
1131
Peoples Financial Services Corp
Pennsylvania
$4.47K -$246K -2,750 -98%
PWMG
1132
Provence Wealth Management Group
California
$4.3K – – –
HI
1133
Hoey Investments
Pennsylvania
$4.12K – – –
TFA
1134
Toth Financial Advisory
Virginia
$4.03K – – –
ME
1135
McIlrath & Eck
Washington
$4.03K – – –
AW
1136
Avion Wealth
Texas
$4K +$2.56K +32 +178%
SWA
1137
SOA Wealth Advisors
New York
$3.58K – – –
CWM
1138
Cranbrook Wealth Management
Michigan
$3.31K +$3.31K +37 New
RCM
1139
Raleigh Capital Management
North Carolina
$3.13K +$3.13K +35 New
TWD
1140
True Wealth Design
Ohio
$2.95K – – –
WPA
1141
West Paces Advisors
Georgia
$2.77K +$1.52K +17 +121%
DFA
1142
DHJJ Financial Advisors
Illinois
$2.6K – – –
GWSG
1143
GPS Wealth Strategies Group
Colorado
$2.51K – – –
FFL
1144
Financial Freedom LLC
Ohio
$2.45K – – –
MFT
1145
Moisand Fitzgerald Tamayo
Florida
$2.42K -$20.9K -234 -90%
DF
1146
Dunhill Financial
United Kingdom
$2.41K +$2.41K +27 New
PP
1147
PFS Partners
New Jersey
$2.33K – – –
PCFFS
1148
Pacific Center for Financial Services
California
$2.24K – – –
DPW
1149
DiNuzzo Private Wealth
Pennsylvania
$2.24K +$2.24K +25 New
CPA
1150
Clear Point Advisors
New York
$2.15K +$2.15K +24 New
44 45
46
47 48