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Otis Worldwide
OTIS

Overview Fund Activity

1,117 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, 331 increasing their positions, 441 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+24
Holders Change %
+2.2%
% of All Funds
17.62%
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
331
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 %
MIC
1151
Meridian Investment Counsel
California
– -$265K -3,137 Closed
FFA
1152
First Foundation Advisors
California
– -$243K -2,883 Closed
BAM
1153
Belpointe Asset Management
Nevada
– -$241K -2,857 Closed
CC
1154
Cipher Capital
New York
– -$230K -2,724 Closed
GA
1155
Geller Advisors
New York
– -$213K -2,522 Closed
LIM
1156
Leavell Investment Management
Alabama
– -$211K -2,502 Closed
CFO
1157
Custos Family Office
Texas
– -$211K -2,500 Closed
B
1158
Bailard
California
– -$211K -2,497 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1159
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$169K -1,997 Closed
FA
1160
Fortis Advisors
Pennsylvania
– -$101K -1,200 Closed
Walleye Trading
1161
Walleye Trading
New York
– -$83.6K -990 Closed
AAS
1162
Ameritas Advisory Services
Nebraska
– -$76.8K -918 Closed
TWA
1163
TCI Wealth Advisors
Arizona
– -$51.3K -608 Closed
NHT
1164
New Hampshire Trust
New Hampshire
– -$46.4K -550 Closed
ONST
1165
Old North State Trust
North Carolina
– -$43K -507 Closed
RTC
1166
Riverview Trust Company
Washington
– -$42.2K -500 Closed
AWM
1167
Accel Wealth Management
Iowa
– -$37.9K -449 Closed
CSPAM
1168
Cary Street Partners Asset Management
Virginia
– -$37.2K -441 Closed
OCM
1169
Orion Capital Management
California
– -$31.7K -375 Closed
PCTC
1170
Perkins Coie Trust Company
Washington
– -$17.5K -207 Closed
SFG
1171
Steward Financial Group
Texas
– -$9K -113 Closed
MIA
1172
Milestone Investment Advisors
Wisconsin
– -$8.44K -100 Closed
SC
1173
Schubert & Co
Texas
– -$4.47K -53 Closed
TCWA
1174
Ten Capital Wealth Advisors
Washington
– -$3.55K -42 Closed
GFPC
1175
Global Financial Private Client
Florida
– -$3.12K -37 Closed
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