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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 %
CCWM
1151
Cassaday & Co Wealth Management
Virginia
– -$204K -2,287 Closed
MPI
1152
Mairs & Power Inc
Minnesota
– -$203K -2,276 Closed
CCA
1153
Cobblestone Capital Advisors
New York
– -$202K -2,273 Closed
SVCP
1154
Silicon Valley Capital Partners
California
– -$202K -2,272 Closed
CI
1155
Conning Inc
Connecticut
– -$202K -2,270 Closed
RCM
1156
Radnor Capital Management
Pennsylvania
– -$201K -2,259 Closed
HT
1157
Headlands Technologies
Illinois
– -$183K -2,054 Closed
WSC
1158
Wellington Shields & Co
New York
– -$170K -1,914 Closed
HS
1159
Horan Securities
United States
– -$121K -1,360 Closed
MG
1160
Mather Group
Illinois
– -$110K -1,231 Closed
Parallax Volatility Advisers
1161
Parallax Volatility Advisers
California
– -$105K -1,182 Closed
CA
1162
Crewe Advisors
Utah
– -$101K -1,132 Closed
LFASL
1163
Lugano Financial Advisors SA (LFA)
Switzerland
– -$92.7K -1,041 Closed
TFP
1164
Tilia Fiduciary Partners
North Carolina
– -$85.6K -962 Closed
FBC
1165
Fairfield, Bush & Co
Connecticut
– -$76.8K -863 Closed
CFO
1166
CVA Family Office
Colorado
– -$71.4K -802 Closed
PIAS
1167
PCA Investment Advisory Services
Ohio
– -$52.3K -587 Closed
WSCM
1168
Wellington Shields Capital Management
New York
– -$50.4K -566 Closed
SSG
1169
Summit Securities Group
New York
– -$48K -539 Closed
BAM
1170
Bosun Asset Management
Illinois
– -$44.5K -500 Closed
FA
1171
Fiduciary Alliance
South Carolina
– -$25.3K -284 Closed
OPTFSNA
1172
Old Point Trust & Financial Services N A
Virginia
– -$22.3K -250 Closed
OA
1173
Operose Advisors
Wisconsin
– -$20K -225 Closed
AS
1174
Altshuler Shaham
Israel
– -$18.4K -207 Closed
DI
1175
Disciplined Investments
Oklahoma
– -$9.26K -104 Closed
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