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Otis Worldwide
OTIS

Overview Fund Activity

1,090 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, 351 increasing their positions, 400 reducing their positions, and 93 closing their positions.

Holders
1,090
Holders Change
-27
Holders Change %
-2.42%
% of All Funds
17.38%
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
351
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 Market Value Shares Shares
Change 		Shares
Change %
TC
101
TwinBeech Capital
New York
$33M 410,985 +3,403 +0.8%
Impax Asset Management Group
102
Impax Asset Management Group
United Kingdom
$32.5M 404,195 -19,985 -5%
KBC Group
103
KBC Group
Belgium
$32.2M 401,185 +8,476 +2%
First Trust Advisors
104
First Trust Advisors
Illinois
$32.1M 399,382 -326,673 -45%
Prudential Financial
105
Prudential Financial
New Jersey
$31.3M 389,161 +9,472 +2%
BG
106
Bahl & Gaynor
Ohio
$31M 386,462 +82,054 +27%
Nordea Investment Management
107
Nordea Investment Management
Sweden
$29.9M 370,525 +86,596 +30%
Renaissance Technologies
108
Renaissance Technologies
New York
$29.5M 367,700 +146,100 +66%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$29.2M 345,641 +64,736 +23%
Victory Capital Management
110
Victory Capital Management
Texas
$28.9M 359,976 +16,353 +5%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$27.1M 337,073 +191,449 +131%
OIAM
112
OFI Invest Asset Management
France
$27M 355,291 -126,171 -26%
Two Sigma Advisers
113
Two Sigma Advisers
New York
$26.2M 326,200 -368,300 -53%
BPC
114
Banque Pictet & Cie
Switzerland
$26.1M 325,601 -32,550 -9%
CS
115
Candriam SCA
Luxembourg
$25.8M 321,708 -9,460 -3%
Ameriprise
116
Ameriprise
Minnesota
$24.9M 309,847 -5,964 -2%
WF
117
Welch & Forbes
Massachusetts
$24.6M 305,819 +2,143 +0.7%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$24.4M 304,161 +272,964 +875%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$24.3M 302,893 -8,409 -3%
VNIM
120
Vaughan Nelson Investment Management
Texas
$24.3M 302,878 +2,464 +0.8%
Man Group
121
Man Group
United Kingdom
– – -231,508 Closed
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$23.1M 290,472 +6,317 +2%
NAM
123
Nissay Asset Management
Japan
$23M 285,774 -466,148 -62%
PWLP
124
Prio Wealth Limited Partnership
Massachusetts
$22.9M 285,620 -7,867 -3%
BMSSC
125
B. Metzler seel. Sohn & Co
Germany
$21.7M 269,854 -24,646 -8%
3 4
5
6 7