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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
126
Brown Advisory
Maryland
$21.3M -$171M -2,123,586 -89%
Allspring Global Investments
127
Allspring Global Investments
North Carolina
$21M -$4.01M -49,985 -16%
BTCPP
128
Border to Coast Pensions Partnership
United Kingdom
$21M – – –
Robeco Institutional Asset Management
129
Robeco Institutional Asset Management
Netherlands
$20.6M +$2.98M +37,109 +17%
ET
130
Equitable Trust
Tennessee
$20.2M +$12.1K +151 +0.1%
SEI Investments
131
SEI Investments
Pennsylvania
$19.3M -$421K -5,248 -2%
US Bancorp
132
US Bancorp
Minnesota
$18.7M -$2.03M -25,127 -10%
QPBE
133
Quintet Private Bank (Europe)
Luxembourg
$18.7M +$18.4M +228,497 +4,882%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$18.7M -$503K -6,263 -3%
Canada Pension Plan Investment Board
135
Canada Pension Plan Investment Board
Ontario, Canada
$18.2M +$4.58M +57,000 +34%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$18M -$973K -12,114 -5%
AQR Capital Management
137
AQR Capital Management
Connecticut
$17.8M -$2.4M -29,890 -12%
RJA
138
Raymond James & Associates
Florida
$17.7M -$645K -8,036 -4%
Corient Private Wealth
139
Corient Private Wealth
Florida
$17.6M +$148K +1,845 +0.8%
FMI
140
Factory Mutual Insurance
Massachusetts
$17.5M – – –
Swedbank
141
Swedbank
Sweden
$17M +$1.2M +14,900 +8%
Two Sigma Investments
142
Two Sigma Investments
New York
$17M +$15.5M +192,538 +1,030%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$16.7M -$500K -6,220 -3%
DIA
144
Davidson Investment Advisors
Montana
$16.7M +$285K +3,550 +2%
NLGIA
145
Nippon Life Global Investors Americas
New York
$16.6M +$4.76M +59,280 +40%
MSV
146
MN Services Vermogensbeheer
Netherlands
$16.1M +$265K +3,300 +2%
IMRF
147
Illinois Municipal Retirement Fund
Illinois
$14.9M +$2.78M +34,616 +23%
Franklin Resources
148
Franklin Resources
California
$14.6M +$75.1K +935 +0.5%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$14.6M +$73.9K +920 +0.5%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$14.3M +$846K +10,527 +6%
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