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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 %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$10.1M -$629K -7,832 -6%
Aberdeen Group
177
Aberdeen Group
United Kingdom
$10.1M -$467K -5,814 -4%
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$10.1M -$89.2K -1,111 -0.9%
PP
179
Prospector Partners
Connecticut
$9.75M +$28.1K +350 +0.3%
DekaBank Deutsche Girozentrale
180
DekaBank Deutsche Girozentrale
Germany
$9.74M -$471K -5,889 -5%
UCFA
181
United Capital Financial Advisors
Texas
$9.62M -$991K -12,334 -9%
DnB Asset Management
182
DnB Asset Management
Norway
$9.61M -$385K -4,796 -4%
BBVA
183
Banco Bilbao Vizcaya Argentaria
Spain
$9.57M -$112K -1,398 -1%
LPL Financial
184
LPL Financial
California
$9.4M +$1.48M +18,478 +19%
ASRS
185
Arizona State Retirement System
Arizona
$9.39M -$91.6K -1,141 -1%
MG
186
Markel Group
Virginia
$9.21M – – –
Comerica Bank
187
Comerica Bank
Texas
$9.13M +$9.13M +113,665 New
SOMRS
188
State of Michigan Retirement System
Michigan
$9.07M -$56.2K -700 -0.6%
CFB
189
Cullen/Frost Bankers
Texas
$9.05M +$192K +2,385 +2%
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$8.97M -$105K -1,310 -1%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$8.95M +$128K +1,589 +1%
AB
192
Amalgamated Bank
New York
$8.94M -$488K -6,078 -5%
MHC
193
Meyer Handelman Company
New York
$8.93M +$2.41K +30 +0%
ACA
194
Anchor Capital Advisors
Massachusetts
$8.8M -$239K -2,974 -3%
AIG
195
American International Group
New York
$8.77M -$238K -2,969 -3%
Federated Hermes
196
Federated Hermes
Pennsylvania
$8.69M +$8.31M +103,473 +2,180%
CWM
197
Connecticut Wealth Management
Connecticut
$8.62M +$14.9K +186 +0.2%
ECM
198
ExodusPoint Capital Management
New York
$8.58M +$4.88M +60,814 +132%
FRAF
199
Första AP-fonden
Sweden
$8.5M -$32.1K -400 -0.4%
Assenagon Asset Management
200
Assenagon Asset Management
Luxembourg
$8.42M +$7.51M +93,569 +826%
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