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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
AllianceBernstein
Tennessee
$1.44B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$606M
3
PAM
PineStone Asset Management
Quebec, Canada
$228M
4
UIM
USS Investment Management
United Kingdom
$113M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$125M

Top Sellers

1
VAM
Vontobel Asset Management
New York
$0
2
DVI
Deccan Value Investors
Connecticut
$0
3
Invesco
Invesco
Georgia
$360M
4
Brown Advisory
Brown Advisory
Maryland
$21.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
201
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.41M -$13.9M -172,571 -62%
CB
202
Commerce Bank
Missouri
$8.38M -$105K -1,306 -1%
MIM
203
MetLife Investment Management
New Jersey
$8.26M -$243K -3,027 -3%
AIA
204
Allied Investment Advisors
Montana
$7.76M +$91.2K +1,135 +1%
Bank of Nova Scotia
205
Bank of Nova Scotia
Ontario, Canada
$7.73M +$4.64M +57,775 +150%
Stifel Financial
206
Stifel Financial
Missouri
$7.63M +$78.9K +983 +1%
Retirement Systems of Alabama
207
Retirement Systems of Alabama
Alabama
$7.48M -$66.8K -832 -0.9%
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.21M -$653K -8,128 -8%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$7.18M -$183K -2,275 -2%
Allianz Asset Management
210
Allianz Asset Management
Germany
$7.05M -$834K -10,390 -11%
JFG
211
Jefferies Financial Group
New York
$6.98M +$5.67M +70,618 +435%
AP
212
Antipodes Partners
Australia
$6.88M -$37.7M -468,205 -85%
FAF
213
Fjarde Ap-fonden
Sweden
$6.86M -$948K -11,800 -12%
SIC
214
Schwartz Investment Counsel
Michigan
$6.83M -$964K -12,000 -12%
TPSF
215
Texas Permanent School Fund
Texas
$6.77M -$127K -1,585 -2%
GIA
216
Gateway Investment Advisers
Ohio
$6.75M -$551K -6,856 -8%
BFS
217
Bradley Foster & Sargent
Connecticut
$6.72M – – –
II
218
IFM Investors
Australia
$6.66M +$226K +2,816 +4%
COPPSERS
219
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.65M +$860K +10,710 +15%
WCM
220
Windward Capital Management
California
$6.55M -$60.8K -757 -0.9%
Janus Henderson Group
221
Janus Henderson Group
United Kingdom
$6.53M -$2.98M -37,091 -31%
EAMA
222
EFG Asset Management (Americas)
Florida
$6.52M +$35.8K +446 +0.6%
EW
223
Evoke Wealth
California
$6.45M -$336K -4,181 -5%
BPCE
224
Bank Pictet & Cie (Europe)
Germany
$6.41M -$303K -3,771 -5%
AMI
225
Amica Mutual Insurance
Rhode Island
$6.3M – – –
7 8
9
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