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Otis Worldwide
OTIS

Overview Fund Activity

1,101 hedge funds and large institutions have $27.6B invested in Otis Worldwide in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 298 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
+64
Holders Change %
+6.17%
% of All Funds
17.76%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.26%
New
159
Increased
298
Reduced
431
Closed
72
Calls
$165M
Puts
$363M
Net Calls
-$198M
Net Calls Change
-$79.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$165M
2
Invesco
Invesco
Georgia
$524M
3
Capital Research Global Investors
Capital Research Global Investors
California
$588M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$468M
5
PI
Putnam Investments
Massachusetts
$150M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$37.4M
2
ClearBridge Investments
ClearBridge Investments
New York
$119M
3
Goldman Sachs
Goldman Sachs
New York
$156M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.6M
5
Boston Partners
Boston Partners
Massachusetts
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
226
LPL Financial
California
$7.49M -$764K -9,759 -9%
EW
227
Evoke Wealth
California
$7.42M -$528K -7,316 -7%
First Manhattan
228
First Manhattan
New York
$7.2M -$258K -3,290 -3%
AIA
229
Allied Investment Advisors
Montana
$6.9M +$372K +4,745 +6%
DZ Bank
230
DZ Bank
Germany
$6.7M +$55.7K +711 +0.8%
Millennium Management
231
Millennium Management
New York
$6.53M +$2.33M +29,713 +55%
IG
232
ING Group
Netherlands
$6.48M +$1.32M +16,867 +26%
BG
233
Bahl & Gaynor
Ohio
$6.43M -$897K -11,452 -12%
Calamos Advisors
234
Calamos Advisors
Illinois
$6.41M -$1.13M -14,476 -15%
GG
235
Gofen & Glossberg
Illinois
$6.4M -$32.2K -411 -0.5%
Truist Financial
236
Truist Financial
North Carolina
$6.36M +$266K +3,395 +4%
BFS
237
Bradley Foster & Sargent
Connecticut
$6.27M -$358K -4,576 -5%
OPCM
238
Osborne Partners Capital Management
California
$6.16M -$200K -2,550 -3%
KeyBank National Association
239
KeyBank National Association
Ohio
$6.16M -$293K -3,747 -5%
LF
240
Longbow Finance
Switzerland
$6.1M +$6.1M +77,873 New
LC
241
Lincoln Capital
Nebraska
$6M -$208K -2,662 -3%
WBC
242
Westpac Banking Corp
Australia
$5.93M -$25.5K -325 -0.4%
QM
243
QVIDTVM Management
Texas
$5.91M – – –
YCM
244
Yousif Capital Management
Michigan
$5.83M +$1.06M +13,572 +22%
TC
245
Trium Capital
United Kingdom
$5.82M +$5.82M +74,361 New
II
246
IFM Investors
Australia
$5.81M +$157K +2,000 +3%
Bank of Nova Scotia
247
Bank of Nova Scotia
Ontario, Canada
$5.8M +$2.62M +33,501 +82%
URS
248
Utah Retirement Systems
Utah
$5.79M -$149K -1,900 -3%
WCM
249
Windward Capital Management
California
$5.78M -$38.7K -494 -0.7%
PGFC
250
Peapack-Gladstone Financial Corp
New Jersey
$5.71M -$161K -2,058 -3%
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