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Otis Worldwide
OTIS

Overview Fund Activity

1,094 hedge funds and large institutions have $30.9B invested in Otis Worldwide in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 342 increasing their positions, 434 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
17.51%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
90
Increased
342
Reduced
434
Closed
70
Calls
$214M
Puts
$270M
Net Calls
-$55.3M
Net Calls Change
+$143M

Top Buyers

1
SP
Sarasin & Partners
United Kingdom
$534M
2
PAM
PineStone Asset Management
Quebec, Canada
$142M
3
Capital Research Global Investors
Capital Research Global Investors
California
$716M
4
Goldman Sachs
Goldman Sachs
New York
$249M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$186M

Top Sellers

1
SCM
Suvretta Capital Management
New York
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$369M
3
Boston Partners
Boston Partners
Massachusetts
$397M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$889K
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
226
Gateway Investment Advisers
Ohio
$7.14M +$2.98M +35,325 +72%
Caisse de Depot et Placement du Quebec (CDPQ)
227
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.02M -$41.1M -486,900 -85%
WCM
228
Windward Capital Management
California
$6.97M +$748K +8,864 +12%
KeyBank National Association
229
KeyBank National Association
Ohio
$6.83M +$188K +2,224 +3%
Truist Financial
230
Truist Financial
North Carolina
$6.76M -$94.9K -1,124 -1%
BFS
231
Bradley Foster & Sargent
Connecticut
$6.67M -$86.9K -1,030 -1%
LF
232
Longbow Finance
Switzerland
$6.64M +$64.7K +766 +1%
OPCM
233
Osborne Partners Capital Management
California
$6.56M -$83.8K -993 -1%
TC
234
Trium Capital
United Kingdom
$6.46M +$186K +2,209 +3%
LC
235
Lincoln Capital
Nebraska
$6.45M +$9.51K +113 +0.1%
WBC
236
Westpac Banking Corp
Australia
$6.37M -$20.9K -248 -0.3%
II
237
IFM Investors
Australia
$6.27M +$16.7K +198 +0.3%
URS
238
Utah Retirement Systems
Utah
$6.26M +$16.9K +200 +0.3%
Two Sigma Investments
239
Two Sigma Investments
New York
$6.16M -$5.3M -62,758 -46%
Calamos Advisors
240
Calamos Advisors
Illinois
$6.14M -$768K -9,098 -11%
BCI
241
Brinker Capital Investments
Pennsylvania
$6.11M +$200K +2,373 +3%
OPS
242
Orion Portfolio Solutions
Nebraska
$6.11M +$5.64M +66,845 +1,207%
FRAF
243
Första AP-fonden
Sweden
$6.1M -$7.82M -92,600 -56%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$6M -$162K -1,914 -3%
YCM
245
Yousif Capital Management
Michigan
$5.98M -$311K -3,688 -5%
DAM
246
Delta Asset Management
Tennessee
$5.96M +$310K +3,669 +5%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.94M -$7.26K -86 -0.1%
IECM
248
Intrinsic Edge Capital Management
Illinois
$5.91M +$5.91M +70,000 New
Mirae Asset Global Investments
249
Mirae Asset Global Investments
South Korea
$5.91M +$292K +3,464 +5%
ProShare Advisors
250
ProShare Advisors
Maryland
$5.69M +$785K +9,305 +16%
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