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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 %
GT
251
Glenmede Trust
Pennsylvania
$5.65M +$1.13M +13,388 +25%
RJFSA
252
Raymond James Financial Services Advisors
Florida
$5.58M -$350K -4,145 -6%
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$5.57M -$29.1K -345 -0.5%
VIM
254
Vinva Investment Management
Australia
$5.55M +$5.55M +66,732 New
NYLIM
255
New York Life Investment Management
New York
$5.49M -$3.42M -40,539 -38%
AIM
256
Achmea Investment Management
Netherlands
$5.35M -$5.04M -59,725 -49%
MOACM
257
Mutual of America Capital Management
New York
$5.02M -$12.3K -146 -0.2%
X
258
Xponance
Pennsylvania
$4.96M +$184K +2,183 +4%
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$4.85M -$556K -6,582 -10%
Mariner
260
Mariner
Kansas
$4.84M +$373K +4,426 +8%
Fidelity International
261
Fidelity International
Bermuda
$4.82M – – –
FGP
262
Foyston, Gordon, & Payne
Ontario, Canada
$4.77M -$89.4K -1,059 -2%
BCM
263
BTC Capital Management
Iowa
$4.76M +$87.2K +1,033 +2%
SSWM
264
Sheets Smith Wealth Management
North Carolina
$4.75M -$3.63K -43 -0.1%
Cerity Partners
265
Cerity Partners
New York
$4.67M +$962K +4,777 +26%
DT
266
Diversified Trust
Tennessee
$4.65M +$35.9K +425 +0.8%
Verition Fund Management
267
Verition Fund Management
Connecticut
$4.64M -$5.68M -67,249 -55%
GIBU
268
Gulf International Bank (UK)
United Kingdom
$4.63M -$937K -11,098 -17%
IIM
269
Ipswich Investment Management
Massachusetts
$4.63M -$5.49K -65 -0.1%
OIS
270
Okabena Investment Services
Minnesota
$4.57M +$764K +9,054 +20%
GWM
271
Graybill Wealth Management
Illinois
$4.46M -$79.8K -946 -2%
EI
272
Ethic Inc
New York
$4.39M +$1.31M +15,492 +42%
AAM
273
Aureus Asset Management
Massachusetts
$4.34M +$432K +5,120 +11%
Vontobel Holding
274
Vontobel Holding
Switzerland
$4.3M +$28.4K +337 +0.7%
O
275
Ossiam
France
$4.3M +$1.6M +18,938 +59%
9 10
11
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