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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
+$129M
2
Invesco
Invesco
Georgia
+$121M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$106M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$90.2M
5
PI
Putnam Investments
Massachusetts
+$63.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$105M
2
ClearBridge Investments
ClearBridge Investments
New York
-$90.4M
3
Goldman Sachs
Goldman Sachs
New York
-$85.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$68.1M
5
Boston Partners
Boston Partners
Massachusetts
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
276
Graybill Wealth Management
Illinois
$4.21M +$16.9K +216 +0.4%
GT
277
Glenmede Trust
Pennsylvania
$4.19M -$149K -1,899 -3%
Mariner
278
Mariner
Kansas
$4.15M +$714K +9,116 +21%
Public Sector Pension Investment Board (PSP Investments)
279
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.08M +$543K +6,938 +15%
SWS
280
SYSTM Wealth Solutions
Illinois
$4.01M +$4.01M +51,220 New
RT
281
Rockland Trust
Massachusetts
$3.96M -$220K -2,803 -5%
CSIC
282
Clifford Swan Investment Counsel
California
$3.93M -$12K -153 -0.3%
Vontobel Holding
283
Vontobel Holding
Switzerland
$3.92M +$13K +168 +0.3%
FT
284
Fiduciary Trust
Massachusetts
$3.92M -$152K -1,941 -4%
LA
285
Lifeworks Advisors
Michigan
$3.9M +$155K +1,977 +4%
KCM
286
Kanawha Capital Management
Virginia
$3.88M -$12.4K -158 -0.3%
GIA
287
Gateway Investment Advisers
Ohio
$3.86M +$86K +1,098 +2%
SC
288
Scotia Capital
Ontario, Canada
$3.86M +$88.7K +1,133 +2%
CNB
289
Czech National Bank
Czech Republic
$3.82M -$5.87K -75 -0.2%
AMI
290
Amica Mutual Insurance
Rhode Island
$3.8M -$354K -4,517 -9%
HPC
291
HM Payson & Co
Maine
$3.8M -$531K -6,783 -12%
WAS
292
Wesleyan Assurance Society
United Kingdom
$3.77M – – –
CCM
293
Cohen Capital Management
California
$3.73M – – –
FAF
294
Fjarde Ap-fonden
Sweden
$3.73M -$1.13M -14,400 -23%
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$3.69M +$124K +1,581 +3%
AAM
296
Aureus Asset Management
Massachusetts
$3.62M +$543K +6,940 +18%
EAM
297
Erste Asset Management
Austria
$3.6M +$92.3K +1,167 +3%
OIS
298
Okabena Investment Services
Minnesota
$3.53M -$1.08M -13,752 -23%
RFC
299
Regions Financial Corp
Alabama
$3.51M -$179K -2,292 -5%
MML Investors Services
300
MML Investors Services
Massachusetts
$3.39M +$178K +2,272 +6%
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