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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 %
SC
276
Scotia Capital
Ontario, Canada
$4.21M +$46K +545 +1%
KCM
277
Kanawha Capital Management
Virginia
$4.17M -$9.96K -118 -0.2%
Capital Fund Management (CFM)
278
Capital Fund Management (CFM)
France
$4.15M +$4.15M +49,118 New
CSIC
279
Clifford Swan Investment Counsel
California
$4.13M -$97.5K -1,155 -2%
CNB
280
Czech National Bank
Czech Republic
$4.12M +$9.45K +112 +0.2%
FT
281
Fiduciary Trust
Massachusetts
$4.1M -$121K -1,435 -3%
WAS
282
Wesleyan Assurance Society
United Kingdom
$4.06M – – –
LA
283
Lifeworks Advisors
Michigan
$4.02M -$185K -2,189 -4%
CCM
284
Cohen Capital Management
California
$4M -$21.2K -251 -0.5%
CAPTRUST Financial Advisors
285
CAPTRUST Financial Advisors
North Carolina
$3.94M -$35.7K -423 -0.9%
GCM
286
Greenland Capital Management
New York
$3.88M -$9.76M -115,663 -72%
Adage Capital Partners
287
Adage Capital Partners
Massachusetts
$3.88M -$9.66M -114,439 -71%
RFC
288
Regions Financial Corp
Alabama
$3.88M +$101K +1,193 +3%
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.86M -$540K -6,400 -12%
TI
290
Trexquant Investment
Connecticut
$3.82M +$3.82M +45,247 New
MML Investors Services
291
MML Investors Services
Massachusetts
$3.78M +$125K +1,484 +3%
EAM
292
Erste Asset Management
Austria
$3.77M -$12.9K -155 -0.3%
CIP
293
Chartwell Investment Partners
Pennsylvania
$3.73M +$400K +4,740 +12%
CGH
294
Crossmark Global Holdings
Texas
$3.68M +$1.57M +18,591 +75%
TG
295
TCW Group
California
$3.67M +$2.72M +32,227 +287%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$3.62M +$145K +1,718 +4%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$3.42M +$150K +1,779 +5%
CAM
298
Cacti Asset Management
Georgia
$3.37M -$6.33K -75 -0.2%
TRSOTSOK
299
Teachers Retirement System of the State of Kentucky
Kentucky
$3.29M – – –
GAM
300
Gotham Asset Management
New York
$3.28M +$841K +9,968 +34%
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12
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