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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 %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$3.23M -$63.5K -811 -2%
PFO
302
Pathstone Family Office
New Jersey
$3.17M +$1.18M +10,970 +59%
PCM
303
Penserra Capital Management
California
$3.15M +$2.99M +38,248 +1,890%
CAM
304
Cacti Asset Management
Georgia
$3.14M – – –
S
305
Seeyond
France
$3.11M +$671K +8,569 +27%
CAM
306
Cresset Asset Management
Illinois
$3.11M -$17.2K -244 -0.6%
CIP
307
Chartwell Investment Partners
Pennsylvania
$3.09M +$236K +3,012 +8%
TRSOTSOK
308
Teachers Retirement System of the State of Kentucky
Kentucky
$3.05M – – –
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$3.03M +$41.5K +530 +1%
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$3M +$478K +6,110 +19%
WB
311
WesBanco Bank
West Virginia
$2.96M +$94.4K +1,205 +3%
MKC
312
M. Kraus & Co
Vermont
$2.91M -$264K -3,372 -8%
BCIM
313
British Columbia Investment Management
British Columbia, Canada
$2.91M -$348K -4,440 -11%
WAC
314
William Allan Corp
Colorado
$2.87M -$41.4K -529 -1%
EI
315
Ethic Inc
New York
$2.86M -$164K -2,097 -5%
SSB
316
Sandy Spring Bank
Maryland
$2.86M +$20K +255 +0.7%
FAN
317
Financial Advisors Network
California
$2.82M +$26.9K +344 +1%
Baird Financial Group
318
Baird Financial Group
Wisconsin
$2.81M -$81.7K -1,043 -3%
ISL
319
Ingalls & Snyder LLC
New York
$2.76M -$64.2K -820 -2%
TCM
320
Teza Capital Management
Illinois
$2.69M +$221K +2,818 +9%
Wealthfront Advisers
321
Wealthfront Advisers
California
$2.69M +$1.38M +17,668 +106%
SAM
322
Securian Asset Management
Minnesota
$2.68M -$35K -447 -1%
SMDAM
323
Sumitomo Mitsui DS Asset Management
Japan
$2.66M +$291K +3,722 +12%
GC
324
Guggenheim Capital
Illinois
$2.66M +$1.45M +18,530 +120%
Cambridge Investment Research Advisors
325
Cambridge Investment Research Advisors
Iowa
$2.6M +$334K +4,268 +15%
11 12
13
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