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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
+$279M
2
PAM
PineStone Asset Management
Quebec, Canada
+$124M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$82.3M
4
Goldman Sachs
Goldman Sachs
New York
+$81.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$70.4M

Top Sellers

1
SCM
Suvretta Capital Management
New York
-$102M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.5M
3
Boston Partners
Boston Partners
Massachusetts
-$59.1M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$44.6M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAF
301
Fjarde Ap-fonden
Sweden
$3.18M -$836K -9,900 -21%
WB
302
WesBanco Bank
West Virginia
$3.16M -$26.9K -319 -0.8%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$3.15M -$85.2K -1,010 -3%
BCIM
304
British Columbia Investment Management
British Columbia, Canada
$3.14M – – –
WAC
305
William Allan Corp
Colorado
$3.05M -$37.6K -445 -1%
Wealthfront Advisers
306
Wealthfront Advisers
California
$3.05M +$154K +1,827 +5%
Baird Financial Group
307
Baird Financial Group
Wisconsin
$2.97M -$49.7K -589 -2%
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$2.95M +$374K +4,432 +15%
ISL
309
Ingalls & Snyder LLC
New York
$2.94M -$41.6K -493 -1%
Pacer Advisors
310
Pacer Advisors
Pennsylvania
$2.91M -$8.38M -99,299 -74%
YIH
311
Y-Intercept (HK)
Hong Kong
$2.9M +$2.9M +34,396 New
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$2.89M +$24K +284 +0.8%
SAM
313
Securian Asset Management
Minnesota
$2.89M +$2.03K +24 +0.1%
GC
314
Guggenheim Capital
Illinois
$2.88M +$9.79K +116 +0.3%
RT
315
Rockland Trust
Massachusetts
$2.83M -$1.44M -17,105 -34%
EMPI
316
Elo Mutual Pension Insurance
Finland
$2.81M +$51.3K +608 +2%
MKC
317
M. Kraus & Co
Vermont
$2.79M -$355K -4,202 -11%
SSB
318
Sandy Spring Bank
Maryland
$2.78M -$299K -3,539 -10%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$2.78M +$54.4K +644 +2%
KRS
320
Kentucky Retirement Systems
Kentucky
$2.77M -$19.9K -236 -0.7%
OPERF
321
Oregon Public Employees Retirement Fund
Oregon
$2.72M – – –
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$2.72M -$82.2K -974 -3%
TAM
323
Tocqueville Asset Management
New York
$2.72M -$14.3K -170 -0.5%
Daiwa Securities Group
324
Daiwa Securities Group
Japan
$2.69M +$197K +2,330 +8%
CK
325
Cohen Klingenstein
New York
$2.64M – – –
11 12
13
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