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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 %
SMI
326
Shelter Mutual Insurance
Missouri
$2.63M – – –
SCM
327
Seascape Capital Management
New Hampshire
$2.59M +$180K +2,129 +7%
BSC
328
Brown Shipley & Co
United Kingdom
$2.58M +$2.58M +30,517 New
DILIC
329
Dai-ichi Life Insurance Company
Japan
$2.56M – – –
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$2.56M -$197K -2,332 -7%
ANTB
331
AMG National Trust Bank
Colorado
$2.55M -$4.3K -51 -0.2%
BBHC
332
Brown Brothers Harriman & Co
New York
$2.54M +$59.3K +703 +2%
TCM
333
Teza Capital Management
Illinois
$2.53M -$378K -4,481 -13%
MHS
334
M Holdings Securities
Oregon
$2.46M -$50.7K -601 -2%
CAM
335
Close Asset Management
United Kingdom
$2.44M -$23.8K -282 -1%
CNBT
336
Canandaigua National Bank & Trust
New York
$2.42M +$2.42M +28,691 New
TCM
337
Tufton Capital Management
Maryland
$2.41M -$844 -10 -0%
D.E. Shaw & Co
338
D.E. Shaw & Co
New York
$2.4M +$814K +9,639 +51%
EWM
339
Evercore Wealth Management
New York
$2.34M +$7.17K +85 +0.3%
AIMCA
340
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.33M +$2.33M +27,599 New
Rafferty Asset Management
341
Rafferty Asset Management
New York
$2.29M +$124K +1,469 +6%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$2.28M +$8.44K +100 +0.4%
SAM
343
Silvercrest Asset Management
New York
$2.26M -$5.23K -62 -0.2%
AAIS
344
ABN AMRO Investment Solutions
$2.24M +$2.24M +26,503 New
SAM
345
Shell Asset Management
Netherlands
$2.22M -$32.2K -381 -1%
HT
346
HighTower Trust
Texas
$2.22M – – –
HIMC
347
Heritage Investors Management Corp
Maryland
$2.22M -$124K -1,470 -5%
NB
348
Norinchukin Bank
Japan
$2.22M +$61.5K +729 +3%
PAG
349
Private Advisor Group
New Jersey
$2.17M +$40.3K +477 +2%
AAS
350
Avantax Advisory Services
Texas
$2.14M +$1.03M +12,258 +93%
12 13
14
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