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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 %
EWM
351
Evercore Wealth Management
New York
$2.17M -$16.8K -214 -0.8%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$2.17M -$2.55M -32,615 -54%
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$2.11M – – –
SAM
354
Silvercrest Asset Management
New York
$2.1M -$2.51K -32 -0.1%
HT
355
HighTower Trust
Texas
$2.09M +$13.1K +169 +0.6%
SAM
356
Shell Asset Management
Netherlands
$2.09M -$372K -4,755 -15%
VIA
357
Vident Investment Advisory
Georgia
$2.05M +$2.05M +26,117 New
JC
358
JB Capital
Connecticut
$2.03M +$34.3K +438 +2%
LGF
359
LGT Group Foundation
Liechtenstein
$2.02M -$10.4K -133 -0.5%
Rafferty Asset Management
360
Rafferty Asset Management
New York
$2.01M +$960K +12,254 +92%
NB
361
Norinchukin Bank
Japan
$2M -$469K -5,988 -19%
SG Americas Securities
362
SG Americas Securities
New York
$1.99M +$624K +7,970 +46%
CGH
363
Crossmark Global Holdings
Texas
$1.95M -$7.6K -97 -0.4%
LCM
364
Liberty Capital Management
Michigan
$1.93M +$21.8K +279 +1%
MLICM
365
Metropolitan Life Insurance Company (MetLife)
New York
$1.89M -$44.6K -569 -2%
Arrowstreet Capital
366
Arrowstreet Capital
Massachusetts
$1.83M +$1.83M +23,310 New
HNB
367
Huntington National Bank
Ohio
$1.82M -$181K -2,313 -9%
AC
368
Allstate Corporation
Illinois
$1.82M +$11.4K +146 +0.6%
AIM
369
Allstate Investment Management
Illinois
$1.82M +$1.82M +23,207 New
MLL
370
Moody Lynn & Lieberson
Massachusetts
$1.79M -$243K -3,107 -12%
KAS
371
Kestra Advisory Services
Texas
$1.79M +$244K +3,114 +16%
ATN
372
AMF Tjänstepension
Sweden
$1.77M +$1.77M +22,543 New
MUAMU
373
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.76M – – –
VPIM
374
Vanguard Personalized Indexing Management
California
$1.75M +$463K +5,910 +36%
BFM
375
Boston Financial Management
Massachusetts
$1.75M +$131K +1,678 +8%
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