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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 %
LGF
351
LGT Group Foundation
Liechtenstein
$2.14M -$38.4K -455 -2%
JC
352
JB Capital
Connecticut
$2.11M -$81.9K -970 -4%
LCM
353
Liberty Capital Management
Michigan
$2.08M -$5.49K -65 -0.3%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$2.06M +$1.54M +18,280 +301%
VPIM
355
Vanguard Personalized Indexing Management
California
$2.04M +$158K +1,871 +8%
AI
356
AdvisorShares Investments
Maryland
$2.01M +$613K +7,260 +44%
JFG
357
Jefferies Financial Group
New York
$1.98M +$1.98M +23,458 New
DGAM
358
Desjardins Global Asset Management
Quebec, Canada
$1.98M +$205K +2,430 +12%
ATN
359
AMF Tjänstepension
Sweden
$1.9M – – –
JPMIA
360
J.P. Marvel Investment Advisors
Massachusetts
$1.87M – – –
MLL
361
Moody Lynn & Lieberson
Massachusetts
$1.86M -$75.3K -892 -4%
MUAMU
362
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.82M -$84.4K -1,000 -4%
BFM
363
Boston Financial Management
Massachusetts
$1.81M -$75.8K -898 -4%
CAN
364
Cetera Advisor Networks
California
$1.8M +$102K +1,205 +6%
YIA
365
YHB Investment Advisors
Connecticut
$1.79M +$19.1K +226 +1%
CWM
366
CIBC World Markets
New York
$1.77M -$14.4M -170,997 -89%
HNB
367
Huntington National Bank
Ohio
$1.76M -$199K -2,360 -10%
TIMH
368
Tilt Investment Management Holdings
New York
$1.74M +$22.8K +282 +1%
HFM
369
Hartford Financial Management
Connecticut
$1.73M -$69.7K -826 -4%
SPIA
370
Steward Partners Investment Advisory
New York
$1.7M -$2.53K -30 -0.1%
SC
371
Savant Capital
Illinois
$1.69M +$27K +320 +2%
FC
372
FORA Capital
Florida
$1.66M +$1.66M +19,727 New
WTC
373
WhitTier Trust Company
Nevada
$1.66M -$10.8K -128 -0.6%
TAF
374
Tredje AP-fonden
Sweden
$1.63M – – –
NMERB
375
New Mexico Educational Retirement Board
New Mexico
$1.63M -$50.7K -600 -3%
13 14
15
16 17