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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 %
V
376
Veritable
Delaware
$1.61M +$119K +1,409 +8%
CIBC World Market
377
CIBC World Market
Ontario, Canada
$1.58M +$91.8K +1,088 +6%
SAI
378
Systematic Alpha Investments
New Jersey
$1.57M +$338K +4,000 +27%
MLICM
379
Metropolitan Life Insurance Company (MetLife)
New York
$1.57M -$467K -5,537 -23%
CCG
380
Cloverfields Capital Group
Minnesota
$1.53M +$783K +9,272 +105%
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$1.52M – – –
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$1.5M -$2.7K -32 -0.2%
DP
383
Dearborn Partners
Illinois
$1.49M -$39.6K -469 -3%
AFA
384
Abacus FCF Advisors
Florida
$1.48M +$192K +2,280 +15%
AA
385
ALPS Advisors
Colorado
$1.47M -$77.5K -918 -5%
TCOV
386
Trust Company of Vermont
Vermont
$1.46M -$21.4K -254 -1%
SAM
387
Selway Asset Management
$1.43M – – –
Fifth Third Bancorp
388
Fifth Third Bancorp
Ohio
$1.43M -$908K -10,754 -39%
PL
389
Perpetual Ltd
Australia
$1.43M +$1.43M +16,892 New
TGAM
390
TBH Global Asset Management
Tennessee
$1.41M -$33.8K -400 -2%
KAS
391
Kestra Advisory Services
Texas
$1.4M -$521K -6,173 -27%
FWCM
392
Ferguson Wellman Capital Management
Oregon
$1.38M -$2.36K -28 -0.2%
ZIG
393
Zurich Insurance Group
Switzerland
$1.36M – – –
SIRP
394
Shelter Insurance Retirement Plan
Missouri
$1.35M – – –
TCM
395
Telos Capital Management
California
$1.34M -$337K -3,989 -20%
TSWM
396
Triangle Securities Wealth Management
North Carolina
$1.33M -$60.3K -715 -4%
SF
397
Synovus Financial
Georgia
$1.31M +$3.04K +36 +0.2%
IAIM
398
Industrial Alliance Investment Management
Quebec, Canada
$1.31M +$981K +11,618 +298%
Parallax Volatility Advisers
399
Parallax Volatility Advisers
California
$1.3M +$1.3M +15,393 New
EFS
400
Essex Financial Services
Connecticut
$1.3M +$51.5K +610 +4%
14 15
16
17 18