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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 %
TCOV
401
Trust Company of Vermont
Vermont
$1.38M +$4.07K +52 +0.3%
TGAM
402
TBH Global Asset Management
Tennessee
$1.34M -$50.1K -640 -4%
SAM
403
Selway Asset Management
$1.33M +$78.3K +1,000 +6%
AI
404
AdvisorShares Investments
Maryland
$1.3M +$35.3K +451 +3%
GF
405
Gabelli Funds
New York
$1.3M -$35.2K -450 -3%
SEC
406
Seven Eight Capital
New York
$1.29M +$1.29M +16,534 New
TSWM
407
Triangle Securities Wealth Management
North Carolina
$1.29M -$57.2K -730 -4%
FWCM
408
Ferguson Wellman Capital Management
Oregon
$1.29M +$28K +358 +2%
BF
409
BOK Financial
Oklahoma
$1.28M -$71.6K -914 -5%
ZIG
410
Zurich Insurance Group
Switzerland
$1.26M – – –
SIRP
411
Shelter Insurance Retirement Plan
Missouri
$1.25M – – –
TRCT
412
Tower Research Capital (TRC)
New York
$1.23M -$2.01M -25,687 -62%
BHIA
413
Birch Hill Investment Advisors
Massachusetts
$1.23M +$23.5K +300 +2%
USAA
414
United Services Automobile Association
Texas
$1.22M – – –
HP
415
Holowesko Partners
Bahamas
$1.21M -$274K -3,500 -18%
SF
416
Synovus Financial
Georgia
$1.21M -$98.5K -1,258 -8%
PCM
417
Parsons Capital Management
Rhode Island
$1.2M +$60K +766 +5%
PP
418
Prudential plc
United Kingdom
$1.19M +$655K +8,363 +122%
AFA
419
Abacus FCF Advisors
Florida
$1.19M +$26.4K +337 +2%
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.18M – – –
VI
421
Vestcor Inc
New Brunswick, Canada
$1.18M -$501K -6,402 -30%
AMCA
422
Arthur M. Cohen & Associates
Illinois
$1.17M – – –
WT
423
Whittier Trust
California
$1.17M -$17.5K -224 -1%
MCM
424
Monarch Capital Management
Indiana
$1.17M -$93.7K -1,197 -7%
EFS
425
Essex Financial Services
Connecticut
$1.16M -$3.91K -50 -0.3%
15 16
17
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