OTIS icon

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 %
PCM
401
Parsons Capital Management
Rhode Island
$1.3M +$3.12K +37 +0.2%
MGP
402
Metis Global Partners
California
$1.29M +$552K +6,540 +75%
PP
403
Prudential plc
United Kingdom
$1.28M +$1.01K +12 +0.1%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$77.3K +916 +6%
AMCA
405
Arthur M. Cohen & Associates
Illinois
$1.27M – – –
VI
406
Vestcor Inc
New Brunswick, Canada
$1.26M -$3.88K -46 -0.3%
GF
407
Gabelli Funds
New York
$1.26M -$135K -1,600 -10%
BCM
408
Bayesian Capital Management
New York
$1.26M +$270K +3,200 +27%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M -$25.2K -298 -2%
WT
410
Whittier Trust
California
$1.24M -$26.3K -312 -2%
Jane Street
411
Jane Street
New York
$1.24M -$4.55M -53,896 -79%
CG
412
Colony Group
Massachusetts
$1.23M -$322K -3,811 -21%
WC
413
Woodstock Corp
Massachusetts
$1.21M -$6.33K -75 -0.5%
DC
414
Davenport & Co
Virginia
$1.21M -$8.44K -100 -0.7%
BPA
415
Beacon Pointe Advisors
California
$1.2M +$355K +4,204 +42%
TRCT
416
Tower Research Capital (TRC)
New York
$1.17M -$162K -1,924 -12%
NB
417
NBT Bank
New York
$1.17M – – –
GIM
418
Goelzer Investment Management
Indiana
$1.16M +$5.57K +66 +0.5%
IMOV
419
Investment Management of Virginia
Virginia
$1.15M +$3.38K +40 +0.3%
MCM
420
Monarch Capital Management
Indiana
$1.15M -$115K -1,365 -9%
BHIA
421
Birch Hill Investment Advisors
Massachusetts
$1.14M -$177K -2,092 -13%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$1.14M +$199K +2,362 +21%
LDB
423
Lee, Danner & Bass
Tennessee
$1.13M -$53.9K -638 -5%
PTC
424
Private Trust Company
Ohio
$1.13M +$1.01K +12 +0.1%
IIM
425
Ironwood Investment Management
Massachusetts
$1.11M -$17.6K -208 -2%
15 16
17
18 19