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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 %
ZCA
426
Zeke Capital Advisors
Pennsylvania
$1.15M +$1.15M +14,738 New
SAI
427
Systematic Alpha Investments
New Jersey
$1.14M – – –
WC
428
Woodstock Corp
Massachusetts
$1.13M -$25.6K -327 -2%
DC
429
Davenport & Co
Virginia
$1.13M -$21.6K -276 -2%
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$15.2K +194 +1%
LDB
431
Lee, Danner & Bass
Tennessee
$1.1M -$178K -2,274 -14%
Capstone Investment Advisors
432
Capstone Investment Advisors
New York
$1.08M -$1.15M -14,704 -52%
NB
433
NBT Bank
New York
$1.08M -$34K -434 -3%
GIM
434
Goelzer Investment Management
Indiana
$1.07M – – –
IMOV
435
Investment Management of Virginia
Virginia
$1.07M +$235 +3 +0%
IIM
436
Ironwood Investment Management
Massachusetts
$1.05M +$17.9K +229 +2%
PTC
437
Private Trust Company
Ohio
$1.05M -$50.9K -650 -5%
BPCA
438
Bank Pictet & Cie (Asia)
Singapore
$1.04M -$22.6K -289 -2%
AAS
439
Avantax Advisory Services
Texas
$1.03M -$11.7K -150 -1%
NMIMC
440
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M -$200K -2,552 -16%
PRC
441
Pearl River Capital
Michigan
$1.02M -$805K -10,284 -44%
NSEDCP
442
NJ State Employees Deferred Compensation Plan
New Jersey
$1.02M – – –
BC
443
Bartlett & Co
Ohio
$990K -$92.7K -1,184 -9%
BCWM
444
Bartlett & Co Wealth Management
Ohio
$990K -$92.7K -1,184 -9%
PWM
445
Perigon Wealth Management
California
$988K -$241K -3,081 -20%
RPC
446
Rossmore Private Capital
Connecticut
$988K -$277K -3,533 -22%
CCM
447
CTC Capital Management
Illinois
$971K -$415K -5,300 -30%
CA
448
Cetera Advisors
Colorado
$963K -$78 -1 -0%
BC
449
Burney Company
Virginia
$954K -$61.7K -788 -6%
NRS
450
Neville Rodie & Shaw
New York
$950K – – –
16 17
18
19 20