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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 %
API
426
Advisor Partners II
California
$1.11M +$121K +1,431 +12%
WMSA
427
Weiss Multi-Strategy Advisers
New York
$1.11M +$1.11M +13,107 New
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M -$1.35K -16 -0.1%
NSEDCP
429
NJ State Employees Deferred Compensation Plan
New Jersey
$1.1M – – –
BF
430
BOK Financial
Oklahoma
$1.09M -$293K -3,469 -21%
PWM
431
Perigon Wealth Management
California
$1.07M +$9.79K +116 +0.9%
RJT
432
Raymond James Trust
Florida
$1.05M +$93.9K +1,113 +10%
CA
433
Cetera Advisors
Colorado
$1.04M +$4.73K +56 +0.5%
BC
434
Burney Company
Virginia
$1.03M -$1.69K -20 -0.2%
RPC
435
Rossmore Private Capital
Connecticut
$1.02M -$44.6K -529 -4%
BC
436
Bartlett & Co
Ohio
$1.02M -$49K -581 -5%
BCWM
437
Bartlett & Co Wealth Management
Ohio
$1.02M -$49K -581 -5%
CSS
438
Cubist Systematic Strategies
Connecticut
$1M +$769K +9,111 +331%
EWA
439
EP Wealth Advisors
California
$998K -$1.4M -1,645 -58%
TCOT
440
Trust Company of Toledo
Ohio
$995K -$29.7K -352 -3%
PAS
441
Park Avenue Securities
New York
$990K +$86.6K +1,026 +10%
IC
442
IEQ Capital
California
$983K +$296K +3,513 +43%
BPCA
443
Bank Pictet & Cie (Asia)
Singapore
$982K -$134K -1,584 -12%
NRS
444
Neville Rodie & Shaw
New York
$980K -$44K -521 -4%
EF
445
Empirical Finance
Pennsylvania
$974K +$49.2K +583 +5%
VHAM
446
Van Hulzen Asset Management
California
$971K – – –
William Blair & Company
447
William Blair & Company
Illinois
$964K +$6.16K +73 +0.6%
LOAMS
448
Lombard Odier Asset Management (Switzerland)
Switzerland
$954K +$544K +6,450 +133%
OIA
449
OneDigital Investment Advisors
Kansas
$952K +$19.7K +233 +2%
CWM
450
Compass Wealth Management
Connecticut
$939K -$33.8K -400 -3%
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