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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 %
DADC
451
D.A. Davidson & Co
Montana
$939K -$51.7K -659 -5%
NIMI
452
Natixis Investment Managers International
France
$933K – – –
FHB
453
First Hawaiian Bank
Hawaii
$932K -$101K -1,289 -10%
API
454
Advisor Partners II
California
$922K +$47.6K +608 +5%
NA
455
Nordwand Advisors
Pennsylvania
$920K +$920K +11,751 New
BCM
456
Bayesian Capital Management
New York
$916K +$916K +11,700 New
CWM
457
Compass Wealth Management
Connecticut
$902K +$902K +11,520 New
VHAM
458
Van Hulzen Asset Management
California
$901K -$11.8K -150 -1%
William Blair & Company
459
William Blair & Company
Illinois
$889K -$21.2K -271 -2%
RJT
460
Raymond James Trust
Florida
$885K -$75.4K -963 -8%
TG
461
TCW Group
California
$878K +$878K +11,210 New
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$876K +$39.5K +504 +5%
SFG
463
Sather Financial Group
Texas
$873K +$873K +11,154 New
BG
464
Bollard Group
Massachusetts
$867K +$391 +5 +0%
OIA
465
OneDigital Investment Advisors
Kansas
$865K -$10.2K -130 -1%
IAS
466
IMA Advisory Services
Colorado
$862K +$44.6K +569 +5%
EF
467
Empirical Finance
Pennsylvania
$858K +$68.3K +872 +9%
MHIC
468
Marble Harbor Investment Counsel
Massachusetts
$848K -$58.7K -750 -6%
Bessemer Group
469
Bessemer Group
New Jersey
$838K -$149K -1,899 -15%
PAS
470
Park Avenue Securities
New York
$838K +$34.1K +436 +4%
SW
471
SVB Wealth
Massachusetts
$833K -$79.8K -1,019 -9%
PWP
472
Principle Wealth Partners
Connecticut
$833K -$35.2K -450 -4%
WG
473
Winton Group
United Kingdom
$818K +$276K +3,521 +51%
OC
474
Oppenheimer & Co
New York
$817K +$49.9K +637 +7%
AC
475
Abbrea Capital
California
$808K +$3.52K +45 +0.4%
17 18
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