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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 %
SAM
451
Sandbar Asset Management
United Kingdom
$937K -$1.47M -17,398 -61%
BG
452
Bollard Group
Massachusetts
$935K +$422 +5 +0%
Bessemer Group
453
Bessemer Group
New Jersey
$930K +$26.3K +312 +3%
IAS
454
IMA Advisory Services
Colorado
$926K -$2.45K -29 -0.3%
QP
455
Quilter Plc
United Kingdom
$925K +$925K +932 New
DADC
456
D.A. Davidson & Co
Montana
$922K -$88.6K -1,050 -9%
PWP
457
Principle Wealth Partners
Connecticut
$906K +$8.36K +99 +0.9%
NIMI
458
Natixis Investment Managers International
France
$905K -$100K -1,190 -10%
SIC
459
Salem Investment Counselors
North Carolina
$905K +$333K +3,945 +58%
ARMT
460
Amica Retiree Medical Trust
Rhode Island
$890K +$357K +4,227 +67%
Point72 Asset Management
461
Point72 Asset Management
Connecticut
$889K -$44.6M -528,533 -98%
GCM
462
Graham Capital Management
Connecticut
$881K +$881K +10,442 New
AC
463
Abbrea Capital
California
$868K -$2.28K -27 -0.3%
FHB
464
First Hawaiian Bank
Hawaii
$863K -$142K -1,678 -14%
CCG
465
Cypress Capital Group
Florida
$844K -$3.46K -41 -0.4%
CIC
466
Canal Insurance Company
South Carolina
$843K – – –
BAMF
467
BI Asset Management Fondsmaeglerselskab
Denmark
$838K +$54.3K +643 +7%
SS
468
Simplicity Solutions
Minnesota
$838K +$480K +5,691 +134%
BFG
469
Bleakley Financial Group
New Jersey
$837K +$32.1K +380 +4%
QI
470
Qtron Investments
Massachusetts
$833K +$605K +7,163 +265%
TI
471
Tidal Investments
Wisconsin
$815K +$61.1K +724 +8%
OC
472
Oppenheimer & Co
New York
$809K -$71K -841 -8%
ATC
473
Argent Trust Co
Tennessee
$795K +$22.1K +262 +3%
FI
474
Fractal Investments
Connecticut
$793K – – –
AWM
475
AE Wealth Management
Kansas
$792K +$51.6K +611 +7%
17 18
19
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