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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.

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
1
Citadel Advisors
Florida
$165M
2
Invesco
2
Invesco
Georgia
$524M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$588M
4
BCF
4
BLS Capital Fondsmaeglerselskab
Denmark
$468M
5
PI
5
Putnam Investments
Massachusetts
$150M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$37.4M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
Goldman Sachs
3
Goldman Sachs
New York
$156M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.6M
5
Boston Partners
5
Boston Partners
Massachusetts
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$258M 3,288,933 +60,974 +2%
SP
27
Sarasin & Partners
United Kingdom
$236M 3,011,640 -547,146 -15%
Mitsubishi UFJ Asset Management
28
Mitsubishi UFJ Asset Management
Japan
$235M 2,968,527 +182,051 +7%
Legal & General Group
29
Legal & General Group
United Kingdom
$228M 2,911,720 -163,426 -5%
AC
30
AKO Capital
United Kingdom
$221M 2,826,444 -105,512 -4%
VAM
31
Vontobel Asset Management
New York
$189M 2,244,191 -147,322 -6%
Brown Advisory
32
Brown Advisory
Maryland
$185M 2,365,540 +6,364 +0.3%
DVI
33
Deccan Value Investors
Connecticut
$185M 2,360,102 -39,756 -2%
UBS AM
34
UBS AM
Illinois
$182M 2,329,206 +92,018 +4%
LCOV
35
London Company of Virginia
Virginia
$176M 2,245,609 -31,873 -1%
MMH
36
Menora Mivtachim Holdings
Israel
$174M 2,224,176 +56,775 +3%
OAC
37
OMERS Administration Corp
Ontario, Canada
$170M 2,177,048 – –
Charles Schwab
38
Charles Schwab
California
$165M 2,110,947 +29,001 +1%
Citadel Advisors
39
Citadel Advisors
Florida
$165M 2,105,420 +1,650,949 +363%
CS
40
Credit Suisse
Switzerland
$158M 2,021,302 -90,905 -4%
GCM
41
Gates Capital Management
New York
$156M 1,987,622 -234,000 -11%
Goldman Sachs
42
Goldman Sachs
New York
$156M 1,986,996 -1,095,330 -36%
PI
43
Putnam Investments
Massachusetts
$150M 1,910,954 +805,348 +73%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$144M 1,843,837 +89,034 +5%
Swiss National Bank
45
Swiss National Bank
Switzerland
$134M 1,708,343 -123,714 -7%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$132M 1,688,408 +228,880 +16%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$130M 1,663,461 -90,848 -5%
FIS
48
Fundsmith Investment Services
Mauritius
$127M 1,627,368 +14,681 +0.9%
Primecap Management
49
Primecap Management
California
$127M 1,626,841 -19,090 -1%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$120M 1,532,126 -444,248 -22%
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