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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 %
Cetera Investment Advisers
476
Cetera Investment Advisers
Illinois
$794K +$322K +4,106 +68%
CCG
477
Cypress Capital Group
Florida
$786K +$230K +2,935 +41%
CIC
478
Canal Insurance Company
South Carolina
$783K – – –
BPA
479
Beacon Pointe Advisors
California
$780K -$861 -11 -0.1%
TC
480
Toews Corporation
New Jersey
$775K +$775K +9,900 New
SNBOSD
481
Security National Bank of So Dak
Iowa
$772K +$139K +1,769 +22%
VVP
482
Venture Visionary Partners
Ohio
$750K -$24.9K -318 -3%
BFG
483
Bleakley Financial Group
New Jersey
$747K +$747K +9,534 New
FI
484
Fractal Investments
Connecticut
$736K – – –
MFG
485
Merit Financial Group
Georgia
$733K +$46.2K +590 +7%
WJWM
486
Williams Jones Wealth Management
New York
$731K -$2.19K -28 -0.3%
BAMF
487
BI Asset Management Fondsmaeglerselskab
Denmark
$727K +$247K +3,153 +51%
ONB
488
Old National Bancorp
Indiana
$726K -$121K -1,544 -14%
ATC
489
Argent Trust Co
Tennessee
$717K -$3.6K -46 -0.5%
BIM
490
Bridges Investment Management
Nebraska
$716K – – –
JIC
491
Johnson Investment Counsel
Ohio
$714K -$42.4K -542 -6%
GT
492
Glenview Trust
Kentucky
$712K -$2.04K -26 -0.3%
HFBOT
493
Home Federal Bank of Tennessee
Tennessee
$703K +$25.5K +326 +4%
PTC
494
Philadelphia Trust Company
Pennsylvania
$699K +$1.57K +20 +0.2%
TI
495
Tidal Investments
Wisconsin
$699K +$31.8K +406 +5%
TPCW
496
TD Private Client Wealth
New York
$690K -$111K -1,415 -14%
CCG
497
Cloverfields Capital Group
Minnesota
$690K -$162K -2,066 -19%
GT
498
Greenleaf Trust
Michigan
$688K -$2.1M -26,780 -75%
AWM
499
AE Wealth Management
Kansas
$687K -$7.05K -90 -1%
PA
500
Pinnacle Associates
New York
$684K +$44.4K +567 +7%
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