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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 %
OAM
476
Ostrum Asset Management
France
$790K +$790K +9,363 New
PA
477
Pinnacle Associates
New York
$790K +$52.9K +627 +7%
WJWM
478
Williams Jones Wealth Management
New York
$788K – – –
GT
479
Greenleaf Trust
Michigan
$787K +$46.1K +546 +6%
MFG
480
Merit Financial Group
Georgia
$786K -$4.3K -51 -0.5%
PFO
481
Pathstone Family Office
New Jersey
$784K -$1.84M -20,741 -70%
Cetera Investment Advisers
482
Cetera Investment Advisers
Illinois
$779K -$77.2K -915 -9%
IWC
483
Integrated Wealth Concepts
Massachusetts
$778K +$207K +2,456 +36%
BIM
484
Bridges Investment Management
Nebraska
$771K – – –
HFBOT
485
Home Federal Bank of Tennessee
Tennessee
$766K +$8.44K +100 +1%
GT
486
Glenview Trust
Kentucky
$765K -$1.94K -23 -0.3%
SCA
487
Snowden Capital Advisors
New York
$760K +$58.6K +694 +8%
HP
488
Holowesko Partners
Bahamas
$760K -$549K -6,500 -42%
PA
489
Parallel Advisors
California
$747K +$61K +723 +9%
JIC
490
Johnson Investment Counsel
Ohio
$736K -$33.5K -397 -4%
FMB
491
Field & Main Bank
Kentucky
$729K +$35.4K +419 +5%
LA
492
LBP AM
France
$718K +$718K +8,513 New
SIA
493
Sit Investment Associates
Minnesota
$718K – – –
CANY
494
Caxton Associates (New York)
New York
$717K +$717K +8,501 New
FNBT
495
FineMark National Bank & Trust
Florida
$715K +$12K +142 +2%
PAM
496
Panagora Asset Management
Massachusetts
$705K -$1.05M -12,430 -60%
AUB
497
Atlantic Union Bankshares
Virginia
$705K +$705K +8,353 New
MNBTD
498
Moody National Bank Trust Division
Texas
$704K -$1.69K -20 -0.2%
VVP
499
Venture Visionary Partners
Ohio
$694K -$114K -1,356 -14%
RBC
500
Romano Brothers & Co
Illinois
$693K – – –
18 19
20
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