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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 %
MGP
501
Metis Global Partners
California
$682K +$191K +2,433 +39%
KTA
502
Keeley-Teton Advisors
Illinois
$676K -$6.58K -84 -1%
SIA
503
Sit Investment Associates
Minnesota
$666K -$21.5K -275 -3%
GI
504
GAMCO Investors
Connecticut
$666K -$104K -1,330 -14%
MNBTD
505
Moody National Bank Trust Division
Texas
$655K -$110K -1,402 -14%
FNBT
506
FineMark National Bank & Trust
Florida
$653K -$85.4K -1,090 -12%
SCA
507
Snowden Capital Advisors
New York
$651K -$14.7K -188 -2%
FMB
508
Field & Main Bank
Kentucky
$644K -$9.4K -120 -1%
RBC
509
Romano Brothers & Co
Illinois
$643K -$34.8K -445 -5%
DBIA
510
Dumont & Blake Investment Advisors
New Jersey
$641K -$5.8K -74 -0.9%
CTC
511
Central Trust Company
Missouri
$639K -$4.39K -56 -0.7%
MC
512
Middleton & Co
Massachusetts
$638K -$1.27M -16,277 -67%
IC
513
IEQ Capital
California
$637K -$150K -1,916 -19%
PA
514
Parallel Advisors
California
$637K -$16.9K -216 -3%
HSA
515
HBK Sorce Advisory
Pennsylvania
$635K +$358K +4,565 +129%
WAM
516
Werlinich Asset Management
Connecticut
$613K – – –
SB
517
Simmons Bank
Arkansas
$611K -$26.1K -333 -4%
FNFDCM
518
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$609K – – –
Simplex Trading
519
Simplex Trading
Illinois
$606K -$695K -8,882 -53%
EM
520
ELCO Management
New York
$601K +$2.82K +36 +0.5%
GAAM
521
Guinness Atkinson Asset Management
California
$599K -$44.7K -571 -7%
PTCG
522
Pring Turner Capital Group
California
$593K +$593K +7,575 New
CFMC
523
Curbstone Financial Management Corp
New Hampshire
$593K -$125K -1,600 -17%
BRWA
524
B. Riley Wealth Advisors
Florida
$591K +$1.57K +20 +0.3%
CWP
525
Curated Wealth Partners
California
$587K – – –
19 20
21
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