OTIS icon

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 %
CTC
501
Central Trust Company
Missouri
$690K +$1.52K +18 +0.2%
DBIA
502
Dumont & Blake Investment Advisors
New Jersey
$687K -$3.8K -45 -0.6%
MHIC
503
Marble Harbor Investment Counsel
Massachusetts
$681K -$233K -2,762 -25%
TPCW
504
TD Private Client Wealth
New York
$681K -$63.4K -751 -9%
GAAM
505
Guinness Atkinson Asset Management
California
$660K +$14.2K +168 +2%
VIA
506
Vident Investment Advisory
Georgia
$652K -$1.55M -18,397 -70%
EI
507
Ellevest Inc
New York
$646K +$136K +1,611 +27%
EM
508
ELCO Management
New York
$646K -$1.27K -15 -0.2%
SG Americas Securities
509
SG Americas Securities
New York
$645K -$1.5M -17,795 -70%
ONB
510
Old National Bancorp
Indiana
$640K -$142K -1,683 -18%
PTC
511
Philadelphia Trust Company
Pennsylvania
$640K -$114K -1,345 -15%
PTCG
512
Pring Turner Capital Group
California
$639K – – –
CWP
513
Curated Wealth Partners
California
$632K – – –
FNFDCM
514
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$631K -$25.3K -300 -4%
KPWS
515
Kestra Private Wealth Services
Texas
$622K +$13.3K +157 +2%
WAM
516
Werlinich Asset Management
Connecticut
$618K -$42.2K -500 -6%
MC
517
Machina Capital
France
$616K +$616K +7,296 New
BIM
518
Baldwin Investment Management
Pennsylvania
$613K -$8.44K -100 -1%
OL
519
Optas LLC
Texas
$612K +$11.6K +137 +2%
TMAM
520
Tokio Marine Asset Management
Japan
$611K +$110K +1,305 +22%
SB
521
Simmons Bank
Arkansas
$611K -$47.4K -562 -7%
AAM
522
AR Asset Management
California
$608K – – –
Federated Hermes
523
Federated Hermes
Pennsylvania
$608K +$174K +2,060 +40%
EGM
524
Engineers Gate Manager
New York
$597K +$597K +7,068 New
VBCG
525
Valley Brook Capital Group
Pennsylvania
$589K – – –
19 20
21
22 23