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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 %
HI
526
Horizon Investments
North Carolina
$585K +$18.4K +235 +3%
AIP
527
Ameritas Investment Partners
Nebraska
$578K -$20.5K -255 -3%
IGGA
528
Iron Gate Global Advisors
Utah
$577K -$10.7K -128 -2%
WANY
529
Wealthspire Advisors (New York)
New York
$577K +$39.2K +500 +7%
BIM
530
Baldwin Investment Management
Pennsylvania
$576K +$39.2K +500 +7%
TIM
531
Thornburg Investment Management
New Mexico
$570K – – –
KPWS
532
Kestra Private Wealth Services
Texas
$565K +$96.4K +1,231 +21%
AAM
533
AR Asset Management
California
$564K – – –
OL
534
Optas LLC
Texas
$557K +$51.9K +663 +10%
FMWA
535
Forvis Mazars Wealth Advisors
Missouri
$555K – – –
AAM
536
Ascension Asset Management
New York
$549K – – –
VBCG
537
Valley Brook Capital Group
Pennsylvania
$546K – – –
WC
538
Westhampton Capital
North Carolina
$545K – – –
CC
539
Chicago Capital
Illinois
$539K -$9.79K -125 -2%
ACM
540
Allred Capital Management
Texas
$532K -$1.57K -20 -0.3%
SIC
541
Salem Investment Counselors
North Carolina
$530K +$32.8K +419 +7%
BCV
542
Banque Cantonale Vaudoise
Switzerland
$530K – – –
IWC
543
Integrated Wealth Concepts
Massachusetts
$530K +$52K +664 +11%
SWP
544
Stratos Wealth Partners
Ohio
$528K +$16.5K +211 +3%
SFFS
545
Stonehage Fleming Financial Services
Jersey
$527K -$29.7K -376 -5%
AWS
546
Atria Wealth Solutions
New York
$526K -$23K -294 -4%
PFM
547
Parsec Financial Management
North Carolina
$526K -$3.05K -39 -0.6%
WA
548
Waterford Advisors
New York
$524K +$524K +6,690 New
CFG
549
Cooper Financial Group
California
$515K +$103K +1,319 +25%
TBA
550
Tower Bridge Advisors
Pennsylvania
$514K – – –
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