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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 %
CAM
526
Cresset Asset Management
Illinois
$588K -$3.13M -37,127 -84%
CFMC
527
Curbstone Financial Management Corp
New Hampshire
$588K -$50.6K -600 -8%
WC
528
Westhampton Capital
North Carolina
$588K – – –
CFG
529
Cooper Financial Group
California
$584K +$28.8K +341 +5%
CC
530
Chicago Capital
Illinois
$581K – – –
IGGA
531
Iron Gate Global Advisors
Utah
$580K -$1.18K -14 -0.2%
GI
532
GAMCO Investors
Connecticut
$574K -$143K -1,700 -20%
BCV
533
Banque Cantonale Vaudoise
Switzerland
$571K – – –
WA
534
Waterford Advisors
New York
$565K – – –
HWM
535
HB Wealth Management
Georgia
$560K +$39.1K +463 +8%
ACM
536
Allred Capital Management
Texas
$557K -$16.5K -195 -3%
HFM
537
Hartford Funds Management
Pennsylvania
$556K +$108K +1,278 +24%
TBA
538
Tower Bridge Advisors
Pennsylvania
$553K – – –
SWP
539
Stratos Wealth Partners
Ohio
$549K -$20.8K -247 -4%
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$548K -$50K -592 -8%
PRC
541
Pearl River Capital
Michigan
$545K -$554K -6,561 -50%
PFM
542
Parsec Financial Management
North Carolina
$543K -$24.1K -285 -4%
HL
543
HeadInvest LLC
Maine
$540K -$11.8K -140 -2%
ESCM
544
Echo Street Capital Management
New York
$540K +$540K +6,399 New
AOI
545
Auto-Owners Insurance
Michigan
$540K – – –
VAS
546
Vestmark Advisory Solutions
Massachusetts
$539K +$14.4K +170 +3%
AIP
547
Ameritas Investment Partners
Nebraska
$539K -$67.7K -802 -11%
KTA
548
Keeley-Teton Advisors
Illinois
$538K -$190K -2,255 -26%
LNWWM
549
Laird Norton Wetherby Wealth Management
California
$531K +$67.6K +801 +15%
NAM
550
NorthCrest Asset Manangement
Minnesota
$525K +$98.2K +1,164 +23%
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