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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 %
HL
551
HeadInvest LLC
Maine
$512K -$15K -192 -3%
AOI
552
Auto-Owners Insurance
Michigan
$501K +$501K +6,393 New
AIM
553
AHL Investment Management
Florida
$499K – – –
ARMT
554
Amica Retiree Medical Trust
Rhode Island
$495K -$4.7K -60 -0.9%
MA
555
Montag & Associates
Georgia
$492K -$12.7K -162 -3%
GL
556
Graypoint LLC
New York
$490K -$78 -1 -0%
VAS
557
Vestmark Advisory Solutions
Massachusetts
$487K -$317K -4,052 -39%
MA
558
Mutual Advisors
Nebraska
$485K -$18K -230 -4%
HIC
559
Holderness Investments Company
North Carolina
$485K -$235 -3 -0%
SFG
560
Sovereign Financial Group
Connecticut
$485K +$4.39K +56 +0.9%
MIC
561
Means Investment Company
Maine
$484K +$78 +1 +0%
HWM
562
HB Wealth Management
Georgia
$483K +$54.2K +692 +13%
WDA
563
Wendell David Associates
New Hampshire
$480K -$5.88K -75 -1%
SNBOSCI
564
Security National Bank of Sioux City Iowa
Iowa
$480K -$2.9K -37 -0.6%
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$476K +$129K +1,646 +37%
EI
566
Ellevest Inc
New York
$474K +$133K +1,701 +39%
SCM
567
Schnieders Capital Management
California
$472K +$107K +1,370 +29%
WSTAM
568
Wilbanks Smith & Thomas Asset Management
Virginia
$471K +$29.4K +376 +7%
MM
569
Meridian Management
Arkansas
$470K – – –
FC
570
Forte Capital
New York
$468K -$2.27K -29 -0.5%
GPA
571
Garrison Point Advisors
California
$465K -$1.72K -22 -0.4%
TMAM
572
Tokio Marine Asset Management
Japan
$465K +$11.7K +149 +3%
MC
573
Moors & Cabot
Massachusetts
$465K -$7.99K -102 -2%
SIA
574
Schechter Investment Advisors
Michigan
$459K -$89.6K -1,144 -16%
SIA
575
Soltis Investment Advisors
Utah
$459K +$470 +6 +0.1%
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