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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 %
MIC
551
Means Investment Company
Maine
$522K – – –
SFG
552
Sovereign Financial Group
Connecticut
$522K -$675 -8 -0.1%
SW
553
SVB Wealth
Massachusetts
$518K -$380K -4,501 -42%
HIC
554
Holderness Investments Company
North Carolina
$517K -$5.15K -61 -1%
LI
555
Lafayette Investments
Maryland
$516K +$57.5K +681 +13%
SFFS
556
Stonehage Fleming Financial Services
Jersey
$513K -$40.9K -492 -7%
AWS
557
Atria Wealth Solutions
New York
$512K -$55K -652 -10%
TIM
558
Thornburg Investment Management
New Mexico
$511K -$103K -1,224 -17%
AIM
559
AHL Investment Management
Florida
$510K -$27.4K -325 -5%
MM
560
Meridian Management
Arkansas
$509K +$2.7K +32 +0.5%
FC
561
Forte Capital
New York
$505K +$1.44K +17 +0.3%
WDA
562
Wendell David Associates
New Hampshire
$504K -$12.6K -150 -2%
GPA
563
Garrison Point Advisors
California
$501K -$253 -3 -0.1%
CL
564
Choreo LLC
Illinois
$500K +$500K +5,918 New
WPC
565
Wedmont Private Capital
Pennsylvania
$499K +$66.1K +836 +15%
SIA
566
Soltis Investment Advisors
Utah
$495K +$1.01K +12 +0.2%
MC
567
Moors & Cabot
Massachusetts
$494K -$6.33K -75 -1%
MA
568
Montag & Associates
Georgia
$492K -$38K -450 -7%
BRWA
569
B. Riley Wealth Advisors
Florida
$492K -$145K -1,717 -23%
Millennium Management
570
Millennium Management
New York
$488K -$6.55M -77,550 -93%
IAS
571
Investment Advisory Services
Texas
$483K -$4.22K -50 -0.9%
UB
572
UMB Bank
Missouri
$482K -$928 -11 -0.2%
MPW
573
Monterey Private Wealth
California
$478K -$13.3K -158 -3%
FTDI
574
First Trust Direct Indexing
Massachusetts
$477K +$32.4K +384 +7%
SI
575
Stephens Inc
Arkansas
$475K +$5.15K +61 +1%
21 22
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