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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 %
RWA
576
River Wealth Advisors
Pennsylvania
$457K -$43.6K -557 -9%
MPW
577
Monterey Private Wealth
California
$456K +$2.11K +27 +0.5%
KIA
578
Kraematon Investment Advisors
Massachusetts
$455K -$24.4K -311 -5%
IAS
579
Investment Advisory Services
Texas
$452K – – –
UB
580
UMB Bank
Missouri
$448K -$9.09K -116 -2%
WPC
581
Wedmont Private Capital
Pennsylvania
$448K -$275K -3,362 -38%
WSFS
582
Wilmington Savings Fund Society
Delaware
$446K -$14.3K -182 -3%
GIA
583
GHP Investment Advisors
Colorado
$442K -$28K -358 -6%
AT
584
Arden Trust
Delaware
$441K -$353K -4,512 -44%
LC
585
Lindbrook Capital
California
$438K +$22.7K +290 +5%
SI
586
Stephens Inc
Arkansas
$436K -$234K -2,989 -35%
OPS
587
Orion Portfolio Solutions
Nebraska
$434K +$434K +5,536 New
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$430K -$470 -6 -0.1%
SIM
589
Sentry Investment Management
Wisconsin
$429K +$202K +2,583 +89%
FCH
590
Freestone Capital Holdings
Washington
$425K +$15.9K +203 +4%
LI
591
Lafayette Investments
Maryland
$425K +$20K +255 +5%
FL
592
Fort LP
Maryland
$425K -$116K -1,486 -21%
BB
593
Busey Bank
Illinois
$425K -$99K -1,264 -19%
KWM
594
Kingsview Wealth Management
Oregon
$422K -$53.1K -678 -11%
CC
595
Courier Capital
New York
$421K -$6.19K -79 -1%
HFM
596
Hartford Funds Management
Pennsylvania
$416K +$416K +5,311 New
FTDI
597
First Trust Direct Indexing
Massachusetts
$413K +$28.3K +362 +7%
AMIM
598
Aull & Monroe Investment Management
Alabama
$412K -$72K -920 -15%
Credit Agricole
599
Credit Agricole
France
$410K +$148K +1,893 +57%
GC
600
Grimes & Company
Massachusetts
$409K -$3.76K -48 -0.9%
22 23
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