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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 %
FRM
576
Fox Run Management
Connecticut
$472K +$472K +5,594 New
WSTAM
577
Wilbanks Smith & Thomas Asset Management
Virginia
$472K -$35.5K -421 -7%
HI
578
Horizon Investments
North Carolina
$471K -$159K -1,888 -25%
AM
579
AGF Management
Ontario, Canada
$470K +$470K +5,569 New
GIA
580
GHP Investment Advisors
Colorado
$468K -$8.86K -105 -2%
SCM
581
Schnieders Capital Management
California
$466K -$42.2K -500 -8%
MA
582
Mutual Advisors
Nebraska
$464K -$58.5K -693 -11%
SIA
583
Schechter Investment Advisors
Michigan
$457K -$37K -438 -7%
WSFS
584
Wilmington Savings Fund Society
Delaware
$456K -$25.4K -300 -5%
LC
585
Lindbrook Capital
California
$454K -$18K -213 -4%
FCH
586
Freestone Capital Holdings
Washington
$450K -$8.1K -96 -2%
Lido Advisors
587
Lido Advisors
California
$448K +$189K +2,243 +73%
NA
588
NewEdge Advisors
Louisiana
$444K +$45.2K +536 +11%
AWM
589
Apollon Wealth Management
South Carolina
$443K +$9.2K +109 +2%
HIM
590
Hillsdale Investment Management
Ontario, Canada
$441K +$441K +5,230 New
GC
591
Grimes & Company
Massachusetts
$441K +$169 +2 +0%
AMIM
592
Aull & Monroe Investment Management
Alabama
$439K -$4.22K -50 -1%
MAS
593
Meeder Advisory Services
Ohio
$439K +$59.8K +708 +16%
BSA
594
Bull Street Advisors
Georgia
$439K – – –
BS
595
Banco Santander
Spain
$432K +$432K +5,119 New
DA
596
Dover Advisors
Virginia
$431K -$3.12K -37 -0.7%
CT
597
Cambridge Trust
Massachusetts
$430K -$3.55K -42 -0.8%
SJL
598
Shayne & Jacobs LLC
Tennessee
$429K – – –
MC
599
Middleton & Co
Massachusetts
$429K -$258K -3,055 -38%
TWC
600
TD Waterhouse Canada
Ontario, Canada
$429K +$18.4K +215 +4%
22 23
24
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