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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 %
BSA
601
Bull Street Advisors
Georgia
$407K – – –
CI
602
Cigna Investments
Connecticut
$406K +$313 +4 +0.1%
BHWM
603
Bar Harbor Wealth Management
New Hampshire
$406K – – –
Federated Hermes
604
Federated Hermes
Pennsylvania
$403K -$256K -3,267 -39%
DA
605
Dover Advisors
Virginia
$402K +$402K +5,138 New
AWM
606
Apollon Wealth Management
South Carolina
$402K +$141K +1,797 +54%
CT
607
Cambridge Trust
Massachusetts
$402K -$15.5K -198 -4%
SJL
608
Shayne & Jacobs LLC
Tennessee
$398K -$44.4K -567 -10%
TTWM
609
TCV Trust & Wealth Management
Virginia
$398K -$1.96K -25 -0.5%
P
610
Pitcairn
Pennsylvania
$397K -$6.42K -82 -2%
NAM
611
NorthCrest Asset Manangement
Minnesota
$396K -$148K -1,888 -27%
EM
612
Excalibur Management
Massachusetts
$395K +$392 +5 +0.1%
DAC
613
Dividend Assets Capital
South Carolina
$394K -$15.7K -200 -4%
CIA
614
Choate Investment Advisors
Massachusetts
$393K +$8.07K +103 +2%
GFA
615
Gifford Fong Associates
California
$392K – – –
WS
616
Wedbush Securities
California
$392K +$4.62K +59 +1%
1SB
617
1ST Source Bank
Indiana
$392K – – –
CSPIA
618
Cary Street Partners Investment Advisory
Virginia
$390K +$3.45K +44 +0.9%
EWA
619
Exencial Wealth Advisors
Oklahoma
$387K +$6.66K +85 +2%
CW
620
CreativeOne Wealth
Kansas
$387K +$387K +4,938 New
IIA
621
ICW Investment Advisors
Arizona
$386K +$15K +192 +4%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$385K +$19.5K +243 +5%
SP
623
Symmetry Partners
Connecticut
$383K – – –
LOAMS
624
Lombard Odier Asset Management (Switzerland)
Switzerland
$381K +$381K +4,859 New
CCT
625
Chemung Canal Trust
New York
$379K – – –
23 24
25
26 27