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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 %
CI
601
Cigna Investments
Connecticut
$426K -$12.3K -146 -3%
FMAEN1
602
Fund Management at Engine No 1
California
$425K +$37.7K +447 +10%
CIA
603
Choate Investment Advisors
Massachusetts
$424K – – –
BHWM
604
Bar Harbor Wealth Management
New Hampshire
$423K -$13.9K -165 -3%
GFA
605
Gifford Fong Associates
California
$422K – – –
WPW
606
Waldron Private Wealth
Pennsylvania
$422K +$422K +4,998 New
IIA
607
ICW Investment Advisors
Arizona
$422K +$5.57K +66 +1%
EM
608
Excalibur Management
Massachusetts
$422K -$3.97K -47 -0.9%
1SB
609
1ST Source Bank
Indiana
$420K -$2.11K -25 -0.5%
EWA
610
Exencial Wealth Advisors
Oklahoma
$418K +$1.27K +15 +0.3%
SP
611
Symmetry Partners
Connecticut
$413K – – –
TTWM
612
TCV Trust & Wealth Management
Virginia
$413K -$16.3K -193 -4%
KWM
613
Kingsview Wealth Management
Oregon
$411K -$43.4K -514 -10%
KIA
614
Kraematon Investment Advisors
Massachusetts
$408K -$82.7K -980 -17%
P
615
Pitcairn
Pennsylvania
$408K -$19.6K -232 -5%
BB
616
Busey Bank
Illinois
$408K -$50.1K -594 -11%
Credit Agricole
617
Credit Agricole
France
$406K -$35.9K -425 -8%
CC
618
Courier Capital
New York
$404K -$49.5K -587 -11%
BC
619
Brookfield Corp
Ontario, Canada
$403K -$9.51M -112,675 -96%
JWCA
620
J.W. Cole Advisors
Florida
$403K -$3.12K -37 -0.8%
SWM
621
SeaCrest Wealth Management
New York
$399K +$1.1K +13 +0.3%
DI
622
DFPG Investments
Utah
$397K +$397K +4,699 New
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
$395K -$25.7K -304 -6%
DAC
624
Dividend Assets Capital
South Carolina
$394K – – –
FM
625
Foster & Motley
Ohio
$394K – – –
23 24
25
26 27