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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 %
CCB
626
Country Club Bank
Missouri
$377K -$21.1K -269 -5%
JWCA
627
J.W. Cole Advisors
Florida
$377K -$32K -409 -8%
SPC
628
Sigma Planning Corp
Michigan
$375K +$10K +128 +3%
SBH
629
Segall Bryant & Hamill
Illinois
$373K -$67.9K -868 -15%
SWM
630
SeaCrest Wealth Management
New York
$369K -$7.6K -97 -2%
SWM
631
Scissortail Wealth Management
Oklahoma
$369K +$369K +4,429 New
CCA
632
Checchi Capital Advisers
California
$367K -$3.6K -46 -1%
LNC
633
Lincoln National Corp
Pennsylvania
$367K -$48.2K -615 -12%
FM
634
Foster & Motley
Ohio
$366K -$392 -5 -0.1%
WPC
635
Waters Parkerson & Co
Louisiana
$363K -$286K -3,646 -44%
PA
636
Profund Advisors
Maryland
$363K +$65.3K +834 +22%
WT
637
Washington Trust
Rhode Island
$360K – – –
BFA
638
Bragg Financial Advisors
North Carolina
$360K +$7.67K +98 +2%
FMAEN1
639
Fund Management at Engine No 1
California
$359K +$42.8K +546 +14%
LRPA
640
L. Roy Papp & Associates
Arizona
$358K – – –
PCM
641
Pointe Capital Management
Michigan
$358K – – –
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$357K +$5.82K +65 +2%
BMO
643
Beck Mack & Oliver
New York
$356K – – –
MAS
644
Meeder Advisory Services
Ohio
$352K +$352K +4,496 New
VCA
645
Verdence Capital Advisors
Maryland
$352K +$313 +4 +0.1%
FCCM
646
First City Capital Management
Georgia
$352K -$3.92K -50 -1%
FHA
647
Flagship Harbor Advisors
Massachusetts
$351K -$9.24K -118 -3%
FAG
648
Financial Advisory Group
Texas
$350K – – –
EHC
649
Everett Harris & Co
California
$349K – – –
KIA
650
KCM Investment Advisors
California
$347K -$4.78K -61 -1%
24 25
26
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