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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 %
OTL
626
Oak Thistle LLC
New York
$390K +$390K +4,618 New
CCA
627
Checchi Capital Advisers
California
$389K -$6.41K -76 -2%
LNC
628
Lincoln National Corp
Pennsylvania
$388K -$7.6K -90 -2%
PCM
629
Pointe Capital Management
Michigan
$386K – – –
BMO
630
Beck Mack & Oliver
New York
$386K +$2.11K +25 +0.5%
WG
631
Winton Group
United Kingdom
$386K -$496K -5,874 -56%
WANY
632
Wealthspire Advisors (New York)
New York
$384K -$238K -2,817 -38%
SBH
633
Segall Bryant & Hamill
Illinois
$384K -$18K -214 -4%
SWS
634
SYSTM Wealth Solutions
Illinois
$384K -$3.94M -46,673 -91%
GL
635
Graypoint LLC
New York
$383K -$144K -1,710 -27%
CCB
636
Country Club Bank
Missouri
$383K -$17K -205 -4%
S
637
SignatureFD
Georgia
$383K +$30.6K +362 +9%
VCA
638
Verdence Capital Advisors
Maryland
$382K +$2.95K +35 +0.8%
BP
639
Ballentine Partners
Massachusetts
$382K +$163K +1,926 +74%
FCCM
640
First City Capital Management
Georgia
$382K -$1.02K -12 -0.3%
MYAM
641
Meiji Yasuda Asset Management
Japan
$382K -$144K -1,700 -27%
WT
642
Washington Trust
Rhode Island
$380K -$8.44K -100 -2%
SPA
643
Sherbrooke Park Advisers
New York
$380K +$380K +4,500 New
SPC
644
Sigma Planning Corp
Michigan
$380K -$24.3K -288 -6%
WS
645
Wedbush Securities
California
$377K -$45K -534 -11%
OR
646
Olympiad Research
Connecticut
$376K +$376K +4,457 New
PA
647
Profund Advisors
Maryland
$374K -$16.9K -200 -4%
PCM
648
Prelude Capital Management
New York
$374K +$374K +4,432 New
AT
649
Arden Trust
Delaware
$374K -$102K -1,211 -21%
DCM
650
Donaldson Capital Management
Indiana
$374K +$169 +2 +0%
24 25
26
27 28