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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 %
DCM
651
Donaldson Capital Management
Indiana
$347K -$10.2K -130 -3%
VFA
652
Valeo Financial Advisors
Indiana
$346K +$71.3K +911 +26%
MYIA
653
Mount Yale Investment Advisors
Colorado
$346K -$65.9K -842 -16%
FB
654
Fulton Bank
Pennsylvania
$342K -$90.7K -1,158 -21%
NEGWA
655
New England Guild Wealth Advisors
Connecticut
$340K – – –
AAM
656
Advisors Asset Management
Colorado
$339K +$17.1K +218 +5%
FG
657
Fiduciary Group
Georgia
$339K – – –
SACTSONJ
658
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$337K – – –
DMC
659
Drexel Morgan & Co
Pennsylvania
$336K – – –
FWTB
660
First Western Trust Bank
Colorado
$333K +$1.02K +13 +0.3%
BTW
661
Boston Trust Walden
Massachusetts
$333K -$25.9K -331 -7%
SS
662
Simplicity Solutions
Minnesota
$332K +$332K +4,236 New
TAM
663
Tucker Asset Management
Colorado
$331K -$25.1K -318 -7%
SIG
664
Sky Investment Group
Connecticut
$328K -$8.38K -107 -2%
CHC
665
City Holding Co
West Virginia
$327K -$50.1K -640 -13%
S
666
SignatureFD
Georgia
$327K -$51.2K -654 -14%
CGL
667
Clarius Group LLC
Washington
$326K -$16.9K -216 -5%
PI
668
PEAK6 Investments
Illinois
$326K -$1.09M -13,945 -77%
SWM
669
Shakespeare Wealth Management
Wisconsin
$325K – – –
PP
670
Patten & Patten
Tennessee
$325K -$174K -2,220 -35%
CWM
671
Concentric Wealth Management
California
$323K -$7.67K -98 -2%
TC
672
TownSquare Capital
Utah
$323K +$323K +4,123 New
TCPWM
673
Traverso Chambers Private Wealth Management
California
$320K – – –
CI
674
CX Institutional
Indiana
$319K +$319K +4,069 New
WB
675
Webster Bank
Connecticut
$317K -$6.73K -86 -2%
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