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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 %
VFA
651
Valeo Financial Advisors
Indiana
$373K – – –
FG
652
Fiduciary Group
Georgia
$370K +$5.06K +60 +1%
CCT
653
Chemung Canal Trust
New York
$366K -$41.7K -494 -10%
LRPA
654
L. Roy Papp & Associates
Arizona
$366K -$20.3K -241 -5%
SC
655
SRB Corp
Massachusetts
$366K +$366K +4,334 New
SVWAG
656
Sound View Wealth Advisors Group
Georgia
$364K +$27.3K +323 +8%
CI
657
CX Institutional
Indiana
$364K +$20.7K +246 +6%
SACTSONJ
658
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$363K – – –
FHA
659
Flagship Harbor Advisors
Massachusetts
$362K -$16.5K -195 -4%
DMC
660
Drexel Morgan & Co
Pennsylvania
$362K – – –
TC
661
TownSquare Capital
Utah
$362K +$13.8K +164 +4%
FWTB
662
First Western Trust Bank
Colorado
$360K +$422 +5 +0.1%
BTW
663
Boston Trust Walden
Massachusetts
$359K – – –
EHC
664
Everett Harris & Co
California
$356K -$20.3K -241 -5%
TAM
665
Tucker Asset Management
Colorado
$354K – – –
BFA
666
Bragg Financial Advisors
North Carolina
$351K -$36.5K -432 -9%
KIA
667
KCM Investment Advisors
California
$351K -$22.7K -269 -6%
SWM
668
Shakespeare Wealth Management
Wisconsin
$350K – – –
BAM
669
Blueshift Asset Management
New Jersey
$349K +$349K +4,140 New
HSA
670
HBK Sorce Advisory
Pennsylvania
$349K -$335K -3,970 -49%
AAM
671
Advisors Asset Management
Colorado
$349K -$16.1K -191 -4%
CGL
672
Clarius Group LLC
Washington
$345K -$5.49K -65 -2%
TCPWM
673
Traverso Chambers Private Wealth Management
California
$345K – – –
CWM
674
Concentric Wealth Management
California
$344K -$4.22K -50 -1%
GFS
675
GYL Financial Synergies
Connecticut
$344K +$21.9K +259 +7%
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