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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 %
MP
676
McDonald Partners
Ohio
$316K -$22.8K -291 -7%
SYBT
677
Stock Yards Bank & Trust
Kentucky
$313K -$56.1K -717 -15%
CA
678
Cullinan Associates
Kentucky
$313K +$313K +4,003 New
FMLI
679
Fukoku Mutual Life Insurance
Japan
$312K – – –
AWM
680
Aberdeen Wealth Management
Illinois
$311K – – –
MCC
681
Money Concepts Capital
Florida
$311K +$226K +2,889 +268%
ACIM
682
Azimuth Capital Investment Management
Michigan
$310K -$12.5K -160 -4%
BA
683
Bennicas & Associates
California
$310K -$3.92K -50 -1%
NAM
684
NTV Asset Management
West Virginia
$309K -$21K -268 -6%
EFSCE
685
Enterprise Financial Services Corp (EFSC)
Missouri
$308K -$2.35K -30 -0.8%
NB
686
Northwest Bancshares
Pennsylvania
$307K +$10.3K +132 +3%
CTA
687
Colonial Trust Advisors
South Carolina
$307K -$52.6K -672 -15%
IAIM
688
Industrial Alliance Investment Management
Quebec, Canada
$305K – – –
RCA
689
Resonant Capital Advisors
Wisconsin
$305K +$55.1K +703 +22%
PIM
690
Penobscot Investment Management
Massachusetts
$304K -$3.52K -45 -1%
CCFCSB
691
Cape Cod Five Cents Savings Bank
Massachusetts
$303K – – –
NAS
692
Nicolet Advisory Services
Wisconsin
$302K – – –
PFSC
693
Peoples Financial Services Corp
Pennsylvania
$300K – – –
AP
694
Atwood & Palmer
Missouri
$300K – – –
GFS
695
GYL Financial Synergies
Connecticut
$299K -$5.4K -69 -2%
CCT
696
Capital City Trust
Florida
$298K -$24.6K -314 -8%
SC
697
SouthState Corp
Florida
$296K -$20K -255 -6%
AWM
698
Axxcess Wealth Management
California
$296K +$296K +3,780 New
JAG
699
Journey Advisory Group
Kentucky
$296K -$105K -1,345 -26%
SWA
700
Stratos Wealth Advisors
Ohio
$295K +$295K +3,770 New
26 27
28
29 30