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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 %
ZB
676
Zions Bancorporation
Utah
$341K +$266K +3,156 +355%
SFA
677
Sequoia Financial Advisors
Ohio
$341K +$39.4K +467 +13%
WPC
678
Waters Parkerson & Co
Louisiana
$336K -$54.8K -650 -14%
AWM
679
Aberdeen Wealth Management
Illinois
$335K – – –
MP
680
McDonald Partners
Ohio
$335K -$5.32K -63 -2%
FAG
681
Financial Advisory Group
Texas
$334K -$43.3K -513 -11%
NAM
682
NTV Asset Management
West Virginia
$333K +$84 +1 +0%
FB
683
Fulton Bank
Pennsylvania
$331K -$37.6K -445 -10%
CTA
684
Colonial Trust Advisors
South Carolina
$330K -$422 -5 -0.1%
CA
685
Clearstead Advisors
Ohio
$326K +$39.1K +463 +14%
CT
686
Chicago Trust
Illinois
$326K +$33.1K +392 +11%
RCA
687
Resonant Capital Advisors
Wisconsin
$325K -$2.87K -34 -0.9%
PP
688
Patten & Patten
Tennessee
$324K -$25.9K -307 -7%
AF
689
Allworth Financial
California
$323K +$70.5K +835 +28%
PIM
690
Penobscot Investment Management
Massachusetts
$323K -$5.06K -60 -2%
AP
691
Atwood & Palmer
Missouri
$323K – – –
CHC
692
City Holding Co
West Virginia
$322K -$30.8K -365 -9%
EFSCE
693
Enterprise Financial Services Corp (EFSC)
Missouri
$321K -$10.6K -125 -3%
FLPIM
694
F.L. Putnam Investment Management
Massachusetts
$321K +$26.3K +311 +9%
PFSC
695
Peoples Financial Services Corp
Pennsylvania
$321K -$3.12K -37 -1%
FL
696
Fort LP
Maryland
$320K -$139K -1,644 -30%
AWM
697
Axxcess Wealth Management
California
$319K – – –
SOW
698
State of Wyoming
Wyoming
$317K +$118K +1,398 +59%
ACIM
699
Azimuth Capital Investment Management
Michigan
$316K -$18.9K -224 -6%
CCT
700
Capital City Trust
Florida
$316K -$5.57K -66 -2%
26 27
28
29 30