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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 %
YWP
701
YorkBridge Wealth Partners
New York
$290K -$202K -2,580 -41%
BC
702
Burleson & Co
California
$288K – – –
BOTW
703
Bank of the West
California
$286K -$12.3K -157 -4%
LA
704
LVW Advisors
New York
$285K -$13.2K -168 -4%
FIM
705
Fruth Investment Management
Texas
$284K – – –
WTA
706
Washington Trust Advisors
Massachusetts
$283K -$2.04K -26 -0.7%
CG
707
Caprock Group
Idaho
$281K -$4.7K -60 -2%
SW
708
SlateStone Wealth
Florida
$281K -$7.83K -100 -3%
DWP
709
Daymark Wealth Partners
Ohio
$281K +$281K +3,589 New
SFI
710
Siemens Fonds Invest
Germany
$281K -$47.8K -611 -15%
SFA
711
Sequoia Financial Advisors
Ohio
$280K +$33.2K +424 +13%
BIA
712
Bell Investment Advisors
California
$278K +$265K +3,378 +1,953%
BFS
713
Bard Financial Services
Connecticut
$278K – – –
GVAG
714
Great Valley Advisor Group
Delaware
$276K +$10K +128 +4%
FNB
715
Farmers National Bank
Kentucky
$276K – – –
SAM
716
S.A. Mason
Michigan
$276K +$78 +1 +0%
RP
717
Riverwater Partners
Wisconsin
$275K -$4.31K -55 -2%
TH
718
TCTC Holdings
Texas
$275K – – –
FLPIM
719
F.L. Putnam Investment Management
Massachusetts
$273K -$4.31K -55 -2%
GPI
720
General Partner Inc
Pennsylvania
$273K +$273K +3,480 New
CT
721
Chicago Trust
Illinois
$271K +$8.13K +104 +3%
TAM
722
Trillium Asset Management
Massachusetts
$270K +$270K +3,450 New
PAG
723
Private Advisor Group
New Jersey
$269K -$16.6K -1,553 -6%
FNT
724
First National Trust
Pennsylvania
$268K -$5.72K -73 -2%
VRS
725
Virginia Retirement Systems
Virginia
$266K – – –
27 28
29
30 31