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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 %
NB
701
Northwest Bancshares
Pennsylvania
$315K -$15.6K -185 -5%
SC
702
SouthState Corp
Florida
$315K -$4.3K -51 -1%
SYBT
703
Stock Yards Bank & Trust
Kentucky
$312K -$25.5K -302 -8%
SIG
704
Sky Investment Group
Connecticut
$311K -$42.5K -503 -12%
RWM
705
Ritholtz Wealth Management
New York
$308K +$308K +3,653 New
GIA
706
Gladstone Institutional Advisory
Florida
$307K +$307K +3,632 New
FIM
707
Fruth Investment Management
Texas
$306K – – –
WTA
708
Washington Trust Advisors
Massachusetts
$305K – – –
PWMAG
709
Pinnacle Wealth Management Advisory Group
New Jersey
$303K +$18.7K +222 +7%
FMLI
710
Fukoku Mutual Life Insurance
Japan
$301K -$36K -426 -11%
BIA
711
Bell Investment Advisors
California
$301K +$1.01K +12 +0.3%
BFS
712
Bard Financial Services
Connecticut
$299K – – –
GVAG
713
Great Valley Advisor Group
Delaware
$298K +$84 +1 +0%
NAS
714
Nicolet Advisory Services
Wisconsin
$297K +$7.93K +101 +3%
SFI
715
Siemens Fonds Invest
Germany
$296K -$5.82K -69 -2%
DWP
716
Daymark Wealth Partners
Ohio
$296K -$6.92K -82 -2%
TH
717
TCTC Holdings
Texas
$296K -$338 -4 -0.1%
LA
718
LVW Advisors
New York
$293K -$13.9K -165 -5%
CG
719
Caprock Group
Idaho
$292K -$11.1K -132 -4%
FNB
720
Farmers National Bank
Kentucky
$289K -$9.2K -109 -3%
MYIA
721
Mount Yale Investment Advisors
Colorado
$287K -$85.8K -1,016 -23%
FNT
722
First National Trust
Pennsylvania
$282K -$7.17K -85 -2%
CCFCSB
723
Cape Cod Five Cents Savings Bank
Massachusetts
$281K -$45.6K -540 -14%
AIM
724
Avity Investment Management
Connecticut
$281K – – –
RIL
725
Rothschild Investment LLC
Illinois
$280K +$845 +10 +0.3%
27 28
29
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