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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.

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
1
Citadel Advisors
Florida
$165M
2
Invesco
2
Invesco
Georgia
$524M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$588M
4
BCF
4
BLS Capital Fondsmaeglerselskab
Denmark
$468M
5
PI
5
Putnam Investments
Massachusetts
$150M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$37.4M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
Goldman Sachs
3
Goldman Sachs
New York
$156M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.6M
5
Boston Partners
5
Boston Partners
Massachusetts
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
ClearBridge Investments
51
ClearBridge Investments
New York
$119M 1,514,634 -1,154,065 -43%
Two Sigma Advisers
52
Two Sigma Advisers
New York
$118M 1,506,200 -113,200 -7%
GAM
53
Guinness Asset Management
United Kingdom
$113M 1,440,195 +162,506 +13%
PAMS
54
Pictet Asset Management (Switzerland)
Switzerland
$108M 1,376,605 +96,541 +8%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$107M 1,364,991 -367,329 -21%
Amundi
56
Amundi
France
$105M 1,277,318 -474,226 -27%
SCM
57
Suvretta Capital Management
New York
$102M 1,297,480 – –
Deutsche Bank
58
Deutsche Bank
Germany
$96.6M 1,233,874 -182,473 -13%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$95M 1,212,899 -80,071 -6%
LFRG
60
Lazard Frères Gestion
France
$90.8M 1,181,294 -50,380 -4%
Jennison Associates
61
Jennison Associates
New York
$90.3M 1,152,872 -149,122 -11%
Fisher Asset Management
62
Fisher Asset Management
Washington
$86.3M 1,102,344 +99,323 +10%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$77.4M 987,326 +11,734 +1%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$72.8M 930,065 -117,148 -11%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$71.7M 915,205 -52,714 -5%
PRO
66
Pensioenfonds Rail & OV
Netherlands
$69.8M 950,634 -94,966 -9%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$67.5M 860,212 -1,836 -0.2%
NAM
68
Nissay Asset Management
Japan
$65.8M 839,758 +374,328 +80%
HighTower Advisors
69
HighTower Advisors
Illinois
$64.7M 825,616 +159,381 +24%
Fayez Sarofim & Co
70
Fayez Sarofim & Co
Texas
$64.4M 822,986 +572 +0.1%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$64.4M 822,427 +33,676 +4%
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$64.1M 818,935 +456,734 +126%
Aviva
73
Aviva
United Kingdom
$63M 804,508 +120,700 +18%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$62.2M 793,762 +21,852 +3%
Wells Fargo
75
Wells Fargo
California
$61.2M 780,954 -37,029 -5%
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