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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 %
CA
726
Clearstead Advisors
Ohio
$266K -$11K -141 -4%
MIC
727
Meridian Investment Counsel
California
$266K -$21.8K -278 -8%
BWAM
728
Boyd Watterson Asset Management
Ohio
$265K -$626 -8 -0.2%
PWMAG
729
Pinnacle Wealth Management Advisory Group
New Jersey
$264K +$264K +3,373 New
GWM
730
Gitterman Wealth Management
New Jersey
$263K +$263K +3,359 New
AIM
731
Avity Investment Management
Connecticut
$261K – – –
MPIA
732
Mountain Pacific Investment Advisers
Idaho
$259K -$33.9K -433 -12%
DWM
733
Defined Wealth Management
Oregon
$259K – – –
RIL
734
Rothschild Investment LLC
Illinois
$259K – – –
NA
735
NewEdge Advisors
Louisiana
$256K +$256K +4,730 New
MWM
736
Meridian Wealth Management
Kentucky
$255K +$6.26K +80 +3%
IA
737
IFP Advisors
Florida
$254K +$26.7K +557 +12%
SNB
738
Security National Bank
Nebraska
$253K – – –
CC
739
Centiva Capital
New York
$252K +$252K +3,220 New
CAG
740
Crestwood Advisors Group
Massachusetts
$249K -$69.9K -893 -22%
AWE
741
Avidian Wealth Enterprises
Texas
$248K +$248K +3,173 New
SLF
742
Sun Life Financial
Ontario, Canada
$248K -$6.54K -83 -3%
IFAM
743
Institutional & Family Asset Management
Colorado
$248K -$2.82K -36 -1%
NECFA
744
New England Capital Financial Advisors
Connecticut
$246K +$246K +3,046 New
CPA
745
Court Place Advisors
Maryland
$246K -$4.07K -52 -2%
GTCM
746
Gyon Technologies Capital Management
New Jersey
$245K +$245K +3,132 New
ASN
747
Advisory Services Network
Georgia
$244K -$14.4K -184 -6%
TIA
748
Tiemann Investment Advisors
California
$243K -$5.87K -75 -2%
JLBC
749
J.L. Bainbridge & Co
Florida
$242K +$242K +3,089 New
SWMP
750
Signature Wealth Management Partners
New Jersey
$242K +$242K +3,087 New
28 29
30
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