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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 %
MPIA
726
Mountain Pacific Investment Advisers
Idaho
$279K – – –
RP
727
Riverwater Partners
Wisconsin
$279K -$16.7K -198 -6%
DWM
728
Defined Wealth Management
Oregon
$279K – – –
WB
729
Webster Bank
Connecticut
$279K -$63.3K -750 -19%
BFM
730
Boothbay Fund Management
New York
$279K +$279K +3,300 New
BWAM
731
Boyd Watterson Asset Management
Ohio
$278K -$7.17K -85 -3%
SNB
732
Security National Bank
Nebraska
$272K – – –
PMEF
733
Point72 Middle East FZE
United Arab Emirates
$271K +$105K +1,247 +63%
CAG
734
Crestwood Advisors Group
Massachusetts
$271K +$2.87K +34 +1%
MWM
735
Meridian Wealth Management
Kentucky
$269K -$6.33K -75 -2%
LBC
736
Lowe Brockenbrough & Co
Virginia
$267K +$267K +3,169 New
IFAM
737
Institutional & Family Asset Management
Colorado
$267K -$422 -5 -0.2%
QCG
738
Quadrant Capital Group
Ohio
$265K +$4.9K +58 +2%
SLF
739
Sun Life Financial
Ontario, Canada
$265K – – –
MIC
740
Meridian Investment Counsel
California
$265K -$21.6K -256 -8%
JLBC
741
J.L. Bainbridge & Co
Florida
$262K +$928 +11 +0.4%
TIA
742
Tiemann Investment Advisors
California
$262K – – –
SAM
743
S.A. Mason
Michigan
$259K -$38K -450 -13%
NECFA
744
New England Capital Financial Advisors
Connecticut
$258K +$591 +7 +0.2%
FFM
745
Forum Financial Management
Illinois
$257K – – –
LI
746
LMCG Investments
Massachusetts
$254K – – –
HCM
747
Howland Capital Management
Massachusetts
$253K – – –
SFM
748
Systematic Financial Management
New Jersey
$253K – – –
SLT
749
St Louis Trust
Missouri
$253K – – –
BL
750
Bleichroeder LP
New York
$253K – – –
28 29
30
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