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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 %
QCG
751
Quadrant Capital Group
Ohio
$242K +$14.6K +187 +6%
OWP
752
Obermeyer Wealth Partners
Colorado
$242K +$242K +3,085 New
CCA
753
Cobblestone Capital Advisors
New York
$241K +$241K +3,073 New
HIA
754
Harbor Investment Advisory
Maryland
$241K – – –
Lido Advisors
755
Lido Advisors
California
$240K +$240K +3,070 New
FFM
756
Forum Financial Management
Illinois
$239K +$239K +3,049 New
CF
757
Centaurus Financial
California
$237K -$15.3K -196 -6%
JMFC
758
J.M. Forbes & Co
Massachusetts
$236K +$236K +3,008 New
LI
759
LMCG Investments
Massachusetts
$235K +$235K +3,007 New
HCM
760
Howland Capital Management
Massachusetts
$235K +$235K +3,001 New
HW
761
Hancock Whitney
Mississippi
$235K +$235K +2,998 New
SLT
762
St Louis Trust
Missouri
$235K -$103K -1,317 -31%
BL
763
Bleichroeder LP
New York
$235K – – –
SFM
764
Systematic Financial Management
New Jersey
$235K – – –
LWCFA
765
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$235K – – –
AF
766
Allworth Financial
California
$235K +$59.9K +765 +34%
LCM
767
LCM Capital Management
Illinois
$234K +$234K +2,984 New
GW
768
GW & Wade
Massachusetts
$232K -$31.9K -408 -12%
FHA
769
First Horizon Advisors
Tennessee
$230K -$2.04K -26 -0.9%
FCBT
770
First Citizens Bank & Trust
North Carolina
$230K +$230K +2,940 New
CWM
771
Calamos Wealth Management
Illinois
$229K +$229K +2,925 New
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$229K -$2.98K -38 -1%
KTC
773
Kistler-Tiffany Companies
Pennsylvania
$228K -$3.45K -44 -1%
LB
774
Legacy Bridge
Iowa
$228K – – –
AA
775
Ancora Advisors
Ohio
$224K -$2.27K -29 -1%
29 30
31
32 33