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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 %
CPA
751
Court Place Advisors
Maryland
$252K -$12.4K -147 -5%
JMFC
752
J.M. Forbes & Co
Massachusetts
$252K -$2.11K -25 -0.8%
LCM
753
LCM Capital Management
Illinois
$252K – – –
Acadian Asset Management
754
Acadian Asset Management
Massachusetts
$250K +$115K +1,372 +85%
FCP
755
Fidelis Capital Partners
Florida
$250K +$250K +2,905 New
ASN
756
Advisory Services Network
Georgia
$249K -$13.5K -160 -5%
LWANC
757
Laurel Wealth Advisors (North Carolina)
North Carolina
$247K +$591 +7 +0.2%
KTC
758
Kistler-Tiffany Companies
Pennsylvania
$246K +$84 +1 +0%
CWM
759
Calamos Wealth Management
Illinois
$246K -$928 -11 -0.4%
LB
760
Legacy Bridge
Iowa
$246K – – –
SWMP
761
Signature Wealth Management Partners
New Jersey
$246K -$14.9K -177 -6%
GW
762
GW & Wade
Massachusetts
$245K -$4.8K -57 -2%
FHA
763
First Horizon Advisors
Tennessee
$245K -$3.46K -41 -1%
CF
764
Centaurus Financial
California
$244K -$11.9K -141 -5%
FFA
765
First Foundation Advisors
California
$243K +$5.06K +60 +2%
HW
766
Hancock Whitney
Mississippi
$243K -$10.2K -121 -4%
SCM
767
Shelton Capital Management
Colorado
$242K +$17.7K +210 +8%
AA
768
Ancora Advisors
Ohio
$242K – – –
BAM
769
Belpointe Asset Management
Nevada
$241K +$12K +142 +5%
ST
770
Spinnaker Trust
Maine
$241K – – –
MMPW
771
Mitchell McLeod Pugh & Williams
Alabama
$241K – – –
9WM
772
9258 Wealth Management
Ohio
$239K -$1.01K -12 -0.4%
IF
773
Intrua Financial
Texas
$239K +$6.5K +77 +3%
ESB
774
Essex Savings Bank
Connecticut
$237K – – –
PG
775
Proffitt & Goodson
Tennessee
$236K +$7.43K +88 +3%
29 30
31
32 33