OTIS icon

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 %
ST
776
Spinnaker Trust
Maine
$224K +$224K +2,856 New
MMPW
777
Mitchell McLeod Pugh & Williams
Alabama
$223K +$223K +2,853 New
PFS
778
Prospera Financial Services
Texas
$223K +$223K +2,852 New
9WM
779
9258 Wealth Management
Ohio
$223K +$223K +2,849 New
FFA
780
First Foundation Advisors
California
$221K -$30.3K -387 -12%
EWA
781
EP Wealth Advisors
California
$221K +$221K +2,821 New
ESB
782
Essex Savings Bank
Connecticut
$220K +$220K +2,810 New
SIA
783
SkyView Investment Advisors
New Jersey
$220K +$220K +2,809 New
FCAG
784
First Capital Advisors Group
New Jersey
$220K +$220K +2,809 New
IF
785
Intrua Financial
Texas
$220K +$220K +2,757 New
NIM
786
Northeast Investment Management
Massachusetts
$218K +$218K +2,781 New
PFGIA
787
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$218K +2,784 New
KOMWMG
788
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$217K +2,765 New
CSS
789
Cubist Systematic Strategies
Connecticut
$215K -$1.48M -18,935 -87%
ICG
790
InterOcean Capital Group
Tennessee
$215K +$215K +2,747 New
FTC
791
Farmers Trust Company
Ohio
$213K +$213K +2,725 New
BAM
792
Belpointe Asset Management
Nevada
$213K +$53.6K +684 +34%
PG
793
Proffitt & Goodson
Tennessee
$212K – – –
QI
794
Qtron Investments
Massachusetts
$212K +$212K +2,701 New
Dimensional Fund Advisors
795
Dimensional Fund Advisors
Texas
$211K +$1K +12,773 +0.5%
BEAM
796
Baker Ellis Asset Management
Washington
$211K +$211K +2,696 New
PGCM
797
Prescott Group Capital Management
Oklahoma
$211K +$211K +2,700 New
CWP
798
Cyndeo Wealth Partners
Florida
$211K +$211K +2,690 New
IFWM
799
Institute for Wealth Management
Colorado
$208K +$208K +2,660 New
SCM
800
Shelton Capital Management
Colorado
$208K +$208K +2,659 New
30 31
32
33 34