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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 %
FCBT
776
First Citizens Bank & Trust
North Carolina
$235K -$12.7K -150 -5%
GPI
777
General Partner Inc
Pennsylvania
$235K -$37.7K -480 -14%
NIM
778
Northeast Investment Management
Massachusetts
$235K – – –
PFS
779
Prospera Financial Services
Texas
$235K -$6.51K -77 -3%
AA
780
Addison Advisors
Vermont
$233K +$8.86K +105 +4%
KOMWMG
781
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$233K – – –
LWCFA
782
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K -$21.1K -250 -8%
ICG
783
InterOcean Capital Group
Tennessee
$230K -$1.86K -22 -0.8%
CC
784
Cipher Capital
New York
$230K +$230K +2,724 New
ATC
785
Adirondack Trust Company
New York
$229K +$7.17K +85 +3%
PGCM
786
Prescott Group Capital Management
Oklahoma
$228K – – –
FTC
787
Farmers Trust Company
Ohio
$228K -$2.11K -25 -0.9%
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$228K -$7.34K -87 -3%
ACP
789
Aveo Capital Partners
Colorado
$224K – – –
SIM
790
Sentry Investment Management
Wisconsin
$224K -$238K -2,825 -52%
CCM
791
Cullen Capital Management
New York
$223K – – –
B
792
Bellecapital
Switzerland
$221K – – –
CWP
793
Cyndeo Wealth Partners
Florida
$221K -$5.82K -69 -3%
SWA
794
Stratos Wealth Advisors
Ohio
$221K -$97.1K -1,150 -31%
AIM
795
Anchor Investment Management
South Carolina
$221K – – –
ST
796
Sentinel Trust
Texas
$219K +$219K +2,600 New
IFWM
797
Institute for Wealth Management
Colorado
$219K -$5.91K -70 -3%
PSP
798
Principal Street Partners
Tennessee
$218K -$2.7K -32 -1%
VSQM
799
V-Square Quantitative Management
Illinois
$216K +$216K +2,563 New
APP
800
Avantax Planning Partners
Iowa
$216K +$216K +2,559 New
30 31
32
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