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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 %
AA
801
Addison Advisors
Vermont
$208K +$24.8K +317 +14%
ACP
802
Aveo Capital Partners
Colorado
$208K +$208K +2,655 New
BJL
803
Brighton Jones LLC
Washington
$208K -$77.8K -993 -27%
CCM
804
Cullen Capital Management
New York
$207K +$207K +2,646 New
AWM
805
Aevitas Wealth Management
Massachusetts
$206K +$206K +2,637 New
ATC
806
Adirondack Trust Company
New York
$206K -$3.52K -45 -2%
B
807
Bellecapital
Switzerland
$205K +$205K +2,624 New
PSP
808
Principal Street Partners
Tennessee
$205K +$205K +2,617 New
AIM
809
Anchor Investment Management
South Carolina
$205K – – –
BP
810
Ballentine Partners
Massachusetts
$204K +$204K +2,604 New
LIM
811
Leavell Investment Management
Alabama
$203K +$203K +2,589 New
MPI
812
Mairs & Power Inc
Minnesota
$202K +$202K +2,576 New
PFM
813
Patton Fund Management
Texas
$200K +$200K +2,556 New
ADL
814
Asset Dedication LLC
California
$193K -$1.33K -17 -0.7%
AF
815
Arrow Financial
New York
$186K -$2.51K -32 -1%
SOW
816
State of Wyoming
Wyoming
$184K +$82.8K +1,057 +81%
OIA
817
Optimum Investment Advisors
Illinois
$182K – – –
SVCP
818
Silicon Valley Capital Partners
California
$178K +$178K +2,272 New
LCM
819
Logan Capital Management
Pennsylvania
$177K – – –
FFC
820
First Financial Corp
Indiana
$167K – – –
EWA
821
EverSource Wealth Advisors
Alabama
$165K +$6.27K +80 +4%
CHA
822
Carmichael Hill & Associates
Maryland
$163K -$17.8K -227 -10%
DMBA
823
Deseret Mutual Benefit Administrators
Utah
$163K -$106K -1,351 -39%
MCM
824
Manchester Capital Management
Vermont
$162K +$783 +10 +0.5%
GBT
825
Grove Bank & Trust
Florida
$162K +$162K +2,073 New
31 32
33
34 35