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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 %
GC
801
Gratus Capital
Georgia
$216K +$216K +2,554 New
WEG
802
World Equity Group
Illinois
$216K +$216K +16,489 New
COCM
803
Charter Oak Capital Management
New Hampshire
$213K +$213K +2,524 New
RMCM
804
Reynders McVeigh Capital Management
Massachusetts
$213K +$213K +2,528 New
GA
805
Geller Advisors
New York
$213K +$213K +2,522 New
CW
806
CreativeOne Wealth
Kansas
$212K -$204K -2,424 -49%
LIM
807
Leavell Investment Management
Alabama
$211K -$7.34K -87 -3%
ADL
808
Asset Dedication LLC
California
$211K – – –
CFO
809
Custos Family Office
Texas
$211K +$211K +2,500 New
B
810
Bailard
California
$211K +$211K +2,497 New
BEAM
811
Baker Ellis Asset Management
Washington
$211K -$16.9K -200 -7%
MF
812
Montis Financial
Massachusetts
$210K +$210K +2,486 New
MPI
813
Mairs & Power Inc
Minnesota
$209K -$8.44K -100 -4%
CI
814
Conning Inc
Connecticut
$208K +$208K +2,470 New
WFAG
815
Wescott Financial Advisory Group
Pennsylvania
$207K +$207K +2,458 New
PI
816
PFS Investments
Georgia
$207K +$207K +2,643 New
CA
817
Cullinan Associates
Kentucky
$207K -$131K -1,552 -39%
FCMC
818
Founders Capital Management (Connecticut)
Connecticut
$207K +$207K +2,450 New
BJL
819
Brighton Jones LLC
Washington
$206K -$17.9K -212 -8%
HH
820
Hilltop Holdings
Texas
$205K +$205K +2,431 New
CLOS
821
Compagnie Lombard Odier SCmA
Switzerland
$205K +$112K +1,328 +121%
CWM
822
Congress Wealth Management
Massachusetts
$202K +$202K +2,395 New
CPA
823
Capital Planning Advisors
California
$201K +$201K +2,383 New
HIA
824
Harbor Investment Advisory
Maryland
$197K -$62.5K -741 -24%
OIA
825
Optimum Investment Advisors
Illinois
$196K – – –
31 32
33
34 35