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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 %
PMEF
826
Point72 Middle East FZE
United Arab Emirates
$154K +$154K +1,969 New
USCWA
827
U.S. Capital Wealth Advisors
Texas
$150K +$150K +1,913 New
ST
828
Smithfield Trust
Pennsylvania
$147K – – –
BTI
829
Blue Trust Inc
Georgia
$147K +$66K +1,036 +82%
CT
830
Colonial Trust
South Carolina
$144K -$68.8K -879 -32%
CCMW
831
Cypress Capital Management (Wyoming)
Wyoming
$143K -$35.2K -450 -20%
BWA
832
BDO Wealth Advisors
Florida
$140K – – –
MPWT
833
MassMutual Private Wealth & Trust
Connecticut
$133K +$2.83K +36 +2%
BSB
834
Bangor Savings Bank
Maine
$129K -$6.91K -88 -5%
ECM
835
Estabrook Capital Management
New York
$129K – – –
CFGS
836
Concourse Financial Group Securities
Alabama
$128K +$4.31K +55 +3%
CNBTD
837
Citizens National Bank Trust Department
Mississippi
$127K – – –
Acadian Asset Management
838
Acadian Asset Management
Massachusetts
$126K – – –
BONH
839
Bank of New Hampshire
New Hampshire
$124K -$1.18K -15 -0.9%
AIM
840
Acropolis Investment Management
Missouri
$121K -$19.7K -252 -14%
FMTCOCP
841
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$120K -$2.73K -35 -2%
NSIM
842
North Star Investment Management
Illinois
$119K – – –
TWI
843
Thomas White International
Illinois
$116K -$53.7K -686 -32%
MWM
844
Mascoma Wealth Management
New Hampshire
$112K – – –
HI
845
Harbour Investments
Wisconsin
$107K +$470 +6 +0.4%
ACA
846
Atlas Capital Advisors
Wyoming
$107K – – –
AWM
847
AllSquare Wealth Management
New York
$106K – – –
CFFP
848
Center for Financial Planning
Michigan
$105K – – –
BWP
849
Baldwin Wealth Partners
Massachusetts
$104K +$84.6K +1,080 +432%
SWA
850
Sutton Wealth Advisors
Florida
$102K +$9.01K +115 +10%
32 33
34
35 36