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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 %
SVCP
826
Silicon Valley Capital Partners
California
$192K – – –
LCM
827
Logan Capital Management
Pennsylvania
$190K – – –
PCM
828
Penserra Capital Management
California
$185K -$3.18M -38,060 -95%
DMBA
829
Deseret Mutual Benefit Administrators
Utah
$184K +$8.78K +104 +5%
AF
830
Arrow Financial
New York
$183K -$16.9K -200 -8%
BTI
831
Blue Trust Inc
Georgia
$183K +$2.43K +31 +1%
FFC
832
First Financial Corp
Indiana
$180K – – –
EWA
833
EverSource Wealth Advisors
Alabama
$179K +$1.27K +15 +0.7%
GBT
834
Grove Bank & Trust
Florida
$175K – – –
MCM
835
Manchester Capital Management
Vermont
$175K -$169 -2 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
836
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$169K +$169K +1,997 New
CHA
837
Carmichael Hill & Associates
Maryland
$163K -$12.7K -150 -7%
WSC
838
Wellington Shields & Co
New York
$162K +$162K +1,914 New
ST
839
Smithfield Trust
Pennsylvania
$154K -$1.34K -16 -0.9%
QPBE
840
Quintet Private Bank (Europe)
Luxembourg
$154K +$154K +1,819 New
CT
841
Colonial Trust
South Carolina
$152K -$3.04K -36 -2%
CFGS
842
Concourse Financial Group Securities
Alabama
$142K +$3.55K +42 +3%
ECM
843
Estabrook Capital Management
New York
$139K – – –
BWA
844
BDO Wealth Advisors
Florida
$139K -$12.6K -149 -8%
BSB
845
Bangor Savings Bank
Maine
$139K – – –
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$138K -$5.49K -65 -4%
CNBTD
847
Citizens National Bank Trust Department
Mississippi
$137K – – –
BONH
848
Bank of New Hampshire
New Hampshire
$132K -$1.35K -16 -1%
FMTCOCP
849
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$130K – – –
HI
850
Harbour Investments
Wisconsin
$129K +$13.8K +163 +12%
32 33
34
35 36