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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 %
PFBT
851
Parkside Financial Bank & Trust
Missouri
$100K +$2.9K +37 +3%
CSB
852
City State Bank
Iowa
$100K -$1.96K -25 -2%
SC
853
Steph & Co
Wisconsin
$99K – – –
CPFP
854
Clear Perspectives Financial Planning
Ohio
$96.4K – – –
PSB
855
Piscataqua Savings Bank
New Hampshire
$95.5K – – –
AA
856
Alta Advisers
United Kingdom
$94K – – –
FA
857
Fortis Advisors
Pennsylvania
$94K – – –
CI Investments Inc
858
CI Investments Inc
Ontario, Canada
$93K +$48.5K +617 +109%
GCM
859
Gables Capital Management
Florida
$92K – – –
GWM
860
Geneos Wealth Management
Colorado
$90.7K -$3.13K -40 -3%
CA
861
Crewe Advisors
Utah
$90.1K +$14.6K +187 +19%
EBA
862
Eagle Bay Advisors
New York
$89.9K +$23.9K +305 +36%
CLOS
863
Compagnie Lombard Odier SCmA
Switzerland
$86K +$58.6K +747 +213%
UIA
864
Ulland Investment Advisors
Minnesota
$84K +$1.73K +22 +2%
MMG
865
Monetary Management Group
Missouri
$83.9K – – –
FCA
866
FinTrust Capital Advisors
South Carolina
$83.7K -$1.72K -22 -2%
MSFP
867
Mark Sheptoff Financial Planning
Connecticut
$82.3K – – –
CBT
868
CoreFirst Bank & Trust
Kansas
$79.8K – – –
MCM
869
MV Capital Management
Maryland
$79K -$7.36K -94 -9%
GRP
870
Global Retirement Partners
California
$78.7K -$6.11K -78 -7%
HBW
871
Hazlett, Burt & Watson
West Virginia
$78K – – –
CT
872
Clearstead Trust
Maine
$76K -$3.51K -45 -4%
TFP
873
Tilia Fiduciary Partners
North Carolina
$75.2K – – –
HS
874
Horan Securities
United States
$75K -$626 -8 -0.8%
HDIM
875
Hanson & Doremus Investment Management
Vermont
$74K -$4.92K -63 -6%
33 34
35
36 37