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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 %
AIM
851
Acropolis Investment Management
Missouri
$129K -$1.69K -20 -1%
NSIM
852
North Star Investment Management
Illinois
$127K -$1.77K -21 -1%
TWI
853
Thomas White International
Illinois
$125K – – –
MWM
854
Mascoma Wealth Management
New Hampshire
$122K – – –
ACA
855
Atlas Capital Advisors
Wyoming
$115K – – –
AWM
856
AllSquare Wealth Management
New York
$114K – – –
CCMW
857
Cypress Capital Management (Wyoming)
Wyoming
$112K -$42.2K -500 -27%
BWP
858
Baldwin Wealth Partners
Massachusetts
$112K – – –
FDCC
859
Foster Dykema Cabot & Co
Massachusetts
$111K +$111K +1,318 New
QC
860
Quent Capital
New York
$109K +$39.9K +473 +58%
SC
861
Steph & Co
Wisconsin
$106K – – –
Capstone Investment Advisors
862
Capstone Investment Advisors
New York
$104K -$1.06M -12,597 -91%
CPFP
863
Clear Perspectives Financial Planning
Ohio
$104K – – –
PSB
864
Piscataqua Savings Bank
New Hampshire
$103K – – –
AA
865
Alta Advisers
United Kingdom
$101K – – –
FA
866
Fortis Advisors
Pennsylvania
$101K – – –
KIG
867
Kessler Investment Group
Indiana
$98.8K +$98.8K +1,171 New
CSB
868
City State Bank
Iowa
$96K -$11.4K -136 -11%
PFBT
869
Parkside Financial Bank & Trust
Missouri
$95.6K -$12.4K -147 -11%
CA
870
Crewe Advisors
Utah
$95.1K -$1.94K -23 -2%
GWM
871
Geneos Wealth Management
Colorado
$94K -$3.71K -44 -4%
CI Investments Inc
872
CI Investments Inc
Ontario, Canada
$93K -$6.66K -79 -7%
MMG
873
Monetary Management Group
Missouri
$90.4K – – –
UIA
874
Ulland Investment Advisors
Minnesota
$90K – – –
MSFP
875
Mark Sheptoff Financial Planning
Connecticut
$88.7K – – –
33 34
35
36 37