OTIS icon

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 %
DCM
876
Dupont Capital Management
Delaware
$73.1K -$7.05K -90 -9%
C
877
Covestor
United Kingdom
$72K +$9.78K +124 +16%
RFG
878
RFP Financial Group
Georgia
$71.1K +$71.1K +908 New
OWA
879
One Wealth Advisors
California
$70.6K +$70.6K +901 New
FCFS
880
First Command Financial Services
Texas
$70K -$13.9K -178 -17%
FCB
881
First Command Bank
Texas
$70K -$13.9K -178 -17%
ZB
882
Zions Bancorporation
Utah
$69.7K -$9.95K -127 -12%
CS
883
Comerica Securities
Michigan
$69.1K +$69.1K +883 New
SWM
884
Spire Wealth Management
Virginia
$69K +$1.95K +25 +3%
PCTC
885
Perkins Coie Trust Company
Washington
$67K -$225K -2,872 -77%
CSWM
886
Cassady Schiller Wealth Management
Ohio
$66.5K +$66.5K +849 New
GWS
887
Glassman Wealth Services
Virginia
$66.5K -$8.77K -112 -12%
APW
888
Acima Private Wealth
Virginia
$65.3K – – –
SCA
889
Stonebridge Capital Advisors
Minnesota
$64.8K – – –
CA
890
CoreCap Advisors
Michigan
$64.7K +$64.7K +826 New
EWM
891
Evermay Wealth Management
Virginia
$64.4K -$35.2K -450 -35%
QC
892
Quent Capital
New York
$64.2K +$7.76K +99 +14%
JEST
893
JTC Employer Solutions Trustee
Jersey
$64K – – –
CFO
894
CVA Family Office
Colorado
$63.4K +$26.5K +338 +72%
RMC
895
Resources Management Corp
Connecticut
$63K -$118K -1,502 -65%
MIM
896
Meridiem Investment Management
United Kingdom
$62.7K – – –
OC
897
Oakmont Corp
California
$60K – – –
MRCM
898
M&R Capital Management
New Jersey
$59.4K – – –
CWC
899
Carolinas Wealth Consulting
North Carolina
$57.9K – – –
ACM
900
AUA Capital Management
Pennsylvania
$56.2K – – –
34 35
36
37 38