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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 %
MCM
876
MV Capital Management
Maryland
$88.5K +$3.29K +39 +4%
EBA
877
Eagle Bay Advisors
New York
$84.4K -$12.5K -148 -13%
FCA
878
FinTrust Capital Advisors
South Carolina
$83.7K – – –
Walleye Trading
879
Walleye Trading
New York
$83.6K -$1.45M -17,239 -95%
HBW
880
Hazlett, Burt & Watson
West Virginia
$83K – – –
PAG
881
Paladin Advisory Group
Iowa
$82.6K +$82.6K +978 New
CT
882
Clearstead Trust
Maine
$82.4K +$253 +3 +0.3%
GRP
883
Global Retirement Partners
California
$81.7K -$4.28K -50 -5%
IA
884
IFP Advisors
Florida
$81.6K -$158K -3,500 -66%
TFP
885
Tilia Fiduciary Partners
North Carolina
$81.5K +$506 +6 +0.6%
HS
886
Horan Securities
United States
$80.9K – – –
HDIM
887
Hanson & Doremus Investment Management
Vermont
$80K – – –
AAS
888
Ameritas Advisory Services
Nebraska
$76.8K +$76.8K +918 New
CBT
889
CoreFirst Bank & Trust
Kansas
$76.7K -$9.28K -110 -11%
SWM
890
Spire Wealth Management
Virginia
$75.4K +$507 +6 +0.7%
GWS
891
Glassman Wealth Services
Virginia
$74.7K +$3.04K +36 +4%
CSWM
892
Cassady Schiller Wealth Management
Ohio
$71.7K – – –
APW
893
Acima Private Wealth
Virginia
$70.4K – – –
EWM
894
Evermay Wealth Management
Virginia
$69.5K – – –
CFFP
895
Center for Financial Planning
Michigan
$69.2K -$43.9K -520 -39%
JEST
896
JTC Employer Solutions Trustee
Jersey
$69K – – –
SSG
897
Summit Securities Group
New York
$69K +$33.3K +392 +93%
MIM
898
Meridiem Investment Management
United Kingdom
$67.5K – – –
CFO
899
CVA Family Office
Colorado
$66K -$2.36K -28 -3%
C
900
Covestor
United Kingdom
$66K -$11.6K -136 -15%
34 35
36
37 38