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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 %
BAM
901
Bellevue Asset Management
Washington
$55.7K – – –
OSNBOA
902
Old Second National Bank of Aurora
Illinois
$54.8K +$31.3K +400 +133%
FCT
903
First Community Trust
Iowa
$54K +$14.5K +186 +37%
HRC
904
Hoertkorn Richard Charles
$53.4K – – –
BWM
905
Baystate Wealth Management
Massachusetts
$52K +$5.49K +70 +12%
JWA
906
JFS Wealth Advisors
Pennsylvania
$50.7K +$38.5K +491 +315%
CAL
907
Capital Analysts LLC
Pennsylvania
$50K +$157 +2 +0.3%
ACP
908
Arcus Capital Partners
Georgia
$48.6K +$48.6K +621 New
MS
909
Madden Securities
Texas
$48.3K +$48.3K +617 New
TWA
910
TCI Wealth Advisors
Arizona
$47.6K – – –
BCMLT
911
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.5K +$705 +9 +2%
AssetMark Inc
912
AssetMark Inc
California
$47.5K +$23.5K +300 +98%
PPC
913
Park Place Capital
Alabama
$47K +$47K +605 New
JGIA
914
Jackson Grant Investment Advisers
Connecticut
$46.8K +$157 +2 +0.3%
SWM
915
Sugarloaf Wealth Management
Georgia
$46.4K – – –
AF
916
Advisornet Financial
Minnesota
$46.1K -$392 -5 -0.8%
OC
917
Oakworth Capital
Alabama
$45.9K -$39.2K -500 -46%
PB
918
Pinnacle Bancorp
Nebraska
$45K – – –
APC
919
Aspire Private Capital
North Carolina
$43.8K – – –
NHT
920
New Hampshire Trust
New Hampshire
$43.1K +$43.1K +550 New
IBOK
921
Independence Bank of Kentucky
Kentucky
$43K +$39K +500 +980%
ONST
922
Old North State Trust
North Carolina
$41K – – –
RTL
923
Red Tortoise LLC
Georgia
$41K +$41K +523 New
RTC
924
Riverview Trust Company
Washington
$39K -$14.8K -190 -28%
MTIC
925
Missouri Trust & Investment Company
Missouri
$39K – – –
35 36
37
38 39