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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 %
OC
901
Oakmont Corp
California
$64.9K – – –
ANBT
902
American National Bank & Trust
Texas
$64.8K +$35.4K +420 +121%
MRCM
903
M&R Capital Management
New Jersey
$64.1K – – –
CWC
904
Carolinas Wealth Consulting
North Carolina
$62.2K – – –
BAM
905
Bellevue Asset Management
Washington
$60.4K – – –
OSNBOA
906
Old Second National Bank of Aurora
Illinois
$59.1K – – –
FCT
907
First Community Trust
Iowa
$57.6K -$844 -10 -1%
HRC
908
Hoertkorn Richard Charles
$57.6K – – –
JWA
909
JFS Wealth Advisors
Pennsylvania
$56.6K +$2.03K +24 +4%
BWM
910
Baystate Wealth Management
Massachusetts
$55K -$1.01K -12 -2%
RFA
911
Register Financial Advisors
Georgia
$54.9K +$16.9K +200 +44%
TWA
912
TCI Wealth Advisors
Arizona
$51.3K – – –
KFI
913
Key Financial Inc
Pennsylvania
$50.8K – – –
AF
914
Advisornet Financial
Minnesota
$50.8K +$1.1K +13 +2%
JGIA
915
Jackson Grant Investment Advisers
Connecticut
$50.7K +$169 +2 +0.3%
EDRH
916
Edmond de Rothschild Holding
Switzerland
$50.6K +$37.9K +449 +299%
BCMLT
917
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.5K -$760 -9 -1%
SWM
918
Sugarloaf Wealth Management
Georgia
$49.8K -$254 -3 -0.5%
GCM
919
Gables Capital Management
Florida
$48.5K -$50.6K -600 -51%
PB
920
Pinnacle Bancorp
Nebraska
$48.3K – – –
WSCM
921
Wellington Shields Capital Management
New York
$47.8K +$47.8K +566 New
APC
922
Aspire Private Capital
North Carolina
$47.2K – – –
CAL
923
Capital Analysts LLC
Pennsylvania
$47K -$6.46K -77 -12%
IBOK
924
Independence Bank of Kentucky
Kentucky
$46.5K – – –
NHT
925
New Hampshire Trust
New Hampshire
$46.4K – – –
35 36
37
38 39