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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 %
KFI
926
Key Financial Inc
Pennsylvania
$38.4K – – –
TFS
927
TrustCore Financial Services
Tennessee
$37.6K +$78 +1 +0.2%
PWMG
928
Prestige Wealth Management Group
New Jersey
$37.1K +$6.89K +88 +23%
CSPAM
929
Cary Street Partners Asset Management
Virginia
$37K – – –
TF
930
Tompkins Financial
New York
$36K -$5.1K -64 -12%
LS
931
Livforsakringsbolaget Skandia
Sweden
$35.7K – – –
RFA
932
Register Financial Advisors
Georgia
$35.2K +$35.2K +450 New
AWM
933
Accel Wealth Management
Iowa
$35.1K +$78 +1 +0.2%
BWM
934
BerganKDV Wealth Management
Minnesota
$34.2K +$313 +4 +0.9%
AWM
935
Atticus Wealth Management
Florida
$33.8K -$3.52K -45 -9%
NF
936
Norwood Financial
Pennsylvania
$33.7K -$3.13K -40 -9%
RFA
937
Resurgent Financial Advisors
Georgia
$33.3K +$33.3K +425 New
SSG
938
Summit Securities Group
New York
$33K -$36K -459 -52%
CCMI
939
Creative Capital Management Investments
California
$33K +$33K +424 New
CPG
940
Cornerstone Planning Group
New Jersey
$32.7K +$32.7K +410 New
PFP
941
Pinnacle Financial Partners
Tennessee
$32.7K – – –
AAP
942
Arax Advisory Partners
Colorado
$32.5K +$78 +1 +0.2%
HFS
943
Hantz Financial Services
Michigan
$32K -$1.99M -25,709 -98%
NIC
944
Northwest Investment Counselors
Oregon
$31.3K +$31.3K +400 New
CB
945
Community Bank
New York
$31.3K – – –
CFG
946
CKW Financial Group
Hawaii
$31K – – –
HFM
947
Harvest Fund Management
China
$31K – – –
CWM
948
CarsonAllaria Wealth Management
Illinois
$31K – – –
TFM
949
TFC Financial Management
Massachusetts
$30.3K – – –
DSC
950
Duncker Streett & Co
Missouri
$29.7K – – –
36 37
38
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