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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 %
AIP
926
Ahrens Investment Partners
Louisiana
$45.6K +$45.6K +541 New
SCA
927
Stonebridge Capital Advisors
Minnesota
$44.5K -$25.3K -300 -36%
TFM
928
TFC Financial Management
Massachusetts
$43.9K +$11.2K +133 +34%
ONST
929
Old North State Trust
North Carolina
$43K -$1.44K -17 -3%
DI
930
Disciplined Investments
Oklahoma
$42.8K +$34.1K +404 +392%
MTIC
931
Missouri Trust & Investment Company
Missouri
$42.5K – – –
RTC
932
Riverview Trust Company
Washington
$42.2K – – –
BWM
933
BerganKDV Wealth Management
Minnesota
$41.4K +$4.56K +54 +12%
PPC
934
Park Place Capital
Alabama
$39.2K -$11.9K -141 -23%
LS
935
Livforsakringsbolaget Skandia
Sweden
$38.4K – – –
AWM
936
Accel Wealth Management
Iowa
$37.9K – – –
FCFS
937
First Command Financial Services
Texas
$37.8K -$38K -450 -50%
FCB
938
First Command Bank
Texas
$37.8K -$38K -450 -50%
CSPAM
939
Cary Street Partners Asset Management
Virginia
$37.2K -$2.62K -31 -7%
SWA
940
Sutton Wealth Advisors
Florida
$36.3K -$73.7K -873 -67%
NF
941
Norwood Financial
Pennsylvania
$36.3K – – –
CCMI
942
Creative Capital Management Investments
California
$35.6K -$169 -2 -0.5%
AAP
943
Arax Advisory Partners
Colorado
$35.1K +$84 +1 +0.2%
NIC
944
Northwest Investment Counselors
Oregon
$34.2K +$422 +5 +1%
CFG
945
CKW Financial Group
Hawaii
$34K – – –
CB
946
Community Bank
New York
$33.8K – – –
CWM
947
CarsonAllaria Wealth Management
Illinois
$33.3K – – –
HFM
948
Harvest Fund Management
China
$33K – – –
AWM
949
Avior Wealth Management
Nebraska
$32.8K +$16K +190 +95%
PWMG
950
Prestige Wealth Management Group
New Jersey
$32.6K -$7.43K -88 -19%
36 37
38
39 40