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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 %
OCM
951
Orion Capital Management
California
$29.4K – – –
FRA
952
Front Row Advisors
California
$29K -$2.81K -36 -9%
M
953
MOTCO
Texas
$28.7K – – –
PFA
954
Pathway Financial Advisers
Indiana
$28.3K +$28.3K +362 New
LFASL
955
Lugano Financial Advisors SA (LFA)
Switzerland
$28.2K – – –
GI
956
Gradient Investments
Minnesota
$28.1K – – –
TC
957
Truvestments Capital
Florida
$27.4K -$1.25K -16 -4%
BCA
958
Bray Capital Advisors
Florida
$27.4K – – –
BFEC
959
Benjamin F. Edwards & Company
Missouri
$27K +$2.07K +26 +8%
ANBT
960
American National Bank & Trust
Texas
$27K +$24.6K +317 +1,023%
SBL
961
Sargent Bickham Lagudis
Colorado
$26.4K – – –
PMFA
962
Plante Moran Financial Advisors
Michigan
$26.2K +$8.22K +105 +46%
LTI
963
Laffer Tengler Investments
Tennessee
$26.2K – – –
ACM
964
Antonetti Capital Management
Florida
$25.5K – – –
KFP
965
KB Financial Partners
New Jersey
$25K -$6.92K -90 -22%
IFS
966
Intelligent Financial Strategies
Minnesota
$24.7K – – –
JFA
967
JNBA Financial Advisors
Minnesota
$24.4K – – –
WBC
968
West Branch Capital
Massachusetts
$23K – – –
FNBOSM
969
First National Bank of South Miami
Florida
$23K – – –
HCP
970
Hexagon Capital Partners
Arkansas
$21.8K -$3.37K -43 -13%
GEA
971
Glen Eagle Advisors
New Jersey
$21.5K -$1.57K -20 -7%
AIC
972
Archer Investment Corporation
Indiana
$21.2K -$4.86K -62 -19%
KFS
973
Kelly Financial Services
Massachusetts
$20.6K +$78 +1 +0.4%
CAM
974
Costello Asset Management
Pennsylvania
$20.5K – – –
MFT
975
Moisand Fitzgerald Tamayo
Florida
$20.4K – – –
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39
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