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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
$534M
2
PAM
PineStone Asset Management
Quebec, Canada
$142M
3
Capital Research Global Investors
Capital Research Global Investors
California
$716M
4
Goldman Sachs
Goldman Sachs
New York
$249M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$186M

Top Sellers

1
SCM
Suvretta Capital Management
New York
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$369M
3
Boston Partners
Boston Partners
Massachusetts
$397M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$889K
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
951
Oakworth Capital
Alabama
$32.6K -$16.9K -200 -34%
HFS
952
Hantz Financial Services
Michigan
$32K -$2.5K -30 -7%
RFA
953
Resurgent Financial Advisors
Georgia
$32K -$3.88K -46 -11%
DSC
954
Duncker Streett & Co
Missouri
$32K – – –
OCM
955
Orion Capital Management
California
$31.7K – – –
PFP
956
Pinnacle Financial Partners
Tennessee
$31.4K -$3.8K -45 -11%
FFA
957
Farther Finance Advisors
California
$31.1K +$20.8K +247 +202%
M
958
MOTCO
Texas
$30.9K – – –
GI
959
Gradient Investments
Minnesota
$30.3K – – –
FRA
960
Front Row Advisors
California
$30K -$1.71K -20 -5%
TC
961
Truvestments Capital
Florida
$29.5K – – –
BCA
962
Bray Capital Advisors
Florida
$29.5K – – –
LTI
963
Laffer Tengler Investments
Tennessee
$28.3K – – –
ACM
964
Antonetti Capital Management
Florida
$27.4K – – –
AWM
965
Atticus Wealth Management
Florida
$27.3K -$9.03K -107 -25%
IFS
966
Intelligent Financial Strategies
Minnesota
$26.7K – – –
JFA
967
JNBA Financial Advisors
Minnesota
$26.2K – – –
AssetMark Inc
968
AssetMark Inc
California
$25.9K -$25.3K -300 -49%
FNBOSM
969
First National Bank of South Miami
Florida
$25.3K – – –
GEA
970
Glen Eagle Advisors
New Jersey
$24.4K +$1.26K +15 +5%
SIS
971
Sound Income Strategies
Florida
$23.2K +$1.43K +17 +7%
RTL
972
Red Tortoise LLC
Georgia
$22.5K -$21.7K -257 -49%
KFS
973
Kelly Financial Services
Massachusetts
$22.2K – – –
AIC
974
Archer Investment Corporation
Indiana
$22.2K -$675 -8 -3%
HCP
975
Hexagon Capital Partners
Arkansas
$22.1K -$1.35K -16 -6%
37 38
39
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