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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 %
SIS
976
Sound Income Strategies
Florida
$20.2K -$1.25K -16 -6%
CWP
977
Concord Wealth Partners
Virginia
$19.7K +$19.7K +252 New
OCM
978
Osterweis Capital Management
California
$19.6K – – –
AAG
979
Armstrong Advisory Group
Massachusetts
$19.3K +$19.3K +247 New
EC
980
Elequin Capital
New York
$19.1K +$19.1K +244 New
CB
981
CNB Bank
Pennsylvania
$18.6K – – –
BCPWM
982
Bradley & Co Private Wealth Management
Florida
$18K – – –
PK
983
Pflug Koory
Nebraska
$18K -$8.77K -114 -33%
DIP
984
DT Investment Partners
Pennsylvania
$17.8K – – –
OA
985
Operose Advisors
Wisconsin
$17.6K +$5.87K +75 +50%
CCA
986
Column Capital Advisors
Indiana
$16.9K – – –
TSW
987
Thompson Siegel & Walmsley
Virginia
$16K -$577K -7,500 -97%
EWM
988
Endurance Wealth Management
Rhode Island
$16K – – –
AWM
989
Accurate Wealth Management
Florida
$15.8K +$15.8K +193 New
BC
990
Barrett & Company
Rhode Island
$15.7K – – –
RAM
991
Riggs Asset Management
Pennsylvania
$15.6K – – –
AWM
992
Avior Wealth Management
Nebraska
$15.6K – – –
EARNEST Partners
993
EARNEST Partners
Georgia
$15.3K – – –
VCM
994
Versant Capital Management
Arizona
$15K -$470 -6 -3%
LJHT
995
Laurie J. Hall Trustee
$15K – – –
RG
996
Retirement Group
California
$15K +$15K +18 New
CYG
997
Clean Yield Group
Vermont
$14.2K -$10.3K -131 -42%
FP
998
Financial Perspectives
Minnesota
$14.1K – – –
WOC
999
West Oak Capital
California
$14K – – –
CAL
1000
Capital Advisors Ltd
Ohio
$14K +$9.61K +374 +219%
38 39
40
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