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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 %
CMA
1001
Cedar Mountain Advisors
Oregon
$13.5K – – –
MA
1002
MCF Advisors
Kentucky
$13.4K – – –
JWM
1003
Janiczek Wealth Management
Colorado
$13.1K +$5.06K +61 +63%
TLA
1004
Tanglewood Legacy Advisors
Texas
$13.1K +$13.1K +167 New
LFA
1005
Level Financial Advisors
New York
$13K – – –
HGERS
1006
Householder Group Estate & Retirement Specialist
Arizona
$13K – – –
EDRH
1007
Edmond de Rothschild Holding
Switzerland
$11.7K – – –
AFS
1008
Annapolis Financial Services
Maryland
$11.7K – – –
FA
1009
Fiduciary Alliance
South Carolina
$11.6K +$11.6K +148 New
MHR
1010
Matthew Hamilton Rosenberg
$11.1K – – –
FWA
1011
Freedom Wealth Alliance
Wisconsin
$9.83K +$9.83K +125 New
TIM
1012
Tortoise Investment Management
New York
$9.79K -$3.92K -50 -29%
MWM
1013
MinichMacGregor Wealth Management
New York
$9.79K +$9.79K +125 New
FFA
1014
Farther Finance Advisors
California
$9.55K +$9.55K +122 New
LWP
1015
Lumature Wealth Partners
Georgia
$9.48K – – –
ETC
1016
Exchange Traded Concepts
Oklahoma
$9.32K +$5.56K +71 +148%
SN
1017
Sittner & Nelson
Oregon
$9.24K -$2.82K -36 -23%
CAC
1018
Core Alternative Capital
Georgia
$9.11K -$5.89K -75 -39%
MFA
1019
McClarren Financial Advisors
Pennsylvania
$9K +$78 +1 +0.9%
NFSG
1020
Newbridge Financial Services Group
Florida
$8.93K -$7.91K -101 -47%
BWL
1021
Bogart Wealth LLC
Virginia
$8.93K – – –
DF
1022
DecisionPoint Financial
Arizona
$8.62K +$8.62K +110 New
RA
1023
Rise Advisors
New York
$8.51K +$78 +1 +0.9%
First Eagle Investment Management
1024
First Eagle Investment Management
New York
$8.3K +$8.3K +106 New
DI
1025
Disciplined Investments
Oklahoma
$8.07K +$313 +4 +4%
39 40
41
42 43