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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 %
FP
1001
Financial Perspectives
Minnesota
$15.2K – – –
RG
1002
Retirement Group
California
$15K – – –
PMFA
1003
Plante Moran Financial Advisors
Michigan
$14.9K -$13.4K -159 -47%
WIM
1004
Westside Investment Management
California
$14.9K +$84 +1 +0.6%
WOC
1005
West Oak Capital
California
$14.8K – – –
CMA
1006
Cedar Mountain Advisors
Oregon
$14.5K – – –
MA
1007
MCF Advisors
Kentucky
$14.4K – – –
TLA
1008
Tanglewood Legacy Advisors
Texas
$14.1K – – –
HGERS
1009
Householder Group Estate & Retirement Specialist
Arizona
$14K – – –
VCM
1010
Versant Capital Management
Arizona
$13.7K -$2.44K -29 -15%
LFA
1011
Level Financial Advisors
New York
$13.5K – – –
CAC
1012
Core Alternative Capital
Georgia
$13.4K +$3.55K +42 +36%
Commonwealth Equity Services
1013
Commonwealth Equity Services
Massachusetts
$13.2K -$126 -1,497 -0.9%
JWM
1014
Janiczek Wealth Management
Colorado
$12.8K – – –
TF
1015
Tompkins Financial
New York
$12.8K -$25.3K -300 -66%
AFS
1016
Annapolis Financial Services
Maryland
$12.7K – – –
NSG
1017
Nalls Sherbakoff Group
Tennessee
$12.5K +$12.5K +150 New
FWA
1018
FSC Wealth Advisors
New York
$12.2K +$12.2K +144 New
MHR
1019
Matthew Hamilton Rosenberg
$12K – – –
IWP
1020
IAG Wealth Partners
Wisconsin
$11.5K +$11.5K +136 New
FMP
1021
Financial Management Professionals
Texas
$11K +$2.58K +31 +31%
TIM
1022
Tortoise Investment Management
New York
$10.6K – – –
LWP
1023
Lumature Wealth Partners
Georgia
$10.2K – – –
SN
1024
Sittner & Nelson
Oregon
$9.96K – – –
1832 Asset Management
1025
1832 Asset Management
Ontario, Canada
$9.87K +$8.19K +97 +485%
39 40
41
42 43