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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 %
TFA
1026
Toth Financial Advisory
Virginia
$9.79K +$5.99K +71 +158%
DF
1027
DecisionPoint Financial
Arizona
$9.28K – – –
RFG
1028
RFP Financial Group
Georgia
$9.12K -$67.5K -800 -88%
MFA
1029
McClarren Financial Advisors
Pennsylvania
$9K – – –
PP
1030
PrairieView Partners
Minnesota
$9K – – –
SFG
1031
Steward Financial Group
Texas
$9K +$5.5K +69 +157%
First Eagle Investment Management
1032
First Eagle Investment Management
New York
$8.95K – – –
FPFS
1033
First Personal Financial Services
North Carolina
$8.44K – – –
MIA
1034
Milestone Investment Advisors
Wisconsin
$8.44K +$8.44K +100 New
CFD
1035
Creative Financial Designs
Indiana
$8.29K +$2.54K +30 +44%
BAAM
1036
Baker Avenue Asset Management
California
$8.19K – – –
FPB
1037
First PREMIER Bank
South Dakota
$8K – – –
RWPA
1038
Richard W. Paul & Associates
Michigan
$7.17K -$84 -1 -1%
WP
1039
WealthPLAN Partners
Nebraska
$7.17K +$7.17K +85 New
FWM
1040
Focused Wealth Management
New York
$7.04K – – –
Kayne Anderson Rudnick Investment Management
1041
Kayne Anderson Rudnick Investment Management
California
$6.67K – – –
MAWCM
1042
Mine & Arao Wealth Creation & Management
California
$6.33K – – –
TWM
1043
Tradition Wealth Management
Minnesota
$6K +$2.24K +28 +60%
AWM
1044
Abound Wealth Management
Tennessee
$5.67K – – –
TIM
1045
Thompson Investment Management
Wisconsin
$5.66K +$5.66K +67 New
NFSG
1046
Newbridge Financial Services Group
Florida
$5.4K -$4.22K -50 -44%
SIC
1047
SJS Investment Consulting
Ohio
$5.32K +$169 +2 +3%
RMC
1048
Resources Management Corp
Connecticut
$5K -$7.8K -487 -61%
HIIFS
1049
Harel Insurance Investments & Financial Services
Israel
$5K – – –
GFL
1050
Granite FO LLC
New Hampshire
$4.86K – – –
40 41
42
43 44