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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 %
WWP
1051
WR Wealth Planners
Missouri
$3.92K – – –
BHWM
1052
Beaird Harris Wealth Management
Texas
$3.84K +$3.84K +49 New
NSB
1053
Norway Savings Bank
Maine
$3.76K +$1.41K +18 +60%
TFA
1054
Toth Financial Advisory
Virginia
$3.52K – – –
ME
1055
McIlrath & Eck
Washington
$3.52K – – –
SC
1056
Schubert & Co
Texas
$3.13K -$626 -8 -17%
SWA
1057
SOA Wealth Advisors
New York
$3.13K – – –
LFG
1058
Larson Financial Group
Missouri
$3.08K – – –
VNA
1059
Valley National Advisers
Pennsylvania
$3K – – –
SFG
1060
Steward Financial Group
Texas
$3K +$3K +44 New
IGWM
1061
ICA Group Wealth Management
Colorado
$2.97K +$2.97K +37 New
GFPC
1062
Global Financial Private Client
Florida
$2.9K – – –
LFA
1063
Legend Financial Advisors
Pennsylvania
$2.66K – – –
TWD
1064
True Wealth Design
Ohio
$2.58K +$2.58K +33 New
CCM
1065
Cribstone Capital Management
Maine
$2.51K – – –
ZIG
1066
Zullo Investment Group
Pennsylvania
$2.35K -$470 -6 -17%
FFL
1067
Financial Freedom LLC
Ohio
$2.11K +$2.11K +27 New
PP
1068
PFS Partners
New Jersey
$2.01K – – –
FCG
1069
Financial Connections Group
California
$2K +$2K +29 New
ECM
1070
Everence Capital Management
Indiana
$1.99K +$512 +6,540 +35%
AF
1071
Affiance Financial
Minnesota
$1.96K +$1.96K +25 New
TLCM
1072
Twin Lakes Capital Management
California
$1.78K – – –
TCM
1073
TD Capital Management
Tennessee
$1.57K – – –
1832 Asset Management
1074
1832 Asset Management
Ontario, Canada
$1.57K +$1.57K +20 New
TCWA
1075
Ten Capital Wealth Advisors
Washington
$1.45K -$229 -3 -14%
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43
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