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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 %
WWP
1051
WR Wealth Planners
Missouri
$4.73K +$506 +6 +12%
SC
1052
Schubert & Co
Texas
$4.47K +$1.1K +13 +33%
SS
1053
Sunbelt Securities
Texas
$4.32K +$4.32K +52 New
HI
1054
Hoey Investments
Pennsylvania
$3.88K +$3.88K +46 New
ME
1055
McIlrath & Eck
Washington
$3.8K – – –
BWL
1056
Bogart Wealth LLC
Virginia
$3.63K -$5.99K -71 -62%
TCWA
1057
Ten Capital Wealth Advisors
Washington
$3.55K +$1.94K +23 +121%
SWA
1058
SOA Wealth Advisors
New York
$3.38K – – –
LFG
1059
Larson Financial Group
Missouri
$3.33K – – –
GFPC
1060
Global Financial Private Client
Florida
$3.12K – – –
TWD
1061
True Wealth Design
Ohio
$2.79K – – –
FFL
1062
Financial Freedom LLC
Ohio
$2.28K – – –
PP
1063
PFS Partners
New Jersey
$2.17K – – –
ECM
1064
Everence Capital Management
Indiana
$2.15K – – –
PCFFS
1065
Pacific Center for Financial Services
California
$2.11K +$2.11K +25 New
VNA
1066
Valley National Advisers
Pennsylvania
$2K -$2.1K -21 -51%
FCG
1067
Financial Connections Group
California
$2K – – –
TLCM
1068
Twin Lakes Capital Management
California
$1.93K – – –
PAI
1069
Pittenger & Anderson Inc
Nebraska
$1.77K +$1.69K +20 +2,000%
IGWM
1070
ICA Group Wealth Management
Colorado
$1.77K -$1.35K -16 -43%
TCM
1071
TD Capital Management
Tennessee
$1.69K – – –
VWM
1072
Venturi Wealth Management
Texas
$1.69K +$1.69K +20 New
MAM
1073
Marquette Asset Management
Minnesota
$1.52K – – –
TCA
1074
Trifecta Capital Advisors
Illinois
$1.27K – – –
CCM
1075
Chilton Capital Management
Texas
$1.27K +$1.27K +15 New
41 42
43
44 45