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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
$165M
2
Invesco
Invesco
Georgia
$524M
3
Capital Research Global Investors
Capital Research Global Investors
California
$588M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$468M
5
PI
Putnam Investments
Massachusetts
$150M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$37.4M
2
ClearBridge Investments
ClearBridge Investments
New York
$119M
3
Goldman Sachs
Goldman Sachs
New York
$156M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.6M
5
Boston Partners
Boston Partners
Massachusetts
$424M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1076
Marquette Asset Management
Minnesota
$1.41K +$1.41K +18 New
CAS
1077
Coppell Advisory Solutions
Texas
$1.18K +$1.18K +15 New
CASC
1078
Coppell Advisory Solutions Corp
Texas
$1.18K +$1.18K +15 New
TCA
1079
Trifecta Capital Advisors
Illinois
$1.18K +$1.18K +15 New
WPA
1080
West Paces Advisors
Georgia
$1.1K – – –
Jones Financial Companies
1081
Jones Financial Companies
Missouri
$1K -$10.4K -83 -91%
OAJ
1082
Ogorek Anthony Joseph
New York
$1K – – –
TFGT
1083
TS Financial Group (TSFG)
Illinois
$1K – – –
GWM
1084
Guardian Wealth Management
Illinois
$965 – – –
TCOT
1085
Trust Company of Toledo
Ohio
$950 -$24 -305 -2%
GTAM
1086
Global Trust Asset Management
Florida
$861 – – –
NMG
1087
New Millennium Group
Utah
$705 +$705 +9 New
WWM
1088
Wolff Wiese Magana
California
$626 -$3.21K -41 -84%
SSC
1089
Syverson Strege & Co
Iowa
$626 – – –
TWP
1090
TFO Wealth Partners
Ohio
$559 +$559 +20 New
MYAM
1091
Meiji Yasuda Asset Management
Japan
$487 -$17 -220 -3%
HWMA
1092
Heritage Wealth Management (Arizona)
Arizona
$470 +$235 +3 +100%
DWA
1093
Delos Wealth Advisors
Texas
$392 – – –
DJSG
1094
D.J. St. Germain
Massachusetts
$222 -$4 -55 -2%
PA
1095
PSI Advisors
Florida
$157 – – –
BA
1096
Bellwether Advisors
Nebraska
$156 +$156 +2 New
TF
1097
TimeScale Financial
Massachusetts
$132 – – –
PAI
1098
Pittenger & Anderson Inc
Nebraska
$78 – – –
WIM
1099
Westside Investment Management
California
$13 – – –
CET
1100
Clean Energy Transition
United Kingdom
– -$21.1M -330,657 Closed
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