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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 %
RI
1076
Ridgewood Investments
New Jersey
$1.18K +$1.18K +14 New
WPA
1077
West Paces Advisors
Georgia
$1.18K – – –
AP
1078
Arlington Partners
Alabama
$1.18K +$1.18K +14 New
HWP
1079
Highline Wealth Partners
California
$1.1K +$1.1K +13 New
GWM
1080
Guardian Wealth Management
Illinois
$1.04K – – –
OAJ
1081
Ogorek Anthony Joseph
New York
$1K – – –
BEI
1082
Benjamin Edwards Inc
Missouri
$1K – – –
GTAM
1083
Global Trust Asset Management
Florida
$928 – – –
NMG
1084
New Millennium Group
Utah
$760 – – –
WWM
1085
Wolff Wiese Magana
California
$676 – – –
SSC
1086
Syverson Strege & Co
Iowa
$675 – – –
RA
1087
Rise Advisors
New York
$614 -$8.95K -102 -94%
DWA
1088
Delos Wealth Advisors
Texas
$422 – – –
Optiver Holding
1089
Optiver Holding
Netherlands
$422 +$422 +5 New
TF
1090
TimeScale Financial
Massachusetts
$176 – – –
TWP
1091
TFO Wealth Partners
Ohio
$169 -$1.52K -18 -90%
PA
1092
PSI Advisors
Florida
$169 – – –
SFCL
1093
Strengthening Families & Communities LLC
Massachusetts
$1 +$1 +11 New
SCM
1094
Suvretta Capital Management
New York
– -$102M -1,297,480 Closed
SSA
1095
Schonfeld Strategic Advisors
New York
– -$19.8M -253,002 Closed
RCW
1096
Rheos Capital Works
Japan
– -$19M -242,000 Closed
WP
1097
Woodline Partners
California
– -$16.3M -207,553 Closed
NC
1098
Nekton Capital
United Kingdom
– -$14.1M -179,529 Closed
IP
1099
Interval Partners
New York
– -$9.69M -123,767 Closed
Marshall Wace
1100
Marshall Wace
United Kingdom
– -$8.36M -106,708 Closed
42 43
44
45 46