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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 %
LIP
1101
Liontrust Investment Partners
United Kingdom
– -$7.83M -100,000 Closed
QM
1102
QVIDTVM Management
Texas
– -$5.91M -75,439 Closed
Holocene Advisors
1103
Holocene Advisors
New York
– -$4.36M -55,668 Closed
WAM
1104
Wolverine Asset Management
Illinois
– -$2.19M -28,000 Closed
N
1105
Natixis
France
– -$2.17M -27,719 Closed
AC
1106
Allstate Corporation
Illinois
– -$1.82M -23,207 Closed
QT
1107
Quantbot Technologies
New York
– -$1.59M -20,309 Closed
SEC
1108
Seven Eight Capital
New York
– -$1.29M -16,534 Closed
USAA
1109
United Services Automobile Association
Texas
– -$1.22M -15,559 Closed
CCM
1110
CTC Capital Management
Illinois
– -$971K -12,400 Closed
NA
1111
Nordwand Advisors
Pennsylvania
– -$920K -11,751 Closed
SFG
1112
Sather Financial Group
Texas
– -$873K -11,154 Closed
TC
1113
Toews Corporation
New Jersey
– -$775K -9,900 Closed
Simplex Trading
1114
Simplex Trading
Illinois
– -$606K -7,744 Closed
RWA
1115
River Wealth Advisors
Pennsylvania
– -$457K -5,832 Closed
SWM
1116
Scissortail Wealth Management
Oklahoma
– -$369K -4,429 Closed
PI
1117
PEAK6 Investments
Illinois
– -$326K -4,157 Closed
MCC
1118
Money Concepts Capital
Florida
– -$311K -3,968 Closed
JAG
1119
Journey Advisory Group
Kentucky
– -$296K -3,775 Closed
SW
1120
SlateStone Wealth
Florida
– -$281K -3,589 Closed
TAM
1121
Trillium Asset Management
Massachusetts
– -$270K -3,450 Closed
VRS
1122
Virginia Retirement Systems
Virginia
– -$266K -3,400 Closed
GWM
1123
Gitterman Wealth Management
New Jersey
– -$263K -3,359 Closed
CC
1124
Centiva Capital
New York
– -$252K -3,220 Closed
AWE
1125
Avidian Wealth Enterprises
Texas
– -$248K -3,173 Closed
43 44
45
46 47