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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 %
MC
1126
Machina Capital
France
– -$396K -6,203 Closed
XT
1127
XTX Topco
Cayman Islands
– -$362K -5,677 Closed
S
1128
swisspartners
Liechtenstein
– -$357K -5,593 Closed
OPPTF
1129
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$351K -5,371 Closed
MAM
1130
Meeder Asset Management
Ohio
– -$333K -5,216 Closed
SOS
1131
Silver Oak Securities
Tennessee
– -$415K -5,162 Closed
GCM
1132
Graham Capital Management
Connecticut
– -$328K -5,156 Closed
WWM
1133
Western Wealth Management
Colorado
– -$316K -5,005 Closed
BFM
1134
Boothbay Fund Management
New York
– -$318K -4,982 Closed
BST
1135
Bath Savings Trust
Maine
– -$316K -4,958 Closed
BTWM
1136
Baker Tilly Wealth Management
Wisconsin
– -$302K -4,741 Closed
Wolverine Trading
1137
Wolverine Trading
Illinois
– -$290K -4,491 Closed
MS
1138
Maven Securities
Jersey
– -$282K -4,417 Closed
FA
1139
FDx Advisors
Illinois
– -$273K -4,274 Closed
FFS
1140
Founders Financial Securities
Maryland
– -$257K -4,025 Closed
RWM
1141
Ritholtz Wealth Management
New York
– -$257K -4,021 Closed
AWA
1142
Amplius Wealth Advisors
Pennsylvania
– -$222K -3,478 Closed
Members Trust
1143
Members Trust
Florida
– -$221K -3,461 Closed
MGIA
1144
Moneta Group Investment Advisors
Missouri
– -$217K -3,401 Closed
LBC
1145
Lowe Brockenbrough & Co
Virginia
– -$213K -3,344 Closed
BWP
1146
BSW Wealth Partners
Colorado
– -$211K -3,312 Closed
AUB
1147
Atlantic Union Bankshares
Virginia
– -$211K -3,310 Closed
OAM
1148
Oppenheimer Asset Management
New York
– -$200K -3,124 Closed
GJIC
1149
Gamble Jones Investment Counsel
California
– -$137K -2,153 Closed
NICM
1150
Neo Ivy Capital Management
New York
– -$119K -1,871 Closed
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