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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 %
GTCM
1126
Gyon Technologies Capital Management
New Jersey
– -$245K -3,132 Closed
OWP
1127
Obermeyer Wealth Partners
Colorado
– -$242K -3,085 Closed
CCA
1128
Cobblestone Capital Advisors
New York
– -$241K -3,073 Closed
FCAG
1129
First Capital Advisors Group
New Jersey
– -$220K -2,809 Closed
SIA
1130
SkyView Investment Advisors
New Jersey
– -$220K -2,809 Closed
PFM
1131
Patton Fund Management
Texas
– -$200K -2,556 Closed
USCWA
1132
U.S. Capital Wealth Advisors
Texas
– -$150K -1,913 Closed
DCM
1133
Dupont Capital Management
Delaware
– -$73.1K -933 Closed
OWA
1134
One Wealth Advisors
California
– -$70.6K -901 Closed
CS
1135
Comerica Securities
Michigan
– -$69.1K -883 Closed
ACM
1136
AUA Capital Management
Pennsylvania
– -$56.2K -718 Closed
ACP
1137
Arcus Capital Partners
Georgia
– -$48.6K -621 Closed
MS
1138
Madden Securities
Texas
– -$48.3K -617 Closed
PFA
1139
Pathway Financial Advisers
Indiana
– -$28.3K -362 Closed
LFASL
1140
Lugano Financial Advisors SA (LFA)
Switzerland
– -$28.2K -360 Closed
EC
1141
Elequin Capital
New York
– -$19.1K -244 Closed
AWM
1142
Accurate Wealth Management
Florida
– -$15.8K -193 Closed
FA
1143
Fiduciary Alliance
South Carolina
– -$11.6K -148 Closed
FWA
1144
Freedom Wealth Alliance
Wisconsin
– -$9.83K -125 Closed
MWM
1145
MinichMacGregor Wealth Management
New York
– -$9.79K -125 Closed
MPCL
1146
My Personal CFO LLC
Washington
– -$7.05K -90 Closed
Nomura Holdings
1147
Nomura Holdings
Japan
– -$6K -79 Closed
WOSD
1148
WFA of San Diego
California
– -$5.87K -75 Closed
MSCM
1149
McElhenny Sheffield Capital Management
Texas
– -$4.93K -63 Closed
CA
1150
Corrado Advisors
New Jersey
– -$4.78K -61 Closed
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