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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.

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
1
Citadel Advisors
Florida
$165M
2
Invesco
2
Invesco
Georgia
$524M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$588M
4
BCF
4
BLS Capital Fondsmaeglerselskab
Denmark
$468M
5
PI
5
Putnam Investments
Massachusetts
$150M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$37.4M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$119M
3
Goldman Sachs
3
Goldman Sachs
New York
$156M
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.6M
5
Boston Partners
5
Boston Partners
Massachusetts
$424M
Name Market Value Shares Shares
Change 		Shares
Change %
Impax Asset Management Group
101
Impax Asset Management Group
United Kingdom
$33.1M 423,224 -16,598 -4%
RG
102
Rathbones Group
United Kingdom
$31.2M 398,093 +11,298 +3%
Victory Capital Management
103
Victory Capital Management
Texas
$30.7M 392,001 +42,101 +12%
First Trust Advisors
104
First Trust Advisors
Illinois
$28.9M 369,500 -92,109 -20%
Prudential Financial
105
Prudential Financial
New Jersey
$28.8M 367,614 +7,332 +2%
VNIM
106
Vaughan Nelson Investment Management
Texas
$28.6M 365,040 +13,335 +4%
AAM
107
Abeille Asset Management
France
$28.5M 501,013 +47,422 +10%
Citigroup
108
Citigroup
New York
$28.2M 360,492 +51,688 +17%
CWM
109
Connecticut Wealth Management
Connecticut
$24.5M 313,130 -135,790 -30%
FMI
110
Factory Mutual Insurance
Massachusetts
$24.5M 312,800 – –
WF
111
Welch & Forbes
Massachusetts
$24.3M 310,217 -3,455 -1%
BMSSC
112
B. Metzler seel. Sohn & Co
Germany
$24.2M 309,154 +17,073 +6%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$23.5M 300,053 +23,692 +9%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$23.4M 298,598 +1,440 +0.5%
PWLP
115
Prio Wealth Limited Partnership
Massachusetts
$23.2M 295,695 -1,166 -0.4%
Lord, Abbett & Co
116
Lord, Abbett & Co
New Jersey
$23.1M 294,780 +15,509 +6%
US Bancorp
117
US Bancorp
Minnesota
$22.7M 290,102 +133,918 +86%
APG Asset Management
118
APG Asset Management
Netherlands
$22.5M 287,531 +10,031 +4%
AQR Capital Management
119
AQR Capital Management
Connecticut
$22.5M 287,321 -64,924 -18%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$21.9M 279,952 -50,501 -15%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$21.6M 275,748 -17,358 -6%
A
122
AustralianSuper
Australia
$21.2M 268,198 -1,072 -0.4%
ET
123
Equitable Trust
Tennessee
$20.3M 259,575 +77,696 +43%
LCAM
124
London & Capital Asset Management
United Kingdom
$20.3M 258,965 -26,162 -9%
SSA
125
Schonfeld Strategic Advisors
New York
$19.8M 253,002 +247,105 +4,190%
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5
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