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Otis Worldwide
OTIS

Overview Fund Activity

1,093 hedge funds and large institutions have $30.9B invested in Otis Worldwide in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 434 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-8
Holders Change %
-0.73%
% of All Funds
17.5%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
89
Increased
342
Reduced
434
Closed
70
Calls
$214M
Puts
$270M
Net Calls
-$55.3M
Net Calls Change
+$143M

Top Buyers

1
SP
1
Sarasin & Partners
United Kingdom
$534M
2
PAM
2
PineStone Asset Management
Quebec, Canada
$142M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$716M
4
Goldman Sachs
4
Goldman Sachs
New York
$249M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$186M

Top Sellers

1
SCM
1
Suvretta Capital Management
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$369M
3
Boston Partners
3
Boston Partners
Massachusetts
$397M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$889K
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Impax Asset Management Group
101
Impax Asset Management Group
United Kingdom
$35.6M -$137K -1,624 -0.4%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$35.4M +$26.7M +316,449 +307%
BPC
103
Banque Pictet & Cie
Switzerland
$35.3M -$844K -9,998 -2%
Citigroup
104
Citigroup
New York
$33.9M +$3.44M +40,729 +11%
RG
105
Rathbones Group
United Kingdom
$33.1M -$473K -5,606 -1%
CS
106
Candriam SCA
Luxembourg
$32.7M -$1.87M -24,060 -5%
Nordea Investment Management
107
Nordea Investment Management
Sweden
$31.9M +$13.2M +157,242 +70%
PI
108
PineBridge Investments
New York
$31.3M +$11.2M +132,640 +56%
Victory Capital Management
109
Victory Capital Management
Texas
$30.9M -$2.18M -25,799 -7%
VNIM
110
Vaughan Nelson Investment Management
Texas
$30.5M -$290K -3,432 -0.9%
Prudential Financial
111
Prudential Financial
New Jersey
$30M +$2.05M +26,981 +7%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$27.9M +$2.57M +30,493 +10%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$27.1M +$3.5M +41,586 +15%
Ameriprise
114
Ameriprise
Minnesota
$26.5M -$21.6M -256,002 -45%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$26.1M +$915K +10,845 +4%
WF
116
Welch & Forbes
Massachusetts
$25.8M -$398K -4,717 -2%
AQR Capital Management
117
AQR Capital Management
Connecticut
$25.7M +$1.67M +19,962 +7%
AIM
118
Alphinity Investment Management
Australia
$25.5M +$8.71M +103,250 +52%
PWLP
119
Prio Wealth Limited Partnership
Massachusetts
$24.8M -$196K -2,323 -0.8%
BMSSC
120
B. Metzler seel. Sohn & Co
Germany
$24.4M -$1.73M -20,550 -7%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$24.3M -$14.1M -164,893 -37%
Assenagon Asset Management
122
Assenagon Asset Management
Luxembourg
$24.1M +$9.69M +114,773 +67%
FMI
123
Factory Mutual Insurance
Massachusetts
$23.1M -$3.29M -39,000 -12%
A
124
AustralianSuper
Australia
$23M +$397K +4,705 +2%
Skandinaviska Enskilda Banken (SEB)
125
Skandinaviska Enskilda Banken (SEB)
Sweden
$22.9M +$2.6M +30,784 +13%
3 4
5
6 7