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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 %
Lord, Abbett & Co
126
Lord, Abbett & Co
New Jersey
$22.8M -$2.08M -24,590 -8%
US Bancorp
127
US Bancorp
Minnesota
$22.8M -$1.69M -19,990 -7%
ECM
128
ExodusPoint Capital Management
New York
$22.3M +$4.83M +57,268 +28%
BTCPP
129
Border to Coast Pensions Partnership
United Kingdom
$22M +$3.16M +37,461 +17%
ET
130
Equitable Trust
Tennessee
$21M -$858K -10,168 -4%
SEI Investments
131
SEI Investments
Pennsylvania
$21M +$4.37M +51,748 +26%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$20.5M +$59.1K +700 +0.3%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$20M – – –
CGI
134
Comgest Global Investors
France
$19.9M -$519K -6,153 -3%
RJA
135
Raymond James & Associates
Florida
$19.6M -$358K -4,241 -2%
Corient Private Wealth
136
Corient Private Wealth
Florida
$18.8M +$5.58M +66,125 +42%
Jacobs Levy Equity Management
137
Jacobs Levy Equity Management
New Jersey
$18.8M +$3.04M +36,043 +19%
Allianz Asset Management
138
Allianz Asset Management
Germany
$18.6M +$524K +6,205 +3%
IIM
139
INTECH Investment Management
Florida
$18.3M -$88.2K -1,045 -0.5%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.1M -$261K -3,092 -1%
LCAM
141
London & Capital Asset Management
United Kingdom
$18M -$3.85M -45,625 -18%
MSV
142
MN Services Vermogensbeheer
Netherlands
$17.7M +$540K +6,400 +3%
AAF
143
Andra AP-fonden
Sweden
$17.6M +$6.4M +75,834 +57%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$17.4M +$2.22M +26,290 +15%
MCM
145
MAI Capital Management
Ohio
$17.3M -$242K -2,862 -1%
IMRF
146
Illinois Municipal Retirement Fund
Illinois
$17.3M -$208K -2,468 -1%
DIA
147
Davidson Investment Advisors
Montana
$17.2M +$1.68M +19,956 +11%
Korea Investment Corp
148
Korea Investment Corp
South Korea
$16.9M -$6.35M -75,270 -27%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$16.9M +$3.18M +37,681 +23%
Man Group
150
Man Group
United Kingdom
$16.9M -$5.29M -67,575 Closed
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