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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 %
SEI Investments
151
SEI Investments
Pennsylvania
$15.4M -$6.43M -82,070 -29%
CWM
152
CIBC World Markets
New York
$15M +$1.89M +24,150 +14%
Jacobs Levy Equity Management
153
Jacobs Levy Equity Management
New Jersey
$14.6M +$2.71M +34,649 +23%
DIA
154
Davidson Investment Advisors
Montana
$14.4M +$115K +1,466 +0.8%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$14.1M +$11M +140,058 +347%
NC
156
Nekton Capital
United Kingdom
$14.1M +$14.1M +179,529 New
Swedbank
157
Swedbank
Sweden
$13.5M -$94K -1,200 -0.7%
Bank Julius Baer & Co
158
Bank Julius Baer & Co
Switzerland
$13.5M +$1.49M +19,006 +12%
Assenagon Asset Management
159
Assenagon Asset Management
Luxembourg
$13.4M -$3.23M -41,185 -19%
CIC
160
Carnegie Investment Counsel
Ohio
$13.2M -$129K -1,646 -1%
M&T Bank
161
M&T Bank
New York
$13.2M -$445K -5,678 -3%
Asset Management One
162
Asset Management One
Japan
$13.2M -$488K -6,179 -4%
FRAF
163
Första AP-fonden
Sweden
$12.9M +$6.48M +82,800 +101%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$12.7M -$1.81M -23,135 -12%
GCM
165
Greenland Capital Management
New York
$12.7M +$12.7M +161,656 New
Adage Capital Partners
166
Adage Capital Partners
Massachusetts
$12.6M +$12.6M +160,424 New
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$12.4M +$99.6K +1,272 +0.8%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$12.4M -$23.5K -300 -0.2%
Corient Private Wealth
169
Corient Private Wealth
Florida
$12.3M +$12.3M +157,169 New
Creative Planning
170
Creative Planning
Kansas
$12.1M -$946K -12,086 -7%
KBC Group
171
KBC Group
Belgium
$11.9M +$7.15M +91,305 +149%
TD Asset Management
172
TD Asset Management
Ontario, Canada
$11.9M +$124K +1,587 +1%
Franklin Resources
173
Franklin Resources
California
$11.5M +$583K +7,448 +5%
UCFA
174
United Capital Financial Advisors
Texas
$11.4M -$370K -4,721 -3%
DekaBank Deutsche Girozentrale
175
DekaBank Deutsche Girozentrale
Germany
$11.3M +$508K +6,471 +5%
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