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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 %
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$16.8M -$2.85M -33,796 -15%
Squarepoint
152
Squarepoint
New York
$16.4M -$4.77M -56,536 -23%
Swedbank
153
Swedbank
Sweden
$16.2M +$1.62M +19,200 +11%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$15.7M +$15.7M +186,385 New
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$15.6M -$1.43M -16,895 -8%
Canada Pension Plan Investment Board
156
Canada Pension Plan Investment Board
Ontario, Canada
$14.9M +$4.32M +51,217 +41%
CIC
157
Carnegie Investment Counsel
Ohio
$14.5M +$222K +2,629 +2%
M&T Bank
158
M&T Bank
New York
$14.4M +$156K +1,848 +1%
Asset Management One
159
Asset Management One
Japan
$14.2M +$83K +983 +0.6%
Robeco Institutional Asset Management
160
Robeco Institutional Asset Management
Netherlands
$14.2M +$5.02M +59,448 +55%
APG Asset Management
161
APG Asset Management
Netherlands
$13.9M -$8.4M -108,072 -38%
BG
162
Bahl & Gaynor
Ohio
$13.9M +$7M +82,881 +101%
Royal London Asset Management
163
Royal London Asset Management
United Kingdom
$13.4M +$36.9K +437 +0.3%
Axa
164
Axa
France
$13.3M -$7.58M -89,829 -36%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$12.9M +$74.1K +878 +0.6%
Franklin Resources
166
Franklin Resources
California
$12.8M +$413K +4,896 +3%
Creative Planning
167
Creative Planning
Kansas
$12.6M -$386K -4,571 -3%
KBC Group
168
KBC Group
Belgium
$12.6M -$306K -3,628 -2%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$12.4M +$2.58M +30,564 +26%
TF
170
TIAA FSB
Florida
$12.1M +$291K +3,450 +2%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$12M +$18.1K +219 +0.2%
SGK
172
Steigerwald Gordon & Koch
Virginia
$11.9M +$471K +5,580 +4%
UCFA
173
United Capital Financial Advisors
Texas
$11.6M -$692K -8,199 -6%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$11.4M +$640K +7,583 +6%
GG
175
Greenwood Gearhart
Arkansas
$11.4M +$2.82M +33,462 +33%
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