OTIS icon

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 %
PI
176
PGGM Investments
Netherlands
$11.4M +$2.17M +25,679 +24%
Aberdeen Group
177
Aberdeen Group
United Kingdom
$11.3M +$683K +8,097 +6%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$11.3M +$1.5M +17,819 +15%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$10.9M +$2.66M +31,464 +32%
Barclays
180
Barclays
United Kingdom
$10.8M -$27.6M -326,826 -72%
Tudor Investment Corp
181
Tudor Investment Corp
Connecticut
$10.8M – – –
IG
182
ING Group
Netherlands
$10.8M +$3.78M +44,768 +54%
State of Tennessee, Department of Treasury
183
State of Tennessee, Department of Treasury
Tennessee
$10.7M +$5.28M +62,546 +98%
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$10.6M +$8.2M +97,184 +347%
BBVA
185
Banco Bilbao Vizcaya Argentaria
Spain
$10.4M +$353K +4,188 +4%
Retirement Systems of Alabama
186
Retirement Systems of Alabama
Alabama
$10.3M -$914K -10,834 -8%
Bank Julius Baer & Co
187
Bank Julius Baer & Co
Switzerland
$10.3M -$4.25M -50,364 -29%
NLGIA
188
Nippon Life Global Investors Americas
New York
$10.2M -$739K -8,760 -7%
PP
189
Prospector Partners
Connecticut
$10.2M +$295K +3,500 +3%
ACA
190
Anchor Capital Advisors
Massachusetts
$10M +$417K +4,936 +4%
DnB Asset Management
191
DnB Asset Management
Norway
$10M +$892K +10,573 +10%
AIG
192
American International Group
New York
$9.79M -$12.3K -146 -0.1%
MG
193
Markel Group
Virginia
$9.67M – – –
SOMRS
194
State of Michigan Retirement System
Michigan
$9.61M +$59.1K +700 +0.6%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$9.61M +$11.1K +132 +0.1%
ASRS
196
Arizona State Retirement System
Arizona
$9.6M -$63.8K -756 -0.7%
AB
197
Amalgamated Bank
New York
$9.52M +$152K +1,800 +2%
Osaic Holdings
198
Osaic Holdings
Arizona
$9.48M +$604K +7,165 +7%
CB
199
Commerce Bank
Missouri
$9.48M +$44.1K +523 +0.5%
CFB
200
Cullen/Frost Bankers
Texas
$9.34M -$24.5K -290 -0.3%
6 7
8
9 10