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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 %
CB
201
Commerce Bank
Missouri
$8.75M -$730K -9,325 -8%
AB
202
Amalgamated Bank
New York
$8.69M -$50.4K -644 -0.6%
CFB
203
Cullen/Frost Bankers
Texas
$8.69M +$1.59M +20,256 +22%
MIM
204
MetLife Investment Management
New Jersey
$8.68M -$229K -2,918 -3%
MHC
205
Meyer Handelman Company
New York
$8.57M -$31.3K -400 -0.4%
PI
206
PGGM Investments
Netherlands
$8.52M -$2.17M -27,699 -20%
Robeco Institutional Asset Management
207
Robeco Institutional Asset Management
Netherlands
$8.5M -$3.4M -43,408 -29%
DnB Asset Management
208
DnB Asset Management
Norway
$8.45M +$27.3K +349 +0.3%
Marshall Wace
209
Marshall Wace
United Kingdom
$8.36M +$8.36M +106,708 New
UIM
210
USS Investment Management
United Kingdom
$8.32M +$2.28M +29,148 +38%
NYLIM
211
New York Life Investment Management
New York
$8.27M -$117K -1,492 -1%
Osaic Holdings
212
Osaic Holdings
Arizona
$8.24M +$665K +8,489 +9%
Nomura Asset Management
213
Nomura Asset Management
Japan
$8.2M +$408K +5,209 +5%
CCM
214
Copeland Capital Management
Pennsylvania
$8.17M -$740K -9,450 -8%
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.13M -$51.8K -662 -0.6%
Ensign Peak Advisors
216
Ensign Peak Advisors
Utah
$8.08M -$3.04M -38,858 -27%
GG
217
Greenwood Gearhart
Arkansas
$7.98M +$368K +4,705 +5%
MC
218
Mount Capital
United Kingdom
$7.88M +$7.88M +100,600 New
LIP
219
Liontrust Investment Partners
United Kingdom
$7.83M -$392K -5,000 -5%
BAM
220
Broadcrest Asset Management
Florida
$7.83M – – –
Stifel Financial
221
Stifel Financial
Missouri
$7.79M -$1.7M -21,740 -18%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$7.72M -$235K -3,000 -3%
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$7.66M -$530K -6,768 -6%
JPMPWA
224
J.P. Morgan Private Wealth Advisors
California
$7.62M -$287K -3,663 -4%
SIC
225
Schwartz Investment Counsel
Michigan
$7.6M – – –
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