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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 %
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
$9.29M -$31M -367,608 -77%
MHC
202
Meyer Handelman Company
New York
$9.24M – – –
MIM
203
MetLife Investment Management
New Jersey
$9.21M -$143K -1,690 -2%
CWM
204
Connecticut Wealth Management
Connecticut
$9.07M -$17.4M -205,671 -66%
Nomura Asset Management
205
Nomura Asset Management
Japan
$8.98M +$144K +1,701 +2%
UIM
206
USS Investment Management
United Kingdom
$8.96M – – –
CCM
207
Copeland Capital Management
Pennsylvania
$8.75M -$57.6K -683 -0.7%
Stifel Financial
208
Stifel Financial
Missouri
$8.51M +$118K +1,401 +1%
MC
209
Mount Capital
United Kingdom
$8.49M – – –
BAM
210
Broadcrest Asset Management
Florida
$8.44M – – –
Walleye Capital
211
Walleye Capital
New York
$8.4M -$8.88M -105,264 -51%
SOADOR
212
State of Alaska Department of Revenue
Alaska
$8.24M -$81.9K -970 -1%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.2M -$559K -6,627 -6%
SIC
214
Schwartz Investment Counsel
Michigan
$8.19M – – –
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$8M -$217K -2,569 -3%
LPL Financial
216
LPL Financial
California
$7.85M -$216K -2,562 -3%
AIA
217
Allied Investment Advisors
Montana
$7.66M +$224K +2,650 +3%
Voloridge Investment Management
218
Voloridge Investment Management
Florida
$7.63M +$7.63M +90,428 New
First Manhattan
219
First Manhattan
New York
$7.57M -$185K -2,187 -2%
EW
220
Evoke Wealth
California
$7.5M -$396K -5,164 -5%
DZ Bank
221
DZ Bank
Germany
$7.29M +$65.7K +778 +0.9%
BPCE
222
Bank Pictet & Cie (Europe)
Germany
$7.28M +$1.67M +19,833 +30%
TPSF
223
Texas Permanent School Fund
Texas
$7.24M +$2.29M +27,123 +46%
AMI
224
Amica Mutual Insurance
Rhode Island
$7.2M +$3.1M +36,779 +76%
EAMA
225
EFG Asset Management (Americas)
Florida
$7.15M +$1.21M +14,283 +20%
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