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Otis Worldwide
OTIS

Overview Fund Activity

1,188 hedge funds and large institutions have $30.7B invested in Otis Worldwide in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 355 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+53
Holders Change %
+4.67%
% of All Funds
18.35%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
158
Increased
355
Reduced
473
Closed
87
Calls
$123M
Puts
$28.4M
Net Calls
+$94.9M
Net Calls Change
+$10.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$404M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$254M
3
Ameriprise
3
Ameriprise
Minnesota
$131M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$327M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$701M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$55.5M
2
AIM
2
Alphinity Investment Management
Australia
$14.5M
3
LFRG
3
Lazard Frères Gestion
France
$0
4
AC
4
AKO Capital
United Kingdom
$324M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
251
Vontobel Holding
Switzerland
$6.24M +$788K +9,130 +14%
BCIM
252
British Columbia Investment Management
British Columbia, Canada
$6.21M -$340K -3,910 -5%
GC
253
Guggenheim Capital
Illinois
$6.19M -$198K -2,277 -3%
Public Sector Pension Investment Board (PSP Investments)
254
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.17M -$14.6M -168,100 -70%
AIA
255
Allied Investment Advisors
Montana
$6.15M +$123K +1,408 +2%
Citadel Advisors
256
Citadel Advisors
Florida
$6.07M -$31.4M -360,322 -84%
PP
257
Prospector Partners
Connecticut
$6.05M +$82.7K +950 +1%
RT
258
Rockland Trust
Massachusetts
$6.03M -$8.87M -101,806 -60%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$6.02M -$232K -2,663 -4%
GG
260
Gofen & Glossberg
Illinois
$5.94M -$111K -1,274 -2%
Macquarie Group
261
Macquarie Group
Australia
$5.86M -$190K -2,185 -3%
FGP
262
Foyston, Gordon, & Payne
Ontario, Canada
$5.86M -$1.72M -19,731 -23%
Handelsbanken Fonder
263
Handelsbanken Fonder
Sweden
$5.73M -$67.2K -772 -1%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$5.71M -$1.19M -13,681 -17%
GG
265
Greenwood Gearhart
Arkansas
$5.69M +$287K +3,298 +5%
GAM
266
Gotham Asset Management
New York
$5.58M +$4.56M +52,378 +449%
DAM
267
Delta Asset Management
Tennessee
$5.57M +$306K +3,518 +6%
FT
268
Fiduciary Trust
Massachusetts
$5.53M -$120K -1,373 -2%
MSL
269
Mackay Shields LLC
New York
$5.51M -$152K -1,745 -3%
CC
270
Carlson Capital
Texas
$5.21M -$1.92M -22,000 -27%
GT
271
Glenmede Trust
Pennsylvania
$5.15M -$355K -4,077 -6%
TPSF
272
Texas Permanent School Fund
Texas
$5.1M -$639K -7,342 -11%
Comerica Bank
273
Comerica Bank
Texas
$5.05M -$137K -1,647 -3%
SSWM
274
Sheets Smith Wealth Management
North Carolina
$4.99M – – –
IIM
275
Ipswich Investment Management
Massachusetts
$4.96M +$107K +1,225 +2%
9 10
11
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