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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 %
Baird Financial Group
301
Baird Financial Group
Wisconsin
$3.73M +$12.4K +142 +0.3%
ISL
302
Ingalls & Snyder LLC
New York
$3.72M -$42.7K -490 -1%
SC
303
Scotia Capital
Ontario, Canada
$3.69M +$430K +4,935 +13%
MKC
304
M. Kraus & Co
Vermont
$3.54M +$229K +2,626 +7%
BAM
305
Blueshift Asset Management
New Jersey
$3.54M +$1.17M +13,470 +49%
DILIC
306
Dai-ichi Life Insurance Company
Japan
$3.49M – – –
CAM
307
Cacti Asset Management
Georgia
$3.49M – – –
TCM
308
Tufton Capital Management
Maryland
$3.4M -$526K -6,046 -13%
BBVA
309
Banco Bilbao Vizcaya Argentaria
Spain
$3.4M +$2.39M +27,714 +239%
Creative Planning
310
Creative Planning
Kansas
$3.37M -$3.38M -38,794 -50%
GAG
311
GM Advisory Group
New York
$3.36M – – –
CIP
312
Chartwell Investment Partners
Pennsylvania
$3.31M +$263K +3,020 +9%
TAF
313
Tredje AP-fonden
Sweden
$3.26M +$661K +7,588 +25%
PG
314
Pendal Group
Australia
$3.22M +$850K +9,761 +36%
WB
315
WesBanco Bank
West Virginia
$3.18M +$35.2K +404 +1%
NB
316
Norinchukin Bank
Japan
$3.16M -$34.5K -396 -1%
WAC
317
William Allan Corp
Colorado
$3.12M +$3.12M +35,877 New
SAM
318
Securian Asset Management
Minnesota
$3.1M -$59.4K -682 -2%
MML Investors Services
319
MML Investors Services
Massachusetts
$3.09M +$162K +1,863 +6%
AC
320
Allstate Corporation
Illinois
$3.07M +$2.23M +25,564 +264%
OPERF
321
Oregon Public Employees Retirement Fund
Oregon
$3.02M +$74K +850 +3%
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$2.93M -$1.24M -14,249 -30%
AAM
323
Aureus Asset Management
Massachusetts
$2.93M +$462K +5,300 +19%
SSB
324
Sandy Spring Bank
Maryland
$2.88M +$4.01K +46 +0.1%
KBC Group
325
KBC Group
Belgium
$2.84M -$1.71M -19,618 -38%
11 12
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