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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 %
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$2.82M – – –
PAG
327
Private Advisor Group
New Jersey
$2.8M -$1.3M -14,975 -32%
Cambridge Investment Research Advisors
328
Cambridge Investment Research Advisors
Iowa
$2.8M -$114K -1,306 -4%
TRCT
329
Tower Research Capital (TRC)
New York
$2.79M +$1.58M +18,146 +130%
HNB
330
Huntington National Bank
Ohio
$2.76M -$185K -2,130 -6%
TRSOTSOK
331
Teachers Retirement System of the State of Kentucky
Kentucky
$2.75M – – –
CK
332
Cohen Klingenstein
New York
$2.73M -$338K -3,886 -11%
SMI
333
Shelter Mutual Insurance
Missouri
$2.72M – – –
EMPI
334
Elo Mutual Pension Insurance
Finland
$2.7M +$179K +2,053 +7%
Nordea Investment Management
335
Nordea Investment Management
Sweden
$2.66M -$2.66M -30,747 -50%
ANTB
336
AMG National Trust Bank
Colorado
$2.62M -$52.3K -601 -2%
BCM
337
BTR Capital Management
California
$2.59M +$213K +2,447 +9%
Daiwa Securities Group
338
Daiwa Securities Group
Japan
$2.59M -$2.05M -23,546 -44%
ARI
339
Applied Research Investments
Delaware
$2.58M +$192K +2,202 +8%
MUAMU
340
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.57M -$348K -4,000 -12%
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$2.57M +$117K +1,341 +5%
AAM
342
Abeille Asset Management
France
$2.54M +$2.54M +29,208 New
Twin Tree Management
343
Twin Tree Management
Texas
$2.5M -$1.11M -12,773 -31%
HIMC
344
Heritage Investors Management Corp
Maryland
$2.5M -$28.2K -324 -1%
CAM
345
Close Asset Management
United Kingdom
$2.5M -$141K -1,620 -5%
Mackenzie Financial
346
Mackenzie Financial
Ontario, Canada
$2.48M -$81.6K -937 -3%
EWM
347
Evercore Wealth Management
New York
$2.46M -$50.9K -585 -2%
SAM
348
Silvercrest Asset Management
New York
$2.45M -$98.2K -1,128 -4%
FIM
349
Freedom Investment Management
Connecticut
$2.44M -$76.4K -877 -3%
OIS
350
Okabena Investment Services
Minnesota
$2.44M +$6.53K +75 +0.3%
12 13
14
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