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Otis Worldwide
OTIS

Overview Fund Activity

1,140 hedge funds and large institutions have $27B invested in Otis Worldwide in 2022 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 337 increasing their positions, 501 reducing their positions, and 116 closing their positions.

Holders
1,140
Holders Change
-48
Holders Change %
-4.04%
% of All Funds
18.04%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
84
Increased
337
Reduced
501
Closed
116
Calls
$52.5M
Puts
$38.9M
Net Calls
+$13.6M
Net Calls Change
-$81.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$887M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$272M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$325M
4
Goldman Sachs
4
Goldman Sachs
New York
$266M
5
LFRG
5
Lazard Frères Gestion
France
$99.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$464M
2
BlackRock
2
BlackRock
New York
$2.61B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$309M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$17.8M
5
SCM
5
Suvretta Capital Management
New York
$99.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FAN
326
Financial Advisors Network
California
$2.71M 35,265 +35,265 New
SAM
327
Securian Asset Management
Minnesota
$2.69M 34,959 -691 -2%
AAM
328
Aureus Asset Management
Massachusetts
$2.63M 34,214 +531 +2%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$2.61M 33,961 -700 -2%
OIS
330
Okabena Investment Services
Minnesota
$2.54M 32,940 +4,925 +18%
PAG
331
Private Advisor Group
New Jersey
$2.53M 32,869 +713 +2%
CAM
332
Close Asset Management
United Kingdom
$2.5M 28,674 – –
MSRPS
333
Maryland State Retirement & Pension System
Maryland
$2.49M 32,336 – –
SSB
334
Sandy Spring Bank
Maryland
$2.48M 32,267 -838 -3%
EMPI
335
Elo Mutual Pension Insurance
Finland
$2.44M 31,736 +775 +3%
CIP
336
Chartwell Investment Partners
Pennsylvania
$2.43M 31,566 -6,475 -17%
CK
337
Cohen Klingenstein
New York
$2.41M 31,307 – –
BBHC
338
Brown Brothers Harriman & Co
New York
$2.41M 31,293 -1,867 -6%
SMI
339
Shelter Mutual Insurance
Missouri
$2.4M 31,200 – –
Cambridge Investment Research Advisors
340
Cambridge Investment Research Advisors
Iowa
$2.4M 31,124 -1,019 -3%
HNB
341
Huntington National Bank
Ohio
$2.35M 30,544 -1,114 -4%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$2.34M 30,463 +989 +3%
TRSOTSOK
343
Teachers Retirement System of the State of Kentucky
Kentucky
$2.33M 30,241 -1,316 -4%
CGH
344
Crossmark Global Holdings
Texas
$2.31M 30,059 +2,230 +8%
ANTB
345
AMG National Trust Bank
Colorado
$2.3M 29,866 -237 -0.8%
EI
346
Ethic Inc
New York
$2.28M 29,609 +9,402 +47%
BCM
347
BTR Capital Management
California
$2.22M 28,834 -915 -3%
CSS
348
Cubist Systematic Strategies
Connecticut
$2.19M 28,428 -114,626 -80%
X
349
Xponance
Pennsylvania
$2.19M 28,434 +1,723 +6%
HIMC
350
Heritage Investors Management Corp
Maryland
$2.18M 28,332 -362 -1%
12 13
14
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