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

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$55.5M
2
AIM
Alphinity Investment Management
Australia
$14.5M
3
LFRG
Lazard Frères Gestion
France
$0
4
AC
AKO Capital
United Kingdom
$324M
5
Artisan Partners
Artisan Partners
Wisconsin
$93.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
351
Crossmark Global Holdings
Texas
$2.42M +$315K +3,621 +15%
Mercer Global Advisors
352
Mercer Global Advisors
Colorado
$2.42M -$321K -3,691 -12%
Mariner
353
Mariner
Kansas
$2.36M +$352K +4,047 +18%
BCM
354
Bayesian Capital Management
New York
$2.34M +$1.98M +22,751 +555%
X
355
Xponance
Pennsylvania
$2.33M +$439K +5,038 +23%
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$2.32M – – –
AIM
357
Aigen Investment Management
New York
$2.28M -$231K -2,726 -9%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$2.27M -$26.1K -300 -1%
AIMCA
359
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.26M +$2.26M +25,935 New
JC
360
JB Capital
Connecticut
$2.23M -$161K -1,854 -7%
KRS
361
Kentucky Retirement Systems
Kentucky
$2.23M +$697 +8 +0%
HFS
362
Hantz Financial Services
Michigan
$2.21M -$71.5K -821 -3%
SMDAM
363
Sumitomo Mitsui DS Asset Management
Japan
$2.21M +$11.3K +130 +0.5%
PRC
364
Pearl River Capital
Michigan
$2.2M -$2.67M -30,613 -55%
HT
365
HighTower Trust
Texas
$2.19M +$5.57K +64 +0.3%
CCT
366
Country Club Trust
Missouri
$2.17M -$17.3K -200 -0.8%
JPMIA
367
J.P. Marvel Investment Advisors
Massachusetts
$2.11M – – –
HFM
368
Hartford Financial Management
Connecticut
$2.08M -$13.1K -151 -0.6%
DGAM
369
Desjardins Global Asset Management
Quebec, Canada
$2.08M +$2.08M +23,867 New
ACM
370
AlphaCrest Capital Management
New York
$2.06M -$1.13M -12,987 -35%
SCM
371
Seascape Capital Management
New Hampshire
$2.06M +$226K +2,601 +12%
LCM
372
Liberty Capital Management
Michigan
$2.05M +$2.05M +23,579 New
SPIA
373
Steward Partners Investment Advisory
New York
$2.03M -$4.44K -51 -0.2%
SAM
374
Shell Asset Management
Netherlands
$2.01M +$530K +6,084 +36%
TCM
375
Telos Capital Management
California
$1.97M -$35.8K -411 -2%
13 14
15
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