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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 %
EWM
351
Evercore Wealth Management
New York
$2.16M 28,043 -171 -0.6%
DGAM
352
Desjardins Global Asset Management
Quebec, Canada
$2.15M 27,992 +4,125 +17%
Mackenzie Financial
353
Mackenzie Financial
Ontario, Canada
$2.15M 27,979 -501 -2%
SCM
354
Seascape Capital Management
New Hampshire
$2.11M 27,431 +3,791 +16%
SAM
355
Silvercrest Asset Management
New York
$2.1M 27,256 -840 -3%
KRS
356
Kentucky Retirement Systems
Kentucky
$2.08M 27,087 +1,512 +6%
LGF
357
LGT Group Foundation
Liechtenstein
$2.05M 26,917 +4,573 +20%
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$2.02M 26,800 +200 +0.8%
AIMCA
359
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2M 25,935 – –
MLICM
360
Metropolitan Life Insurance Company (MetLife)
New York
$1.99M 25,868 -22,341 -46%
HFS
361
Hantz Financial Services
Michigan
$1.99M 25,792 +373 +1%
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$1.98M 25,737 -7,950 -24%
JC
363
JB Capital
Connecticut
$1.97M 25,560 -92 -0.4%
SMDAM
364
Sumitomo Mitsui DS Asset Management
Japan
$1.96M 25,405 +74 +0.3%
HT
365
HighTower Trust
Texas
$1.95M 25,342 +158 +0.6%
Daiwa Securities Group
366
Daiwa Securities Group
Japan
$1.95M 25,331 -4,370 -15%
NMERB
367
New Mexico Educational Retirement Board
New Mexico
$1.9M 24,708 -1,400 -5%
PAM
368
Panagora Asset Management
Massachusetts
$1.88M 24,397 +18,937 +347%
Jacobs Levy Equity Management
369
Jacobs Levy Equity Management
New Jersey
$1.87M 24,242 +7,342 +43%
JPMIA
370
J.P. Marvel Investment Advisors
Massachusetts
$1.86M 24,113 -150 -0.6%
BCV
371
Banque Cantonale Vaudoise
Switzerland
$1.86M 24,115 +10,000 +71%
HFM
372
Hartford Financial Management
Connecticut
$1.82M 23,699 -169 -0.7%
PM
373
Phraction Management
Connecticut
$1.81M 23,570 +3,520 +18%
LCM
374
Liberty Capital Management
Michigan
$1.8M 23,383 -196 -0.8%
SAM
375
Shell Asset Management
Netherlands
$1.71M 22,235 -807 -4%
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