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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 %
LGF
376
LGT Group Foundation
Liechtenstein
$1.95M +$1.95M +22,344 New
WC
377
Woodstock Corp
Massachusetts
$1.92M -$15.9K -183 -0.8%
RJT
378
Raymond James Trust
Florida
$1.91M -$123K -1,409 -6%
YIA
379
YHB Investment Advisors
Connecticut
$1.87M +$68K +781 +4%
EGM
380
Engineers Gate Manager
New York
$1.87M -$509K -5,851 -21%
DP
381
Dearborn Partners
Illinois
$1.86M -$974K -11,187 -34%
COI
382
Connable Office Inc
Michigan
$1.86M -$52.5K -603 -3%
TGAM
383
TBH Global Asset Management
Tennessee
$1.78M -$19.5K -224 -1%
AAM
384
Advisors Asset Management
Colorado
$1.77M -$92K -1,057 -5%
EI
385
Ethic Inc
New York
$1.76M +$401K +4,602 +29%
BC
386
Burney Company
Virginia
$1.75M -$9.67K -111 -0.5%
PM
387
Phraction Management
Connecticut
$1.75M +$1.75M +20,050 New
GF
388
Gabelli Funds
New York
$1.7M -$131K -1,500 -7%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$1.7M – – –
ESCM
390
Echo Street Capital Management
New York
$1.68M +$1.34M +15,385 +389%
TSWM
391
Triangle Securities Wealth Management
North Carolina
$1.68M -$958 -11 -0.1%
TF
392
TIAA FSB
Florida
$1.68M -$46.8K -539 -3%
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$1.66M -$23.9K -275 -1%
SF
394
Synovus Financial
Georgia
$1.65M +$19.1K +219 +1%
BCWM
395
Bartlett & Co Wealth Management
Ohio
$1.64M -$47.2K -542 -3%
BC
396
Bartlett & Co
Ohio
$1.64M -$47.2K -542 -3%
BF
397
BOK Financial
Oklahoma
$1.63M -$21.9K -252 -1%
TI
398
Tidal Investments
Wisconsin
$1.61M +$479K +5,503 +42%
V
399
Veritable
Delaware
$1.6M +$21K +241 +1%
CNC
400
Canandaigua National Corp
New York
$1.6M +$61.8K +710 +4%
14 15
16
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