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Otis Worldwide
OTIS

Overview Fund Activity

1,082 hedge funds and large institutions have $24.9B invested in Otis Worldwide in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 366 increasing their positions, 449 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,082
Holders Change
-58
Holders Change %
-5.09%
% of All Funds
18.3%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.22%
New
62
Increased
366
Reduced
449
Closed
102
Calls
$223M
Puts
$398M
Net Calls
-$175M
Net Calls Change
-$189M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$202M
2
BlackRock
2
BlackRock
New York
$2.53B
3
Morgan Stanley
3
Morgan Stanley
New York
$917M
4
Brown Advisory
4
Brown Advisory
Maryland
$165M
5
PRO
5
Pensioenfonds Rail & OV
Netherlands
$73.9M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$310M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$71.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13.8M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
376
Holowesko Partners
Bahamas
$1.34M – – –
BCM
377
BTR Capital Management
California
$1.32M -$719K -10,177 -35%
V
378
Veritable
Delaware
$1.31M -$20K -283 -2%
CNC
379
Canandaigua National Corp
New York
$1.29M +$35.1K +496 +3%
TGAM
380
TBH Global Asset Management
Tennessee
$1.29M +$71 +1 +0%
WC
381
Woodstock Corp
Massachusetts
$1.28M -$5.44K -77 -0.4%
Thrivent Financial for Lutherans
382
Thrivent Financial for Lutherans
Minnesota
$1.27M -$2.19K -31 -0.2%
TSWM
383
Triangle Securities Wealth Management
North Carolina
$1.27M -$14.4K -204 -1%
BF
384
BOK Financial
Oklahoma
$1.26M -$125K -1,776 -9%
TCOV
385
Trust Company of Vermont
Vermont
$1.26M -$16.7K -236 -1%
TF
386
TIAA FSB
Florida
$1.26M -$46.2K -654 -4%
AFA
387
Abacus FCF Advisors
Florida
$1.26M -$51.3K -726 -4%
WTC
388
WhitTier Trust Company
Nevada
$1.26M +$36.7K +519 +3%
CAN
389
Cetera Advisor Networks
California
$1.24M -$4.24K -60 -0.3%
GF
390
Gabelli Funds
New York
$1.24M – – –
SF
391
Synovus Financial
Georgia
$1.23M +$83.1K +1,174 +7%
AC
392
Allstate Corporation
Illinois
$1.23M +$542K +7,675 +79%
MCM
393
Monarch Capital Management
Indiana
$1.21M +$31.4K +445 +3%
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M -$142K -2,006 -11%
SC
395
Savant Capital
Illinois
$1.19M +$75.3K +1,065 +7%
CCM
396
CTC Capital Management
Illinois
$1.16M +$1.16M +16,400 New
LDB
397
Lee, Danner & Bass
Tennessee
$1.16M -$15.8K -224 -1%
VPIM
398
Vanguard Personalized Indexing Management
California
$1.16M +$285K +4,035 +33%
FWCM
399
Ferguson Wellman Capital Management
Oregon
$1.14M -$94.3K -1,335 -8%
AI
400
AdvisorShares Investments
Maryland
$1.14M -$17.1K -242 -1%
14 15
16
17 18