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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 %
DC
426
Davenport & Co
Virginia
$1.4M +$92.6K +1,063 +7%
SIRP
427
Shelter Insurance Retirement Plan
Missouri
$1.39M – – –
PCM
428
Parsons Capital Management
Rhode Island
$1.37M -$149K -1,716 -10%
FL
429
Fort LP
Maryland
$1.37M +$488K +5,602 +56%
MC
430
MRJ Capital
New York
$1.34M -$94K -1,080 -7%
RPC
431
Rossmore Private Capital
Connecticut
$1.33M -$19.6K -225 -1%
SC
432
Savant Capital
Illinois
$1.33M +$115K +1,325 +10%
DY
433
Dowling & Yahnke
California
$1.32M -$55.1K -633 -4%
HP
434
Holowesko Partners
Bahamas
$1.31M – – –
AMCA
435
Arthur M. Cohen & Associates
Illinois
$1.31M – – –
AI
436
AdvisorShares Investments
Maryland
$1.31M +$1.31M +14,989 New
VPIM
437
Vanguard Personalized Indexing Management
California
$1.3M +$432K +4,961 +50%
CFGS
438
Concourse Financial Group Securities
Alabama
$1.29M -$45.3K -520 -3%
FHB
439
First Hawaiian Bank
Hawaii
$1.28M +$733K +8,419 +134%
SAI
440
Systematic Alpha Investments
New Jersey
$1.27M – – –
GTCM
441
Gyon Technologies Capital Management
New Jersey
$1.25M +$1.25M +14,363 New
IIM
442
Ironwood Investment Management
Massachusetts
$1.24M +$8.88K +102 +0.7%
BCV
443
Banque Cantonale Vaudoise
Switzerland
$1.23M – – –
IC
444
IEQ Capital
California
$1.22M +$34.1K +391 +3%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$22.4K +257 +2%
AT
446
Arden Trust
Delaware
$1.16M -$172K -1,978 -13%
ARMT
447
Amica Retiree Medical Trust
Rhode Island
$1.16M – – –
RC
448
RegentAtlantic Capital
New Jersey
$1.16M -$78.6K -903 -6%
DADC
449
D.A. Davidson & Co
Montana
$1.14M +$36.2K +416 +3%
Acadian Asset Management
450
Acadian Asset Management
Massachusetts
$1.13M -$1.49M -17,181 -57%
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