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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 %
Boston Partners
26
Boston Partners
Massachusetts
$270M 3,511,549 +333,471 +10%
Goldman Sachs
27
Goldman Sachs
New York
$266M 3,453,735 +1,384,353 +67%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$253M 3,289,501 +5,034 +0.2%
Legal & General Group
29
Legal & General Group
United Kingdom
$244M 3,168,257 +227,335 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$207M 2,689,292 +344,652 +15%
VAM
31
Vontobel Asset Management
New York
$207M 2,564,645 +72,853 +3%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$205M 2,669,309 +12,978 +0.5%
ClearBridge Investments
33
ClearBridge Investments
New York
$194M 2,519,269 -503,882 -17%
LCOV
34
London Company of Virginia
Virginia
$179M 2,320,173 +31,964 +1%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$175M 2,270,320 -5,703 -0.3%
CS
36
Credit Suisse
Switzerland
$173M 2,244,199 +220,547 +11%
GCM
37
Gates Capital Management
New York
$171M 2,221,622 -223,888 -9%
Charles Schwab
38
Charles Schwab
California
$157M 2,040,045 +52,261 +3%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$151M 1,966,389 -558,812 -22%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$151M 1,937,627 -455,651 -19%
OAC
41
OMERS Administration Corp
Ontario, Canada
$148M 1,929,648 +415,500 +27%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$145M 1,883,718 -199,165 -10%
UBS AM
43
UBS AM
Illinois
$140M 1,825,668 +96,062 +6%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$139M 1,801,968 -16,999 -0.9%
MMH
45
Menora Mivtachim Holdings
Israel
$136M 1,768,300 +244,300 +16%
Swiss National Bank
46
Swiss National Bank
Switzerland
$134M 1,747,757 +206,700 +13%
Primecap Management
47
Primecap Management
California
$130M 1,690,481 -1,250 -0.1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$120M 1,560,251 -156,148 -9%
Ameriprise
49
Ameriprise
Minnesota
$114M 1,483,461 -21,990 -1%
Deutsche Bank
50
Deutsche Bank
Germany
$112M 1,456,480 -45,722 -3%
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