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Otis Worldwide
OTIS

1,086 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, 452 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

0.89% more ownership

Funds ownership: 82.58% → 83.47% (+0.89%)

5% less funds holding

Funds holding: 1,144 → 1,086 (-58)

8% less capital invested

Capital invested by funds: $27B → $24.9B (-$2.11B)

19% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 452

39% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 102

44% less call options, than puts

Call options by funds: $223M | Put options by funds: $398M

Holders
1,086
Holders Change
-58
Holders Change %
-5.07%
% 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
452
Closed
102
Calls
$223M
Puts
$398M
Net Calls
-$175M
Net Calls Change
-$189M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$211M
2
BlackRock
BlackRock
New York
+$140M
3
Morgan Stanley
Morgan Stanley
New York
+$107M
4
Brown Advisory
Brown Advisory
Maryland
+$96M
5
PRO
Pensioenfonds Rail & OV
Netherlands
+$77M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$272M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$70.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$65.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$235M +$2.68M +36,334 +1%
Legal & General Group
27
Legal & General Group
United Kingdom
$228M +$4.12M +55,947 +2%
DVI
28
Deccan Value Investors
Connecticut
$219M -$50.1M -679,914 -18%
Parnassus Investments
29
Parnassus Investments
California
$202M +$211M +2,861,004 New
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$189M +$285K +3,870 +0.1%
VAM
31
Vontobel Asset Management
New York
$186M -$7.27M -98,754 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186M -$4.68M -63,524 -2%
ClearBridge Investments
33
ClearBridge Investments
New York
$180M +$2.35M +31,938 +1%
UBS AM
34
UBS AM
Illinois
$171M +$44.1M +599,037 +33%
Brown Advisory
35
Brown Advisory
Maryland
$165M +$96M +1,303,196 +126%
LCOV
36
London Company of Virginia
Virginia
$162M -$2.19M -29,687 -1%
GCM
37
Gates Capital Management
New York
$157M – – –
CS
38
Credit Suisse
Switzerland
$155M -$4.23M -57,445 -3%
OAC
39
OMERS Administration Corp
Ontario, Canada
$154M +$18.2M +247,400 +13%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$149M -$12.4M -167,724 -7%
N
41
Nuveen
North Carolina
$146M +$19.3M +262,367 +15%
Charles Schwab
42
Charles Schwab
California
$144M +$67K +910 +0%
Swiss National Bank
43
Swiss National Bank
Switzerland
$130M +$7.05M +95,700 +5%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$128M -$5.54M -75,234 -4%
MMH
45
Menora Mivtachim Holdings
Israel
$125M +$442K +6,000 +0.3%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$119M -$17.5M -236,945 -12%
Primecap Management
47
Primecap Management
California
$116M -$3.27M -44,450 -3%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$111M +$41.1M +558,700 +56%
Ameriprise
49
Ameriprise
Minnesota
$102M -$2.63M -35,732 -2%
Deutsche Bank
50
Deutsche Bank
Germany
$99.4M -$3.69M -50,111 -3%
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OTIS Hedge Fund Activity: Q2 2022 in Review

1,086 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2022, worth a combined $24.9B — down 7.8% from $27B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of OTIS and 62 opened new positions — a net loss of 40 holders — while 452 trimmed existing stakes and 366 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $211M. The largest seller was Viking Global Investors, exiting entirely with an estimated $272M sold.

  • 1,086 institutional investors held Otis Worldwide (OTIS) as of Q2 2022, down from 1,144 in Q1 2022.
  • Funds reported $24.9B of Otis Worldwide stock for Q2 2022, down 7.8% quarter-over-quarter.
  • 62 funds opened new Otis Worldwide positions in Q2 2022 and 102 closed out, a net change of -40 holders.
  • The largest Otis Worldwide buyer in Q2 2022 was Parnassus Investments, an estimated $211M added.
  • The largest Otis Worldwide seller in Q2 2022 was Viking Global Investors, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2022.