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

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$310M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$71.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$13.8M
5
Capital Research Global Investors
Capital Research Global Investors
California
$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
476
First Foundation Advisors
California
$698K -$135K -1,916 -16%
GI
477
GAMCO Investors
Connecticut
$695K -$336K -4,750 -33%
MNBTD
478
Moody National Bank Trust Division
Texas
$690K -$72.7K -1,029 -10%
FNBT
479
FineMark National Bank & Trust
Florida
$672K +$5.37K +76 +0.8%
FI
480
Fractal Investments
Connecticut
$664K – – –
WJWM
481
Williams Jones Wealth Management
New York
$663K +$153K +2,163 +30%
ATC
482
Argent Trust Co
Tennessee
$653K -$3.18K -45 -0.5%
BIM
483
Bridges Investment Management
Nebraska
$646K -$1.7K -24 -0.3%
GT
484
Glenview Trust
Kentucky
$645K -$12.1K -171 -2%
AAS
485
Avantax Advisory Services
Texas
$644K +$11.5K +163 +2%
CFMC
486
Curbstone Financial Management Corp
New Hampshire
$634K +$59.5K +842 +10%
PTC
487
Philadelphia Trust Company
Pennsylvania
$632K -$118K -1,675 -16%
PCTC
488
Perkins Coie Trust Company
Washington
$631K -$46.2K -654 -7%
EAM
489
Empirical Asset Management
Massachusetts
$630K +$425K +6,024 +208%
GAAM
490
Guinness Atkinson Asset Management
California
$627K – – –
BAMF
491
BI Asset Management Fondsmaeglerselskab
Denmark
$626K +$33.8K +479 +6%
FMB
492
Field & Main Bank
Kentucky
$623K +$31.3K +443 +5%
DBIA
493
Dumont & Blake Investment Advisors
New Jersey
$622K +$7.49K +106 +1%
SW
494
SVB Wealth
Massachusetts
$621K -$51.4K -727 -8%
SIA
495
Sit Investment Associates
Minnesota
$620K -$118K -1,675 -16%
KTA
496
Keeley-Teton Advisors
Illinois
$616K – – –
HFBOT
497
Home Federal Bank of Tennessee
Tennessee
$613K +$30K +425 +5%
SCA
498
Snowden Capital Advisors
New York
$612K +$565 +8 +0.1%
AWM
499
AE Wealth Management
Kansas
$607K -$14.6K -206 -2%
SI
500
Stephens Inc
Arkansas
$605K +$1.98K +28 +0.3%
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