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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 %
Bessemer Group
501
Bessemer Group
New Jersey
$601K +$12K +169 +2%
SB
502
Simmons Bank
Arkansas
$593K -$70K -989 -11%
EF
503
Empirical Finance
Pennsylvania
$592K +$32.8K +464 +6%
RIM
504
Reynolds Investment Management
South Carolina
$589K -$14K -198 -2%
UB
505
UMB Bank
Missouri
$588K -$6.36K -90 -1%
CTC
506
Central Trust Company
Missouri
$586K -$5.86K -83 -1%
WPC
507
Waters Parkerson & Co
Louisiana
$585K – – –
TSW
508
Thompson Siegel & Walmsley
Virginia
$580K – – –
PAS
509
Park Avenue Securities
New York
$580K +$114K +1,619 +25%
TPWA
510
TRUE Private Wealth Advisors
Oregon
$573K -$989 -14 -0.2%
AIP
511
Ameritas Investment Partners
Nebraska
$572K -$97.9K -1,385 -15%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$572K +$66.9K +947 +13%
AUB
513
Atlantic Union Bankshares
Virginia
$570K -$9.48K -134 -2%
SNBOSD
514
Security National Bank of So Dak
Iowa
$560K -$7.42K -105 -1%
MFG
515
Merit Financial Group
Georgia
$560K +$5.37K +76 +1%
PA
516
Parallel Advisors
California
$560K +$55.3K +782 +11%
GAG
517
GM Advisory Group
New York
$554K -$777K -11,000 -58%
BB
518
Busey Bank
Illinois
$554K -$47.9K -678 -8%
WAM
519
Werlinich Asset Management
Connecticut
$553K +$70.7K +1,000 +15%
FNFDCM
520
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$550K -$17.4K -246 -3%
FA
521
FDx Advisors
Illinois
$548K +$32.2K +456 +6%
PFO
522
Pathstone Family Office
New Jersey
$547K +$275K +3,895 +101%
PA
523
Pinnacle Associates
New York
$545K -$5.3K -75 -1%
EM
524
ELCO Management
New York
$539K -$29K -410 -5%
CWP
525
Curated Wealth Partners
California
$529K – – –
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