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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 %
Cetera Investment Advisers
551
Cetera Investment Advisers
Illinois
$461K +$18.1K +256 +4%
KIA
552
Kraematon Investment Advisors
Massachusetts
$460K -$34.1K -483 -7%
MA
553
Montag & Associates
Georgia
$459K -$97.3K -1,375 -17%
HI
554
Horizon Investments
North Carolina
$456K -$390K -5,524 -46%
JAG
555
Journey Advisory Group
Kentucky
$453K -$37.9K -485 -8%
PP
556
Patten & Patten
Tennessee
$452K -$14.1K -200 -3%
OL
557
Optas LLC
Texas
$452K +$6.15K +87 +1%
GT
558
Greenleaf Trust
Michigan
$452K +$87.1K +1,232 +24%
KWM
559
Kingsview Wealth Management
Oregon
$451K +$28.5K +403 +7%
AIM
560
AHL Investment Management
Florida
$450K – – –
MGP
561
Metis Global Partners
California
$449K -$16.7K -236 -4%
MC
562
Moors & Cabot
Massachusetts
$449K -$15.8K -223 -3%
WWM
563
Western Wealth Management
Colorado
$449K +$70 +1 +0%
SPC
564
Sigma Planning Corp
Michigan
$446K -$29.8K -422 -6%
APA
565
American Portfolios Advisors
New York
$442K -$10.3K -146 -2%
IWC
566
Integrated Wealth Concepts
Massachusetts
$441K -$25.8K -365 -6%
WDA
567
Wendell David Associates
New Hampshire
$440K -$95.5K -1,352 -18%
HIC
568
Holderness Investments Company
North Carolina
$440K -$20.3K -287 -4%
MA
569
Mutual Advisors
Nebraska
$440K +$6.71K +95 +2%
BRWA
570
B. Riley Wealth Advisors
Florida
$438K -$91.3K -1,286 -17%
MIC
571
Means Investment Company
Maine
$437K +$71 +1 +0%
SFG
572
Sovereign Financial Group
Connecticut
$436K +$5.8K +82 +1%
SNBOSCI
573
Security National Bank of Sioux City Iowa
Iowa
$435K +$706 +10 +0.2%
PP
574
Prudential plc
United Kingdom
$434K -$2.35M -33,246 -84%
YWP
575
YorkBridge Wealth Partners
New York
$429K +$19K +268 +5%
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