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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
+$134M
3
Morgan Stanley
Morgan Stanley
New York
+$102M
4
Brown Advisory
Brown Advisory
Maryland
+$92.1M
5
PRO
Pensioenfonds Rail & OV
Netherlands
+$73.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$272M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$67.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$62.6M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$53.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
576
SG Americas Securities
New York
$428K -$314K -4,451 -42%
FC
577
Forte Capital
New York
$426K -$10.7K -151 -2%
MM
578
Meridian Management
Arkansas
$424K – – –
GPA
579
Garrison Point Advisors
California
$421K -$1.41K -20 -0.3%
WSFS
580
Wilmington Savings Fund Society
Delaware
$416K -$22.2K -315 -5%
IAS
581
Investment Advisory Services
Texas
$415K -$34K -481 -8%
QPBE
582
Quintet Private Bank (Europe)
Luxembourg
$415K +$415K +4,680 New
WSTAM
583
Wilbanks Smith & Thomas Asset Management
Virginia
$413K +$9.76K +138 +2%
TTWM
584
TCV Trust & Wealth Management
Virginia
$412K -$23.7K -335 -5%
MPW
585
Monterey Private Wealth
California
$409K +$71 +1 +0%
S
586
swisspartners
Liechtenstein
$408K – – –
KPWS
587
Kestra Private Wealth Services
Texas
$408K +$22.3K +316 +6%
NAM
588
NorthCrest Asset Manangement
Minnesota
$404K -$38.6K -547 -9%
HIIFS
589
Harel Insurance Investments & Financial Services
Israel
$402K – – –
LNWWM
590
Laird Norton Wetherby Wealth Management
California
$402K +$7.85K +111 +2%
SJL
591
Shayne & Jacobs LLC
Tennessee
$400K – – –
SBH
592
Segall Bryant & Hamill
Illinois
$397K -$422 -6 -0.1%
TC
593
TwinBeech Capital
New York
$395K +$395K +5,596 New
BAS
594
Brown Advisory Securities
Maryland
$394K -$153K -2,171 -28%
LNC
595
Lincoln National Corp
Pennsylvania
$394K +$24.8K +351 +7%
CC
596
Courier Capital
New York
$385K -$235K -3,328 -38%
CI
597
Cigna Investments
Connecticut
$385K -$138K -1,952 -26%
1SB
598
1ST Source Bank
Indiana
$384K +$43.3K +613 +13%
CHC
599
City Holding Co
West Virginia
$380K -$20.5K -290 -5%
TMAM
600
Tokio Marine Asset Management
Japan
$379K +$61.3K +866 +19%
22 23
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