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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 %
FCH
601
Freestone Capital Holdings
Washington
$378K -$108K -1,531 -22%
TWC
602
TD Waterhouse Canada
Ontario, Canada
$377K +$1.52K +21 +0.4%
OPPTF
603
OPSEU Pension Plan Trust Fund
Ontario, Canada
$377K -$647K -9,322 -63%
LC
604
Lindbrook Capital
California
$374K +$6.79K +96 +2%
GC
605
Grimes & Company
Massachusetts
$373K +$1.27K +18 +0.3%
BFM
606
Boston Financial Management
Massachusetts
$373K +$10.5K +148 +3%
P
607
Pitcairn
Pennsylvania
$370K -$15.6K -220 -4%
DAC
608
Dividend Assets Capital
South Carolina
$370K -$707 -10 -0.2%
MYIA
609
Mount Yale Investment Advisors
Colorado
$370K +$32.2K +456 +10%
CT
610
Cambridge Trust
Massachusetts
$369K -$55.8K -789 -13%
FG
611
Fiduciary Group
Georgia
$368K -$6.54K -81 -2%
BSA
612
Bull Street Advisors
Georgia
$367K – – –
BHWM
613
Bar Harbor Wealth Management
New Hampshire
$366K +$16K +226 +5%
FB
614
Fulton Bank
Pennsylvania
$365K -$31K -439 -8%
LI
615
Lafayette Investments
Maryland
$363K -$68.1K -963 -16%
CIA
616
Choate Investment Advisors
Massachusetts
$363K -$31.4K -444 -8%
WS
617
Wedbush Securities
California
$362K -$848 -12 -0.2%
HWM
618
HB Wealth Management
Georgia
$361K +$26.8K +380 +8%
EM
619
Excalibur Management
Massachusetts
$359K -$49.1K -696 -12%
FM
620
Foster & Motley
Ohio
$359K -$2.62K -37 -0.7%
EFSCE
621
Enterprise Financial Services Corp (EFSC)
Missouri
$359K +$29K +410 +9%
JWCA
622
J.W. Cole Advisors
Florida
$357K -$636 -9 -0.2%
WT
623
Washington Trust
Rhode Island
$355K -$3.05K -43 -0.9%
GFA
624
Gifford Fong Associates
California
$353K – – –
SCA
625
Spearhead Capital Advisors
Florida
$353K +$353K +4,999 New
23 24
25
26 27