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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 %
WPC
676
Wedmont Private Capital
Pennsylvania
$293K +$293K +4,147 New
Citadel Advisors
677
Citadel Advisors
Florida
$291K -$33M -466,263 -99%
SWM
678
Shakespeare Wealth Management
Wisconsin
$290K – – –
PIM
679
Penobscot Investment Management
Massachusetts
$289K -$12K -170 -4%
TCPWM
680
Traverso Chambers Private Wealth Management
California
$289K – – –
LRPA
681
L. Roy Papp & Associates
Arizona
$288K -$140K -1,977 -33%
BJL
682
Brighton Jones LLC
Washington
$284K +$9.97K +141 +4%
BA
683
Bennicas & Associates
California
$283K – – –
FMLI
684
Fukoku Mutual Life Insurance
Japan
$282K – – –
FIM
685
Fruth Investment Management
Texas
$282K – – –
AWM
686
Aberdeen Wealth Management
Illinois
$281K – – –
RCM
687
RB Capital Management
Nevada
$281K +$281K +3,981 New
SVWAG
688
Sound View Wealth Advisors Group
Georgia
$279K +$2.27K +32 +0.8%
DMBA
689
Deseret Mutual Benefit Administrators
Utah
$277K +$45.8K +648 +20%
IAIM
690
Industrial Alliance Investment Management
Quebec, Canada
$276K -$19.2K -271 -6%
FLPIM
691
F.L. Putnam Investment Management
Massachusetts
$275K -$88K -1,244 -24%
CGL
692
Clarius Group LLC
Washington
$275K +$39K +552 +17%
GFS
693
GYL Financial Synergies
Connecticut
$274K -$120K -1,705 -31%
CG
694
Caprock Group
Idaho
$274K -$35.3K -499 -11%
SLF
695
Sun Life Financial
Ontario, Canada
$274K -$11.4K -161 -4%
MGIA
696
Moneta Group Investment Advisors
Missouri
$272K +$1.98K +28 +0.7%
PFSC
697
Peoples Financial Services Corp
Pennsylvania
$271K -$63.6K -900 -19%
AP
698
Atwood & Palmer
Missouri
$270K -$21.2K -300 -7%
MPIA
699
Mountain Pacific Investment Advisers
Idaho
$269K -$38.8K -550 -13%
LA
700
LVW Advisors
New York
$269K -$6.36K -90 -2%
26 27
28
29 30