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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 %
FFS
701
Founders Financial Securities
Maryland
$268K +$20.9K +296 +8%
PA
702
Profund Advisors
Maryland
$265K -$87.3K -1,236 -25%
KPW
703
Kore Private Wealth
New York
$264K +$43.6K +618 +20%
ASN
704
Advisory Services Network
Georgia
$262K -$78.5K -1,110 -23%
NB
705
Northwest Bancshares
Pennsylvania
$262K -$7.08K -100 -3%
SW
706
SlateStone Wealth
Florida
$261K -$23.5K -332 -8%
Wolverine Trading
707
Wolverine Trading
Illinois
$261K +$38K +544 +17%
BC
708
Burleson & Co
California
$260K – – –
BFS
709
Bard Financial Services
Connecticut
$259K -$8.47K -120 -3%
MIC
710
Meridian Investment Counsel
California
$259K – – –
BOTW
711
Bank of the West
California
$258K -$5.73K -81 -2%
NAS
712
Nicolet Advisory Services
Wisconsin
$258K +$491 +7 +0.2%
WTA
713
Washington Trust Advisors
Massachusetts
$257K -$22.2K -315 -8%
GVAG
714
Great Valley Advisor Group
Delaware
$257K +$257K +3,643 New
S
715
Surevest
California
$254K +$1.69K +24 +0.7%
SDIC
716
South Dakota Investment Council
South Dakota
$254K +$226K +3,201 +802%
RP
717
Riverwater Partners
Wisconsin
$252K -$3.47K -49 -1%
FNB
718
Farmers National Bank
Kentucky
$249K – – –
FNT
719
First National Trust
Pennsylvania
$249K -$25K -355 -9%
VFA
720
Valeo Financial Advisors
Indiana
$249K -$7.85K -111 -3%
SAM
721
S.A. Mason
Michigan
$249K -$4.81K -68 -2%
CCM
722
Covington Capital Management
California
$249K -$1.77K -25 -0.7%
TH
723
TCTC Holdings
Texas
$248K +$283 +4 +0.1%
TCM
724
Teza Capital Management
Illinois
$248K +$20.5K +291 +9%
WPW
725
Waldron Private Wealth
Pennsylvania
$247K +$26K +369 +12%
27 28
29
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