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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 %
FWM
726
Frontier Wealth Management
Missouri
$246K -$27.7K -393 -10%
AWA
727
Amplius Wealth Advisors
Pennsylvania
$246K -$5.58K -79 -2%
CA
728
Cullinan Associates
Kentucky
$245K -$573K -8,100 -70%
Members Trust
729
Members Trust
Florida
$245K -$3.82K -54 -2%
FHA
730
First Horizon Advisors
Tennessee
$245K +$25K +355 +11%
AIM
731
Avity Investment Management
Connecticut
$244K – – –
HIA
732
Harbor Investment Advisory
Maryland
$243K -$14K -198 -5%
SFA
733
Sequoia Financial Advisors
Ohio
$243K -$6.93K -98 -3%
AWM
734
Altium Wealth Management
New York
$242K +$1.98K +28 +0.8%
CCM
735
Coldstream Capital Management
Washington
$242K +$53.3K +755 +28%
CBB
736
Citizens Business Bank
California
$240K – – –
RMCM
737
Reynders McVeigh Capital Management
Massachusetts
$240K +$23.2K +329 +11%
CT
738
Chicago Trust
Illinois
$240K +$36.4K +516 +18%
LBC
739
Lowe Brockenbrough & Co
Virginia
$238K +$1.77K +25 +0.7%
MWM
740
Meridian Wealth Management
Kentucky
$236K +$30.9K +437 +15%
HSA
741
HBK Sorce Advisory
Pennsylvania
$235K -$16.9K -239 -7%
CPA
742
Court Place Advisors
Maryland
$235K – – –
GW
743
GW & Wade
Massachusetts
$235K +$987 +14 +0.4%
DWM
744
Defined Wealth Management
Oregon
$234K – – –
CF
745
Centaurus Financial
California
$233K -$13.5K -192 -5%
RIL
746
Rothschild Investment LLC
Illinois
$233K – – –
EP
747
Eudaimonia Partners
Tennessee
$232K +$3.11K +44 +1%
LOAMS
748
Lombard Odier Asset Management (Switzerland)
Switzerland
$232K +$232K +3,282 New
HCM
749
Howland Capital Management
Massachusetts
$231K +$26.5K +375 +13%
LA
750
Lifeworks Advisors
Michigan
$230K +$230K +3,257 New
28 29
30
31 32